| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.1% | +1.2% | +5.4% | +3.9% | −7.1% | +5.2% | +3.0% | — | — | — | — | — | +23.9% | +9.3% | +14.6pp |
| 2025 | +16.3% | −5.7% | −6.7% | −7.5% | +2.9% | +1.1% | +2.7% | +2.2% | −7.3% | −10.5% | +7.6% | −5.4% | −12.7% | +17.7% | −30.4pp |
| 2024 | −6.6% | −8.5% | +4.3% | −2.4% | +12.8% | −3.2% | +3.0% | +5.7% | +6.8% | +4.9% | +7.7% | −13.2% | +8.1% | +24.9% | −16.8pp |
| 2023 | +4.0% | −10.8% | +1.1% | +2.5% | −8.6% | +12.0% | +1.9% | −3.2% | −3.5% | −0.3% | −4.2% | +1.9% | −9.0% | +26.2% | −35.1pp |
| 2022 | −7.3% | −16.2% | +6.4% | −6.3% | +5.2% | −1.7% | +3.2% | +1.7% | −7.2% | +7.6% | +23.9% | −0.1% | +3.9% | −18.2% | +22.1pp |
| 2021 | −2.4% | −4.2% | +10.6% | +2.5% | +3.9% | −3.5% | +1.2% | −7.4% | −4.4% | +17.1% | −4.1% | +6.4% | +13.8% | +28.7% | −15.0pp |
| 2020 | +1.6% | −8.0% | −8.5% | +13.0% | +7.1% | +0.5% | +18.7% | +2.0% | +2.4% | −7.3% | +1.4% | −2.0% | +18.8% | +18.3% | +0.5pp |
| 2019 | +2.7% | +10.2% | +6.0% | +7.8% | −1.1% | +11.8% | +0.8% | −1.0% | −1.3% | −3.9% | +10.8% | −0.1% | +50.0% | +31.2% | +18.8pp |
| 2018 | +2.6% | −4.5% | −0.4% | +2.0% | −0.5% | −2.8% | +5.4% | +1.3% | +1.1% | −7.6% | +4.2% | +0.2% | +0.3% | −4.6% | +4.8pp |
| 2017 | −2.8% | +0.5% | −3.0% | +3.9% | +2.5% | −0.0% | −0.6% | +2.3% | +4.0% | +6.1% | +2.3% | +1.2% | +17.0% | +21.7% | −4.7pp |
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. APD 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 50% | 52% | 67% | 63% | 63% | 48% | 70% | 69% | 46% | 62% | 69% | 65% |
| Median | −0.7% | +0.2% | +1.7% | +2.5% | +2.1% | −0.0% | +2.7% | +1.8% | −0.8% | +2.4% | +2.8% | +0.9% |
| Best | +16.3% | +15.4% | +22.6% | +17.2% | +12.8% | +12.0% | +18.7% | +8.9% | +12.5% | +17.1% | +23.9% | +19.6% |
| Worst | −9.1% | −16.2% | −8.5% | −7.5% | −10.1% | −10.5% | −12.3% | −7.7% | −25.0% | −15.1% | −17.8% | −13.2% |
| vs SPY ⓘ | −1.3pp | −0.1pp | +2.1pp | +0.9pp | −0.2pp | −0.3pp | +1.5pp | +0.4pp | +0.3pp | −0.1pp | +1.4pp | +0.5pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
