| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMRC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.0% | −2.8% | −16.3% | +16.0% | +21.6% | −23.3% | −32.9% | — | — | — | — | — | −36.8% | +7.5% | −44.3pp |
| 2025 | −3.6% | −47.9% | +2.4% | −12.0% | +29.6% | +10.2% | +11.4% | +50.3% | +32.0% | +17.7% | −12.2% | −15.6% | +24.7% | +17.7% | +7.0pp |
| 2024 | −35.5% | +2.6% | +15.1% | −13.3% | +74.5% | −21.1% | +9.6% | −3.5% | +24.6% | −18.9% | −8.4% | −16.6% | −25.9% | +24.9% | −50.7pp |
| 2023 | +12.8% | −31.8% | +12.0% | −15.5% | +3.6% | +12.9% | +19.7% | −25.3% | −11.3% | −32.2% | +14.6% | +5.7% | −44.6% | +26.2% | −70.8pp |
| 2022 | −37.9% | +27.0% | +23.7% | −36.6% | +16.4% | −22.4% | +25.6% | +20.3% | −3.4% | −9.0% | +8.3% | −12.8% | −29.8% | −18.2% | −11.7pp |
| 2021 | +7.4% | +1.8% | −14.9% | +8.6% | +1.8% | +16.7% | +9.3% | +0.9% | −15.5% | +40.6% | +10.0% | −9.8% | +55.9% | +28.7% | +27.2pp |
| 2020 | +9.7% | +17.5% | −24.4% | +6.0% | +18.8% | +29.5% | −0.4% | +23.3% | −2.2% | +14.9% | +16.0% | +17.3% | +198.5% | +18.3% | +180.2pp |
| 2019 | +5.9% | +9.6% | −1.2% | −6.9% | −3.7% | +1.6% | −3.3% | +1.1% | +11.6% | −8.3% | +10.9% | +7.0% | +24.1% | +31.2% | −7.1pp |
| 2018 | +1.2% | −6.3% | +59.5% | −8.8% | +0.8% | +0.4% | +11.7% | +7.1% | −4.9% | +19.9% | −4.0% | −10.3% | +64.0% | −4.6% | +68.5pp |
| 2017 | −5.5% | −2.9% | +29.7% | −1.5% | +7.0% | +11.6% | −14.9% | +10.7% | +7.6% | −1.3% | +10.4% | +1.2% | +56.4% | +21.7% | +34.7pp |
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. AMRC 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 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 50% | 44% | 25% | 81% | 69% | 63% | 56% | 44% | 56% | 56% | 50% |
| Median | +0.7% | −0.5% | −1.6% | −7.9% | +5.8% | +6.4% | +4.4% | +1.0% | −1.9% | +6.3% | +6.7% | −3.2% |
| Best | +12.8% | +27.0% | +59.5% | +16.0% | +74.5% | +29.5% | +25.6% | +50.3% | +32.0% | +40.6% | +24.0% | +17.3% |
| Worst | −37.9% | −47.9% | −26.3% | −36.6% | −11.8% | −23.3% | −32.9% | −25.3% | −18.5% | −32.2% | −15.0% | −16.6% |
| vs SPY ⓘ | −4.6pp | −2.3pp | −2.5pp | −9.3pp | +4.3pp | +5.2pp | +3.8pp | +0.3pp | +3.6pp | −1.5pp | +3.9pp | −0.8pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
