| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AIRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | −0.5% | +31.0% | +28.5% | −1.4% | −9.6% | −8.9% | — | — | — | — | — | +41.4% | +9.3% | +32.0pp |
| 2025 | −2.7% | −15.6% | −41.9% | +11.3% | +6.7% | +4.5% | +6.7% | −4.9% | +2.4% | −0.9% | −5.3% | −0.2% | −42.5% | +17.7% | −60.2pp |
| 2024 | +16.6% | −5.8% | +39.4% | −3.9% | +0.2% | +15.0% | +23.8% | +2.7% | −1.8% | +22.9% | −4.3% | −20.4% | +98.3% | +24.9% | +73.4pp |
| 2023 | +22.9% | −4.9% | −29.4% | +9.3% | −3.7% | −4.4% | −12.0% | −2.7% | −20.6% | −9.3% | −27.9% | +48.3% | −45.3% | +26.2% | −71.5pp |
| 2022 | −10.2% | −4.8% | −16.6% | +11.7% | +21.0% | −20.8% | +1.7% | −6.2% | −7.0% | +0.7% | +8.4% | −17.3% | −38.8% | −18.2% | −20.6pp |
| 2021 | +28.3% | +2.6% | −9.5% | +11.5% | −16.0% | +3.9% | −11.5% | −22.0% | −11.4% | −10.9% | −15.0% | +11.3% | −40.2% | +28.7% | −68.9pp |
| 2020 | −11.6% | −16.5% | −6.3% | +9.5% | +11.6% | +18.9% | +19.2% | +3.9% | +0.3% | +3.6% | −3.9% | +33.9% | +66.3% | +18.3% | +48.0pp |
| 2019 | +8.5% | +17.4% | +1.7% | +24.5% | −19.7% | +10.4% | −8.3% | −13.5% | +4.6% | −3.2% | −17.0% | +13.2% | +7.9% | +31.2% | −23.4pp |
| 2018 | +8.8% | −6.6% | −15.2% | +2.7% | +3.8% | +11.4% | +8.2% | +19.7% | +10.4% | −2.4% | −5.2% | −18.5% | +10.2% | −4.6% | +14.8pp |
| 2017 | +20.7% | −27.5% | +20.3% | −1.6% | −10.6% | +6.4% | −4.4% | −19.0% | −17.2% | −4.1% | +8.8% | −5.3% | −37.6% | +21.7% | −59.3pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. AIRG is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 20% | 40% | 80% | 50% | 70% | 50% | 33% | 50% | 30% | 30% | 40% |
| Median | +8.6% | −5.3% | −7.9% | +10.4% | −0.6% | +5.4% | −1.4% | −4.9% | −0.8% | −2.8% | −4.8% | −2.8% |
| Best | +28.3% | +17.4% | +39.4% | +28.5% | +21.0% | +18.9% | +23.8% | +19.7% | +35.1% | +22.9% | +56.8% | +48.3% |
| Worst | −11.6% | −27.5% | −41.9% | −3.9% | −19.7% | −20.8% | −12.0% | −22.0% | −20.6% | −20.6% | −27.9% | −26.6% |
| vs SPY ⓘ | +2.8pp | −2.7pp | −6.3pp | +7.0pp | −4.5pp | +2.5pp | −7.0pp | −3.1pp | +0.5pp | −5.9pp | −8.7pp | −3.4pp |
119 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
