| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ASYS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +33.9% | −22.4% | −10.5% | +49.1% | +22.2% | +8.5% | −35.9% | — | — | — | — | — | +17.8% | +9.3% | +8.5pp |
| 2025 | −7.3% | −2.2% | −2.2% | −28.6% | +16.2% | +10.7% | +6.1% | +34.4% | +46.3% | −14.4% | −1.0% | +59.9% | +130.3% | +17.7% | +112.6pp |
| 2024 | −2.9% | +17.9% | +12.5% | −10.9% | +33.2% | −8.7% | −2.0% | +10.8% | −8.8% | −4.1% | +1.4% | −3.4% | +29.8% | +24.9% | +4.9pp |
| 2023 | +42.5% | −11.5% | −0.4% | −9.5% | +3.1% | +7.4% | +12.4% | −20.2% | −11.2% | −5.9% | +7.9% | −45.7% | −44.7% | +26.2% | −70.9pp |
| 2022 | −9.1% | +15.8% | −3.3% | −9.4% | −1.1% | −19.0% | +7.1% | +41.9% | −23.4% | +8.5% | +18.7% | −30.5% | −23.1% | −18.2% | −4.9pp |
| 2021 | +9.6% | +37.2% | +23.3% | −10.8% | −0.9% | −7.7% | +7.5% | −0.2% | +10.5% | +31.4% | −34.1% | −0.2% | +54.9% | +28.7% | +26.1pp |
| 2020 | −28.4% | −2.9% | −12.7% | +14.0% | +5.6% | −7.1% | +5.7% | +10.3% | −13.9% | +8.8% | +16.0% | +3.4% | −10.9% | +18.3% | −29.2pp |
| 2019 | +11.0% | −5.0% | +11.5% | +24.2% | −18.9% | +2.4% | +6.9% | −13.8% | +4.5% | +7.9% | +4.5% | +19.7% | +58.1% | +31.2% | +26.8pp |
| 2018 | −0.4% | −24.3% | −3.6% | −5.3% | +42.3% | −38.6% | −6.4% | −3.0% | −2.7% | −12.2% | +17.3% | −17.6% | −55.0% | −4.6% | −50.4pp |
| 2017 | +27.1% | +16.3% | −12.4% | +28.0% | +14.6% | +4.6% | +4.6% | +25.1% | +8.4% | +21.5% | −32.1% | +1.9% | +136.9% | +21.7% | +115.2pp |
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. ASYS 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 ⓘ | 52% | 38% | 48% | 48% | 52% | 48% | 62% | 38% | 48% | 48% | 52% | 52% |
| Median | +1.8% | −2.9% | −0.4% | −3.7% | +3.1% | −1.1% | +5.7% | −3.0% | −2.7% | −1.6% | +0.6% | +1.9% |
| Best | +42.5% | +37.2% | +27.3% | +49.1% | +42.3% | +23.8% | +38.6% | +41.9% | +46.3% | +36.0% | +32.0% | +85.1% |
| Worst | −28.4% | −26.7% | −16.5% | −29.7% | −35.2% | −38.6% | −36.4% | −39.6% | −26.3% | −31.1% | −45.9% | −45.7% |
| vs SPY ⓘ | −0.5pp | −0.9pp | +0.5pp | −1.4pp | +2.7pp | −4.0pp | −0.1pp | −6.2pp | −3.3pp | −1.5pp | −1.2pp | −0.3pp |
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.
