| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.5% | +1.2% | +15.3% | −7.5% | −8.9% | −1.7% | +0.0% | — | — | — | — | — | +2.0% | +7.5% | −5.6pp |
| 2025 | +6.5% | −1.7% | +10.2% | −13.9% | +7.5% | +7.6% | −13.3% | −8.6% | +5.1% | −7.9% | +17.9% | −5.4% | −1.7% | +17.7% | −19.4pp |
| 2024 | −1.5% | +15.0% | +12.8% | +17.3% | +4.8% | −8.4% | −11.1% | −7.0% | +6.2% | −9.7% | +26.3% | +7.2% | +54.5% | +24.9% | +29.7pp |
| 2023 | −6.9% | −9.2% | −11.9% | −0.4% | −11.2% | +12.8% | +16.2% | +3.4% | −8.3% | +16.0% | −19.7% | −4.0% | −26.8% | +26.2% | −53.0pp |
| 2022 | +11.6% | +17.4% | +33.1% | +15.3% | +21.8% | −28.5% | +29.3% | +1.1% | −23.8% | +20.1% | −0.3% | −15.2% | +77.1% | −18.2% | +95.3pp |
| 2021 | +27.3% | +29.7% | +13.3% | −11.6% | +43.1% | +16.4% | −9.5% | +0.9% | +37.1% | +5.6% | −11.6% | −0.3% | +221.1% | +28.7% | +192.4pp |
| 2020 | −35.1% | −13.5% | −55.4% | +318.0% | +0.3% | −15.1% | +16.5% | +8.8% | −14.6% | +23.6% | +15.3% | +39.0% | +91.2% | +18.3% | +72.9pp |
| 2019 | +7.1% | −13.9% | +2.0% | −17.9% | −9.4% | −15.8% | −16.6% | −31.2% | −4.7% | −17.2% | −20.4% | +43.2% | −69.6% | +31.2% | −100.9pp |
| 2018 | +2.3% | −3.2% | +5.5% | −4.3% | +0.6% | +11.7% | −3.8% | −9.9% | −4.3% | −10.3% | −17.4% | −28.5% | −50.6% | −4.6% | −46.0pp |
| 2017 | +3.2% | −1.8% | −4.9% | −7.1% | −1.5% | +5.1% | −4.6% | −4.5% | +1.1% | −2.5% | −2.1% | +0.0% | −18.5% | +21.7% | −40.2pp |
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. AR 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 13 | 13 |
| Positive ⓘ | 62% | 46% | 69% | 46% | 54% | 46% | 31% | 42% | 42% | 42% | 23% | 38% |
| Median | +3.2% | −1.7% | +5.5% | −0.4% | +0.3% | −1.7% | −4.6% | −3.5% | −4.5% | −2.1% | −7.5% | −0.3% |
| Best | +27.3% | +29.7% | +33.1% | +318.0% | +43.1% | +16.4% | +29.3% | +8.8% | +37.1% | +23.6% | +26.3% | +43.2% |
| Worst | −35.1% | −15.9% | −55.4% | −17.9% | −11.2% | −28.5% | −19.9% | −31.2% | −23.8% | −17.2% | −20.4% | −28.5% |
| vs SPY ⓘ | −0.9pp | −0.4pp | +2.9pp | −2.0pp | −2.9pp | −0.7pp | −7.5pp | −3.2pp | −3.6pp | −2.4pp | −10.8pp | −5.0pp |
153 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
