| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ASM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +44.8% | +7.0% | −34.3% | +1.9% | +13.7% | −13.4% | −12.8% | — | — | — | — | — | −11.0% | +9.3% | −20.3pp |
| 2025 | +35.1% | +4.2% | +48.4% | +17.9% | +46.1% | +13.6% | −11.4% | +40.1% | +17.4% | −11.4% | +20.4% | +10.9% | +604.9% | +17.7% | +587.2pp |
| 2024 | −9.4% | −3.8% | +36.4% | +17.4% | +46.3% | −15.9% | +20.0% | −5.6% | +7.8% | +18.2% | −15.4% | −19.9% | +68.1% | +24.9% | +43.2pp |
| 2023 | +13.7% | −10.1% | +28.1% | −4.5% | −17.6% | −5.7% | +13.5% | −15.9% | −17.5% | −13.5% | +23.9% | −5.9% | −23.0% | +26.2% | −49.1pp |
| 2022 | −14.1% | +7.9% | +18.0% | −23.4% | −2.8% | −22.9% | +16.7% | −15.1% | −4.7% | +19.6% | +14.7% | −2.8% | −20.9% | −18.2% | −2.7pp |
| 2021 | −5.4% | +13.8% | −11.4% | +0.0% | +5.6% | −10.7% | −8.5% | −4.7% | −19.1% | +15.2% | −7.8% | −1.8% | −33.8% | +28.7% | −62.6pp |
| 2020 | −5.0% | −29.4% | −12.1% | +19.1% | +70.5% | +17.4% | +30.9% | +11.3% | −15.9% | −8.1% | +2.7% | +38.8% | +125.3% | +18.3% | +106.9pp |
| 2019 | +0.1% | +10.5% | −10.9% | −10.6% | −18.1% | +25.2% | +29.9% | −7.8% | −11.2% | −3.6% | −4.6% | +7.1% | −5.4% | +31.2% | −36.6pp |
| 2018 | +6.0% | −12.0% | +10.8% | +1.8% | −7.1% | −5.3% | −7.3% | −14.5% | −36.5% | −11.6% | +1.0% | +9.5% | −54.5% | −4.6% | −49.9pp |
| 2017 | +28.5% | −1.1% | +0.0% | −12.6% | −3.9% | +9.6% | +13.7% | −5.5% | −9.9% | −14.8% | −4.9% | +6.8% | −2.2% | +21.7% | −23.9pp |
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. ASM 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 | 20 | 20 | 20 | 20 | 21 |
| Positive ⓘ | 48% | 62% | 48% | 48% | 29% | 43% | 48% | 35% | 35% | 45% | 60% | 52% |
| Median | −1.7% | +7.0% | +0.0% | +0.0% | −4.3% | −5.2% | −3.9% | −5.5% | −10.5% | −4.5% | +0.9% | +2.7% |
| Best | +44.8% | +57.9% | +48.4% | +47.1% | +70.5% | +66.4% | +30.9% | +40.1% | +29.5% | +74.3% | +24.7% | +59.6% |
| Worst | −14.1% | −29.4% | −34.3% | −23.4% | −29.7% | −22.9% | −25.0% | −25.2% | −37.2% | −67.4% | −28.7% | −29.7% |
| vs SPY ⓘ | −0.2pp | +7.9pp | −0.1pp | −5.3pp | −5.4pp | −3.1pp | −2.6pp | −7.8pp | −12.0pp | −4.2pp | −2.4pp | +2.9pp |
248 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
