| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ANIX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.6% | −2.0% | −13.4% | +16.3% | −10.0% | +3.7% | +27.1% | — | — | — | — | — | +14.1% | +9.3% | +4.8pp |
| 2025 | +25.0% | +8.6% | −9.2% | −2.4% | −7.9% | +28.4% | −7.3% | −2.3% | +10.4% | +25.2% | +11.1% | −32.0% | +34.5% | +17.7% | +16.8pp |
| 2024 | +17.0% | −22.9% | −10.9% | −4.8% | −18.2% | −9.1% | +50.2% | +0.6% | −5.7% | +11.1% | −5.7% | −29.7% | −40.2% | +24.9% | −65.1pp |
| 2023 | +2.8% | +1.1% | −2.7% | −5.1% | −25.0% | +4.6% | +12.2% | +2.2% | −10.9% | −3.4% | +5.7% | +16.2% | −8.7% | +26.2% | −34.9pp |
| 2022 | +10.4% | −15.2% | −1.4% | +18.6% | +10.5% | −14.8% | +24.2% | +9.7% | +18.0% | +13.8% | −10.0% | −15.7% | +43.1% | −18.2% | +61.3pp |
| 2021 | +18.9% | +38.6% | −7.5% | +4.3% | −18.6% | −2.3% | +13.9% | +26.7% | −14.8% | +0.0% | −23.7% | −18.4% | −3.3% | +28.7% | −32.0pp |
| 2020 | +8.2% | −15.8% | −46.8% | +18.9% | +20.6% | +34.2% | −9.2% | −28.8% | +22.7% | −15.2% | +28.2% | +16.3% | −6.4% | +18.3% | −24.7pp |
| 2019 | +30.2% | −1.4% | −10.7% | −8.0% | +0.2% | −12.9% | +29.2% | −15.3% | +0.7% | −3.2% | −1.0% | −14.4% | −16.8% | +31.2% | −48.0pp |
| 2018 | +58.1% | −11.8% | +16.7% | −2.9% | −5.6% | −13.9% | +8.6% | +15.8% | +21.8% | −12.7% | −3.2% | +0.5% | +66.9% | −4.6% | +71.5pp |
| 2017 | −9.3% | −19.4% | −24.1% | −35.0% | −56.9% | +36.9% | −31.3% | −15.1% | +292.0% | −22.1% | +22.0% | −5.6% | −56.3% | +21.7% | −78.0pp |
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. ANIX 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 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 80% | 30% | 10% | 40% | 30% | 50% | 70% | 60% | 60% | 40% | 40% | 30% |
| Median | +13.7% | −6.9% | −9.9% | −2.7% | −8.9% | +0.7% | +13.1% | +1.4% | +5.5% | −1.6% | −2.1% | −10.0% |
| Best | +58.1% | +38.6% | +16.7% | +18.9% | +20.6% | +36.9% | +50.2% | +27.7% | +292.0% | +63.2% | +28.2% | +16.3% |
| Worst | −9.3% | −22.9% | −46.8% | −35.0% | −56.9% | −14.8% | −31.3% | −28.8% | −14.8% | −22.1% | −23.7% | −32.0% |
| vs SPY ⓘ | +15.6pp | −6.2pp | −10.3pp | −1.3pp | −14.7pp | −3.2pp | +10.2pp | +1.1pp | +2.8pp | −3.3pp | −4.9pp | −8.6pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
