No volume data stored for APHSX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APHSX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.8% | +2.4% | −9.3% | +8.2% | +7.9% | +8.0% | −10.4% | — | — | — | — | — | +9.9% | +9.3% | +0.6pp |
| 2025 | +5.1% | −6.2% | −8.8% | +0.3% | +1.1% | +3.8% | +4.4% | +4.6% | +1.6% | +2.5% | +2.9% | −1.8% | +8.7% | +17.7% | −9.0pp |
| 2024 | −2.7% | +9.9% | +2.4% | −6.7% | +0.9% | +1.6% | +3.0% | +2.2% | +3.7% | −1.8% | +9.7% | −6.6% | +14.9% | +24.9% | −10.0pp |
| 2023 | +8.4% | −0.9% | +0.2% | −6.3% | +1.6% | +6.2% | +4.3% | −4.8% | −7.4% | −9.9% | +11.2% | +9.0% | +9.5% | +26.2% | −16.6pp |
| 2022 | −16.4% | −2.1% | +0.1% | −14.8% | −1.8% | −6.2% | +14.0% | −2.9% | −6.7% | +5.6% | +8.3% | −7.0% | −29.3% | −18.2% | −11.1pp |
| 2021 | +0.3% | +2.4% | −7.5% | +5.0% | −6.7% | +6.6% | −0.3% | +3.2% | −3.9% | +3.8% | −10.0% | −0.5% | −8.8% | +28.7% | −37.6pp |
| 2020 | +2.2% | −3.9% | −13.4% | +16.0% | +13.0% | +4.8% | +6.4% | +3.8% | −1.7% | +2.0% | +9.8% | +7.5% | +52.6% | +18.3% | +34.3pp |
| 2019 | +14.6% | +8.8% | −1.3% | +4.3% | −5.5% | +8.3% | +3.4% | −2.5% | −3.7% | +1.8% | −0.1% | +0.3% | +30.1% | +31.2% | −1.1pp |
| 2018 | +5.3% | +0.0% | +2.2% | +2.8% | +5.3% | −0.6% | +1.5% | +10.4% | −1.6% | −10.5% | −14.9% | −11.9% | −14.3% | −4.6% | −9.7pp |
| 2017 | +4.7% | +3.1% | +1.5% | +2.4% | +1.6% | +1.7% | +1.7% | +0.4% | +1.7% | +3.3% | −11.6% | −0.2% | +9.6% | +21.7% | −12.1pp |
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. APHSX 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 71% | 64% | 57% | 64% | 79% | 87% | 67% | 71% | 43% | 64% | 71% | 43% |
| Median | +3.7% | +1.8% | +0.2% | +1.5% | +1.6% | +3.8% | +3.0% | +1.6% | −1.7% | +2.0% | +2.5% | −0.3% |
| Best | +14.6% | +9.9% | +6.7% | +16.0% | +13.0% | +8.3% | +14.0% | +10.4% | +8.0% | +6.7% | +11.2% | +9.0% |
| Worst | −16.4% | −6.2% | −13.4% | −14.8% | −6.7% | −6.2% | −10.4% | −6.4% | −7.4% | −10.5% | −14.9% | −11.9% |
| vs SPY ⓘ | +1.9pp | +0.4pp | −2.0pp | +0.0pp | +0.7pp | +2.0pp | +0.6pp | +0.6pp | −0.9pp | −2.6pp | −0.7pp | −1.5pp |
170 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
