| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | APVO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −22.9% | +0.7% | −41.7% | +13.6% | +1.2% | −9.6% | −7.0% | — | — | — | — | — | −56.2% | +7.5% | −63.7pp |
| 2025 | +1.6% | −12.8% | −69.6% | −54.3% | −55.5% | −35.4% | −8.5% | −41.2% | −11.6% | +6.9% | −11.0% | −62.0% | −99.4% | +17.7% | −117.1pp |
| 2024 | −10.2% | +4.6% | −37.3% | −84.8% | +0.3% | −57.1% | +31.8% | −10.7% | −50.1% | +50.2% | +3.7% | −58.4% | −98.5% | +24.9% | −123.4pp |
| 2023 | −0.9% | −7.8% | −4.0% | −5.7% | −18.8% | −6.4% | −28.8% | −57.7% | −25.0% | −14.8% | −33.5% | −3.2% | −92.2% | +26.2% | −118.4pp |
| 2022 | −25.8% | −1.4% | +1.9% | −27.4% | +7.5% | −21.8% | +10.1% | −10.2% | −14.1% | −0.7% | +3.3% | −25.6% | −70.5% | −18.2% | −52.3pp |
| 2021 | −8.6% | −2.4% | −6.7% | −12.5% | −2.2% | −14.1% | −16.3% | −4.4% | −14.0% | −1.3% | −34.6% | −21.0% | −78.5% | +28.7% | −107.3pp |
| 2020 | −9.9% | −27.1% | +760.5% | +35.1% | +14.0% | +46.5% | +0.6% | −6.7% | −3.1% | −15.0% | +576.9% | −16.2% | +5499.7% | +18.3% | +5481.4pp |
| 2019 | +26.0% | −5.0% | −40.8% | −19.1% | −0.4% | +22.3% | +0.4% | −22.1% | −15.1% | −5.3% | +16.6% | +0.7% | −48.5% | +31.2% | −79.7pp |
| 2018 | −20.0% | −6.5% | +3.2% | +35.5% | +25.5% | −10.3% | −15.4% | +30.8% | −8.0% | −33.7% | −31.8% | −44.8% | −70.0% | −4.6% | −65.5pp |
| 2017 | −18.4% | +0.5% | +3.0% | −2.9% | +5.5% | −1.9% | −11.1% | −27.7% | +72.2% | +24.7% | +5.4% | +40.9% | +73.8% | +21.7% | +52.1pp |
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. APVO is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 20% | 30% | 40% | 30% | 60% | 20% | 40% | 10% | 10% | 30% | 50% | 30% |
| Median | −10.0% | −3.7% | −5.4% | −9.1% | +0.8% | −9.9% | −7.8% | −16.4% | −12.8% | −3.3% | −3.8% | −18.6% |
| Best | +26.0% | +4.6% | +760.5% | +35.5% | +25.5% | +46.5% | +31.8% | +30.8% | +72.2% | +50.2% | +576.9% | +40.9% |
| Worst | −25.8% | −27.1% | −69.6% | −84.8% | −55.5% | −57.1% | −28.8% | −57.7% | −50.1% | −33.7% | −34.6% | −62.0% |
| vs SPY ⓘ | −10.8pp | −4.3pp | −9.5pp | −12.5pp | +0.6pp | −11.9pp | −8.1pp | −17.0pp | −8.9pp | −8.5pp | −6.7pp | −19.9pp |
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.
