| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARGYF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +38.6% | +8.7% | +141.7% | −12.0% | −13.8% | −6.6% | +10.2% | — | — | — | — | — | +184.0% | +9.3% | +174.7pp |
| 2025 | −8.7% | +14.3% | +21.4% | −24.3% | −16.7% | −20.0% | +48.8% | +155.6% | +10.4% | −18.8% | −20.0% | −14.8% | +48.6% | +17.7% | +30.9pp |
| 2024 | −11.8% | +2.0% | −11.3% | −15.6% | −27.8% | +0.2% | −34.5% | +41.3% | −29.8% | −14.5% | −16.2% | −9.1% | −79.4% | +24.9% | −104.3pp |
| 2023 | +46.8% | −13.0% | −6.2% | −12.9% | −13.7% | +0.7% | +59.3% | −25.7% | −8.4% | −8.7% | −20.4% | +34.0% | −4.3% | +26.2% | −30.5pp |
| 2022 | −20.2% | −6.8% | +8.3% | +14.4% | −8.4% | −24.6% | +4.1% | −4.0% | −25.1% | −43.6% | +33.4% | −14.4% | −69.2% | −18.2% | −51.1pp |
| 2021 | +96.2% | +22.2% | +105.3% | +6.9% | +15.3% | −33.3% | −8.1% | −5.4% | +10.5% | −24.4% | −11.2% | +25.2% | +226.1% | +28.7% | +197.4pp |
| 2020 | — | — | — | — | — | −7.3% | +2.5% | +0.0% | −9.8% | +35.4% | +0.0% | −2.2% | +13.6% | +18.3% | −4.8pp |
| 2019 | −10.0% | +0.0% | +0.0% | +12.9% | +0.0% | +4.3% | +0.0% | +0.0% | −53.2% | +0.0% | +0.0% | +919.5% | +405.6% | +31.2% | +374.4pp |
| 2018 | −7.9% | −19.0% | +0.0% | +0.0% | −25.9% | +0.0% | −16.7% | +37.8% | +0.0% | +0.0% | +0.0% | +0.0% | −36.6% | −4.6% | −32.0pp |
| 2017 | +0.0% | +0.0% | −57.9% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +86.2% | −7.6% | −27.6% | +21.7% | −49.3pp |
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. ARGYF 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 33% | 44% | 44% | 33% | 11% | 30% | 50% | 40% | 30% | 20% | 20% | 30% |
| Median | −7.9% | +0.0% | +0.0% | +0.0% | −13.7% | −3.3% | +1.2% | +0.0% | −4.2% | −4.3% | +0.0% | −1.1% |
| Best | +96.2% | +22.2% | +141.7% | +14.4% | +15.3% | +4.3% | +59.3% | +155.6% | +12.3% | +46.8% | +86.2% | +919.5% |
| Worst | −20.2% | −19.0% | −57.9% | −24.3% | −27.8% | −33.3% | −34.5% | −25.7% | −53.2% | −43.6% | −20.4% | −14.8% |
| vs SPY ⓘ | −11.4pp | −3.2pp | +2.7pp | −1.0pp | −14.1pp | −5.7pp | −2.7pp | +0.9pp | −2.8pp | −4.4pp | −7.1pp | −3.9pp |
115 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
