| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMLP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.4% | +6.1% | +1.2% | +2.8% | −2.8% | +0.5% | +5.7% | — | — | — | — | — | +21.2% | +7.5% | +13.7pp |
| 2025 | +7.1% | +2.6% | +0.1% | −7.1% | +1.0% | +2.3% | +2.5% | −0.7% | −3.6% | −0.6% | +4.4% | −1.3% | +5.8% | +17.7% | −11.9pp |
| 2024 | +4.5% | +4.9% | +3.9% | −1.2% | −0.2% | +4.6% | +0.2% | +0.5% | −0.4% | −1.3% | +12.6% | −6.2% | +22.8% | +24.9% | −2.1pp |
| 2023 | +6.1% | −1.9% | −0.6% | +1.6% | −2.3% | +4.6% | +6.4% | +0.6% | +2.6% | −0.6% | +7.2% | −3.5% | +21.4% | +26.2% | −4.8pp |
| 2022 | +11.2% | +5.2% | +1.9% | −0.6% | +8.0% | −14.5% | +12.7% | +3.8% | −7.5% | +14.6% | −2.7% | −4.9% | +25.5% | −18.2% | +43.6pp |
| 2021 | +5.4% | +7.8% | +7.2% | +7.3% | +7.0% | +6.0% | −6.9% | −2.6% | +3.0% | +5.2% | −7.7% | +3.3% | +39.1% | +28.7% | +10.4pp |
| 2020 | −5.6% | −14.8% | −48.4% | +49.1% | +7.9% | −8.0% | −3.8% | +0.2% | −13.5% | +4.4% | +23.5% | +2.7% | −32.3% | +18.3% | −50.6pp |
| 2019 | +12.7% | +0.4% | +3.5% | −0.9% | −1.1% | +2.2% | −0.2% | −5.6% | +0.6% | −6.6% | −6.1% | +8.6% | +6.0% | +31.2% | −25.2pp |
| 2018 | +5.7% | −9.7% | −7.2% | +7.8% | +4.6% | −2.4% | +8.3% | +1.0% | −1.6% | −8.1% | −0.9% | −8.6% | −12.7% | −4.6% | −8.1pp |
| 2017 | +3.3% | +0.6% | −1.2% | −0.9% | −3.1% | −0.3% | +0.3% | −4.9% | +0.2% | −4.5% | −1.4% | +4.1% | −7.9% | +21.7% | −29.6pp |
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. AMLP 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 81% | 75% | 56% | 69% | 44% | 69% | 56% | 47% | 50% | 50% | 50% | 50% |
| Median | +5.0% | +1.1% | +0.6% | +1.8% | −0.5% | +1.9% | +0.3% | −0.2% | −0.1% | −0.2% | +0.1% | −0.4% |
| Best | +12.7% | +7.8% | +7.9% | +49.1% | +8.0% | +6.0% | +12.7% | +6.1% | +3.3% | +14.6% | +23.5% | +8.6% |
| Worst | −13.7% | −14.8% | −48.4% | −7.1% | −5.0% | −14.5% | −6.9% | −5.6% | −13.6% | −8.1% | −9.8% | −8.6% |
| vs SPY ⓘ | +2.2pp | −0.8pp | −0.5pp | +1.8pp | −1.0pp | −1.4pp | −1.2pp | −1.6pp | −1.5pp | −1.5pp | −2.2pp | −1.2pp |
191 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
