| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AQMS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.6% | +2.7% | −12.7% | +19.9% | −17.7% | −31.5% | −1.0% | — | — | — | — | — | −40.4% | +9.3% | −49.8pp |
| 2025 | −30.2% | +11.9% | −5.1% | −28.3% | −40.4% | −39.3% | −21.4% | +0.3% | +67.5% | +26.9% | −0.2% | −40.7% | −81.0% | +17.7% | −98.7pp |
| 2024 | −18.2% | −22.9% | +12.3% | −12.8% | −15.6% | −19.2% | −3.0% | −29.0% | −15.2% | −19.3% | −20.9% | +5.4% | −83.4% | +24.9% | −108.3pp |
| 2023 | −1.6% | −4.1% | −15.3% | +15.0% | −10.4% | +13.6% | +16.2% | −19.1% | +2.7% | −27.2% | +5.8% | −12.7% | −39.2% | +26.2% | −65.4pp |
| 2022 | −16.3% | +3.9% | +41.1% | −36.4% | −11.6% | −4.8% | +6.6% | +6.0% | −17.5% | +10.6% | −11.2% | +68.5% | +1.6% | −18.2% | +19.8pp |
| 2021 | +89.3% | −16.5% | −14.6% | −26.7% | −4.7% | +6.0% | −23.0% | +3.0% | −13.0% | −15.9% | −9.8% | −21.7% | −59.0% | +28.7% | −87.7pp |
| 2020 | +1.4% | −9.9% | −34.8% | +20.0% | +55.5% | +66.6% | −29.3% | +0.1% | −8.1% | −2.3% | +46.1% | +130.8% | +297.2% | +18.3% | +278.9pp |
| 2019 | +24.7% | +24.7% | +8.5% | −18.2% | −28.3% | −7.2% | +14.4% | +4.7% | −15.0% | −5.9% | −15.6% | −44.1% | −58.5% | +31.2% | −89.7pp |
| 2018 | −14.6% | +26.9% | +12.1% | +20.8% | +10.9% | −17.0% | +3.8% | −18.7% | +6.2% | −10.9% | −0.9% | −20.2% | −14.6% | −4.6% | −10.0pp |
| 2017 | −14.9% | +52.7% | +14.7% | −15.6% | −28.1% | +5.7% | −6.9% | −36.6% | −7.6% | −41.9% | −18.3% | −34.5% | −83.8% | +21.7% | −105.5pp |
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. AQMS 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 27% | 64% | 55% | 45% | 27% | 45% | 36% | 45% | 36% | 27% | 36% | 45% |
| Median | −13.1% | +3.9% | +8.5% | −12.8% | −11.6% | −4.8% | −3.0% | −0.8% | −7.6% | −5.9% | −0.9% | −12.7% |
| Best | +89.3% | +52.7% | +41.1% | +25.9% | +55.5% | +66.6% | +16.2% | +6.0% | +67.5% | +26.9% | +46.1% | +130.8% |
| Worst | −30.2% | −22.9% | −34.8% | −36.4% | −40.4% | −39.3% | −29.3% | −36.6% | −17.5% | −41.9% | −20.9% | −44.1% |
| vs SPY ⓘ | −8.2pp | +6.8pp | +6.7pp | −8.8pp | −11.8pp | +2.0pp | −4.2pp | −1.8pp | −4.3pp | −8.1pp | −3.3pp | −11.4pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
