| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ASC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +22.0% | +27.5% | −6.9% | +16.2% | −7.1% | −12.9% | +19.6% | — | — | — | — | — | +62.9% | +7.5% | +55.3pp |
| 2025 | −2.3% | −23.0% | +8.1% | −2.6% | +1.3% | −0.1% | +13.3% | +7.4% | +2.2% | +6.1% | −2.1% | −13.4% | −10.4% | +17.7% | −28.1pp |
| 2024 | +17.6% | −0.8% | +1.2% | +2.0% | +35.6% | +0.5% | −3.8% | −11.1% | −4.1% | −22.0% | −19.6% | +8.9% | −8.1% | +24.9% | −33.0pp |
| 2023 | +1.7% | +27.0% | −18.1% | −1.2% | −18.1% | +5.5% | +14.0% | −10.3% | +4.6% | +2.2% | +3.6% | +3.6% | +5.8% | +26.2% | −20.4pp |
| 2022 | +1.2% | +28.7% | +2.3% | +38.4% | +12.0% | −0.1% | +16.9% | +18.3% | −5.3% | +48.2% | +11.5% | −4.4% | +326.3% | −18.2% | +344.5pp |
| 2021 | −2.1% | +23.1% | +15.2% | −13.7% | +14.5% | −6.0% | −14.0% | −3.9% | +18.9% | −4.3% | −7.6% | −7.9% | +3.4% | +28.7% | −25.4pp |
| 2020 | −32.0% | −9.8% | −4.5% | +25.3% | −11.2% | −25.7% | −5.3% | −10.0% | −3.8% | −21.3% | +18.2% | −1.2% | −63.6% | +18.3% | −81.9pp |
| 2019 | +21.4% | −0.7% | +9.4% | +13.3% | +0.9% | +15.8% | −9.9% | −15.0% | +7.2% | +19.4% | +0.0% | +13.3% | +93.8% | +31.2% | +62.6pp |
| 2018 | −11.2% | +6.3% | +0.7% | +5.3% | +1.3% | +1.2% | −17.7% | +3.7% | −7.1% | −0.6% | −8.8% | −20.7% | −41.6% | −4.6% | −37.1pp |
| 2017 | −0.7% | −6.8% | +17.5% | −3.7% | −7.1% | +13.2% | −2.5% | +1.9% | +1.9% | +0.6% | −4.2% | +0.6% | +8.1% | +21.7% | −13.6pp |
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. ASC 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.
