| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ANEB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | −65.7% | +175.0% | −55.6% | +6.8% | −16.0% | −16.5% | — | — | — | — | — | −67.3% | +7.5% | −74.9pp |
| 2025 | −8.6% | −24.5% | +12.1% | −6.9% | −13.7% | +37.9% | +85.4% | −6.4% | +0.0% | +5.6% | −11.4% | −56.8% | −39.9% | +17.7% | −57.6pp |
| 2024 | +6.4% | +5.6% | +5.5% | +1.0% | −29.3% | +33.2% | −12.1% | −20.0% | +0.5% | −2.6% | −23.4% | +16.7% | −30.6% | +24.9% | −55.5pp |
| 2023 | +5.2% | +20.8% | −5.8% | +0.7% | −22.6% | +4.0% | −8.1% | +29.2% | +9.5% | −28.0% | +3.6% | +6.1% | −0.2% | +26.2% | −26.3pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −8.7% | +10.2% | +0.6% | −18.2% | +18.7pp |
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. ANEB 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 75% | 50% | 25% | 75% | 25% | 33% | 67% | 33% | 25% | 75% |
| Median | +4.6% | −9.4% | +8.8% | −3.1% | −18.1% | +18.6% | −10.1% | −6.4% | +0.5% | −2.6% | −10.0% | +8.2% |
| Best | +6.4% | +20.8% | +175.0% | +1.0% | +6.8% | +37.9% | +85.4% | +29.2% | +9.5% | +5.6% | +3.6% | +16.7% |
| Worst | −8.6% | −65.7% | −5.8% | −55.6% | −29.3% | −16.0% | −16.5% | −20.0% | +0.0% | −28.0% | −23.4% | −56.8% |
| vs SPY ⓘ | +0.7pp | −11.4pp | +9.9pp | −3.5pp | −21.5pp | +13.6pp | −12.3pp | −8.4pp | −1.6pp | −1.7pp | −12.9pp | +8.8pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
