| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AOS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +6.1% | −15.5% | −5.7% | −7.4% | +9.5% | −1.1% | — | — | — | — | — | −6.2% | +7.5% | −13.8pp |
| 2025 | −0.8% | −1.2% | −1.7% | +4.4% | −5.2% | +2.0% | +8.5% | +0.7% | +3.0% | −9.6% | −0.0% | +1.4% | +0.1% | +17.7% | −17.7pp |
| 2024 | −5.5% | +6.8% | +7.9% | −7.0% | +1.0% | −2.2% | +4.4% | −1.6% | +7.3% | −16.0% | −0.8% | −8.4% | −15.9% | +24.9% | −40.8pp |
| 2023 | +18.9% | −3.1% | +5.4% | −0.8% | −6.4% | +13.8% | +0.2% | +0.2% | −8.8% | +6.0% | +8.0% | +9.4% | +47.3% | +26.2% | +21.1pp |
| 2022 | −10.7% | −10.3% | −6.8% | −8.1% | +2.9% | −9.0% | +16.2% | −10.8% | −13.9% | +13.4% | +10.9% | −5.8% | −32.1% | −18.2% | −13.9pp |
| 2021 | −0.5% | +9.3% | +13.9% | +0.6% | +4.9% | +1.4% | −2.0% | +3.4% | −16.0% | +20.2% | +8.2% | +8.6% | +59.3% | +28.7% | +30.5pp |
| 2020 | −9.9% | −7.4% | −4.4% | +12.7% | +12.1% | −0.8% | +2.6% | +1.7% | +7.8% | −1.6% | +8.9% | −2.6% | +17.5% | +18.3% | −0.9pp |
| 2019 | +12.6% | +8.5% | +2.7% | −1.0% | −23.0% | +16.4% | −3.1% | +2.4% | +2.6% | +4.6% | −2.6% | −1.6% | +13.6% | +31.2% | −17.6pp |
| 2018 | +9.3% | −3.9% | −0.9% | −3.2% | +2.8% | −6.2% | +0.9% | −2.4% | −8.1% | −14.2% | +4.1% | −9.9% | −29.3% | −4.6% | −24.8pp |
| 2017 | +3.3% | +3.3% | +1.6% | +5.6% | +1.8% | +2.7% | −4.7% | +4.0% | +6.7% | −0.2% | +7.1% | −3.4% | +30.8% | +21.7% | +9.1pp |
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. AOS 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 ⓘ | 57% | 67% | 52% | 48% | 57% | 71% | 67% | 57% | 57% | 52% | 81% | 38% |
| Median | +2.6% | +3.3% | +1.6% | −0.5% | +1.8% | +2.0% | +1.5% | +0.7% | +1.1% | +4.5% | +4.8% | −1.6% |
| Best | +23.2% | +9.3% | +16.0% | +24.3% | +16.8% | +16.4% | +22.2% | +10.7% | +12.7% | +20.2% | +12.4% | +9.4% |
| Worst | −12.5% | −10.3% | −15.5% | −9.9% | −23.0% | −9.2% | −7.2% | −10.8% | −18.5% | −19.0% | −5.3% | −9.9% |
| vs SPY ⓘ | +1.9pp | +1.6pp | +1.7pp | −3.0pp | +0.4pp | +2.0pp | +0.4pp | +0.2pp | +0.5pp | +2.4pp | +2.2pp | −1.1pp |
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.
