| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.2% | +14.8% | −5.8% | +31.0% | +14.3% | −0.6% | −0.3% | — | — | — | — | — | +93.2% | +9.3% | +83.8pp |
| 2025 | +3.0% | −7.3% | −3.9% | +7.3% | +6.3% | +7.6% | −9.0% | +8.9% | −4.2% | −7.8% | −3.2% | +2.0% | −2.6% | +17.7% | −20.3pp |
| 2024 | −9.1% | +5.7% | +10.2% | −1.4% | +2.9% | −8.0% | +2.4% | +9.2% | −1.7% | −10.7% | +1.3% | −5.9% | −7.5% | +24.9% | −32.4pp |
| 2023 | +12.4% | +0.4% | +5.8% | −8.4% | +10.7% | +13.1% | −0.5% | −6.4% | −6.1% | −9.4% | +4.5% | +3.1% | +16.9% | +26.2% | −9.3pp |
| 2022 | −7.6% | −1.7% | −2.7% | −0.6% | +2.4% | −7.1% | +14.3% | −18.2% | −12.0% | +9.8% | +7.4% | −3.8% | −22.1% | −18.2% | −3.9pp |
| 2021 | +0.3% | +2.7% | +10.5% | +2.9% | +5.5% | −5.4% | +4.2% | +2.2% | −7.4% | +3.1% | +5.1% | +10.4% | +38.0% | +28.7% | +9.3pp |
| 2020 | −10.4% | −11.7% | −22.7% | +21.3% | +9.8% | −0.6% | +4.3% | +9.7% | +0.1% | −1.0% | +17.7% | +6.2% | +14.8% | +18.3% | −3.5pp |
| 2019 | +10.2% | +4.9% | −3.3% | +9.7% | −25.9% | +13.7% | +1.9% | −4.7% | +7.8% | +6.3% | +0.5% | +6.4% | +22.9% | +31.2% | −8.3pp |
| 2018 | +1.2% | +0.3% | −5.6% | −3.0% | −0.8% | +1.6% | +0.7% | +2.2% | −4.9% | −8.2% | +13.7% | −10.4% | −14.3% | −4.6% | −9.7pp |
| 2017 | +3.1% | −1.8% | +1.7% | −4.0% | +7.2% | +3.7% | +3.7% | −2.3% | +1.2% | +4.0% | −3.4% | −0.4% | +12.8% | +21.7% | −8.9pp |
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. ARW 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 67% | 57% | 52% | 71% | 38% | 67% | 52% | 38% | 43% | 81% | 67% |
| Median | +1.2% | +2.7% | +1.7% | +0.2% | +2.9% | −0.9% | +2.9% | +1.7% | −1.7% | −1.0% | +4.5% | +3.1% |
| Best | +20.2% | +14.8% | +14.6% | +31.0% | +14.3% | +13.7% | +21.3% | +9.8% | +16.8% | +29.8% | +17.7% | +36.5% |
| Worst | −12.9% | −12.8% | −22.7% | −19.1% | −25.9% | −18.1% | −16.3% | −18.2% | −21.0% | −33.4% | −20.9% | −10.4% |
| vs SPY ⓘ | +0.3pp | +1.2pp | +1.3pp | +0.3pp | +0.5pp | −1.1pp | +1.6pp | +0.3pp | −2.7pp | −2.7pp | +1.8pp | +1.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
