| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ANIK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.0% | +55.6% | +1.0% | −14.1% | +16.7% | +0.7% | +10.5% | — | — | — | — | — | +68.3% | +7.5% | +60.7pp |
| 2025 | +3.6% | +2.3% | −13.9% | −3.3% | −23.3% | −5.1% | −21.9% | +13.6% | +0.2% | +3.7% | +1.3% | −2.7% | −41.6% | +17.7% | −59.3pp |
| 2024 | +3.8% | +3.2% | +4.6% | +1.9% | −0.9% | −1.2% | +7.6% | −5.7% | −3.9% | −30.7% | +3.6% | −7.1% | −27.4% | +24.9% | −52.2pp |
| 2023 | +4.8% | +2.2% | −9.4% | −10.7% | +5.6% | −4.1% | −10.2% | −23.5% | +4.4% | +4.7% | +12.4% | +3.4% | −23.4% | +26.2% | −49.6pp |
| 2022 | −11.2% | +2.2% | −22.7% | −14.3% | +1.0% | +2.7% | +4.7% | −3.3% | +5.3% | +19.4% | +11.0% | −6.2% | −17.4% | −18.2% | +0.8pp |
| 2021 | −18.2% | −0.8% | +11.1% | −1.5% | +16.1% | −7.2% | −7.3% | +7.5% | −1.3% | −2.1% | −6.1% | −8.4% | −20.8% | +28.7% | −49.6pp |
| 2020 | −20.7% | +1.6% | −30.8% | +14.9% | +0.9% | +12.5% | −3.5% | +5.3% | −7.7% | −7.8% | +15.9% | +19.7% | −12.7% | +18.3% | −31.0pp |
| 2019 | +13.0% | −14.1% | −7.3% | +5.3% | +19.3% | +6.9% | +35.6% | +3.0% | −3.3% | +28.2% | −17.9% | −10.3% | +54.3% | +31.2% | +23.0pp |
| 2018 | +23.8% | −22.0% | −4.5% | −11.5% | −7.6% | −21.3% | +25.1% | +3.4% | +1.9% | −15.2% | −3.7% | −2.4% | −37.7% | −4.6% | −33.1pp |
| 2017 | +3.2% | −7.4% | −7.2% | +6.2% | +0.3% | +6.6% | +3.7% | +5.0% | +8.0% | −5.8% | +0.9% | −2.2% | +10.1% | +21.7% | −11.6pp |
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. ANIK 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 67% | 43% | 48% | 57% | 43% | 57% | 57% | 52% | 52% | 62% | 38% |
| Median | −1.4% | +2.2% | −1.0% | −0.9% | +0.9% | −1.1% | +3.7% | +3.0% | +0.2% | +3.7% | +1.9% | −2.2% |
| Best | +34.2% | +55.6% | +34.2% | +36.0% | +19.3% | +15.2% | +35.6% | +17.0% | +21.4% | +28.2% | +33.0% | +22.2% |
| Worst | −24.5% | −22.0% | −30.8% | −17.1% | −23.3% | −21.3% | −21.9% | −23.5% | −15.4% | −30.7% | −43.0% | −16.0% |
| vs SPY ⓘ | −0.9pp | +4.7pp | −1.7pp | −2.5pp | −1.1pp | −0.0pp | −4.3pp | +0.2pp | +0.1pp | +1.3pp | −0.9pp | −0.8pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
