| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATEX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.3% | +40.5% | +3.5% | +26.5% | +32.5% | +60.8% | −14.3% | — | — | — | — | — | +304.0% | +7.5% | +296.5pp |
| 2025 | −6.8% | +36.5% | −6.2% | −18.4% | −10.9% | −3.5% | −13.4% | +6.9% | −9.6% | −5.8% | +1.7% | +6.2% | −28.8% | +17.7% | −46.5pp |
| 2024 | −10.5% | +33.1% | −15.3% | −6.2% | +6.8% | +17.7% | +1.7% | −11.9% | +6.2% | −13.8% | +6.8% | −11.6% | −8.0% | +24.9% | −32.8pp |
| 2023 | +12.1% | −16.3% | +9.4% | −4.4% | +3.4% | −2.9% | −11.4% | +17.9% | −5.2% | −2.8% | +7.2% | +1.9% | +3.6% | +26.2% | −22.6pp |
| 2022 | −12.8% | +3.9% | +8.7% | −10.5% | −17.5% | −4.0% | +8.3% | −4.6% | −15.9% | +7.4% | −11.3% | −5.4% | −45.3% | −18.2% | −27.1pp |
| 2021 | −3.5% | +16.4% | +11.7% | +0.3% | +4.5% | +21.3% | −2.8% | +1.2% | +2.8% | +5.6% | −6.1% | −2.3% | +56.3% | +28.7% | +27.5pp |
| 2020 | +7.5% | +0.8% | −2.5% | +15.0% | +2.1% | −15.4% | −3.9% | +0.4% | −25.2% | −2.4% | −6.2% | +25.6% | −13.0% | +18.3% | −31.3pp |
| 2019 | +7.9% | −2.6% | −10.5% | +13.2% | +22.5% | −3.6% | −5.3% | −12.9% | −6.6% | +12.0% | +4.7% | +1.7% | +15.6% | +31.2% | −15.7pp |
| 2018 | +7.2% | −6.4% | −7.3% | −2.5% | −12.9% | −1.6% | +19.8% | +0.5% | +12.8% | +19.5% | +7.3% | −13.9% | +16.5% | −4.6% | +21.0pp |
| 2017 | −5.5% | +20.9% | −15.1% | +17.4% | −6.8% | −2.5% | +6.0% | +18.4% | +1.9% | −4.2% | +14.4% | −1.7% | +42.4% | +21.7% | +20.6pp |
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. ATEX 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 ⓘ | 11 | 11 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 73% | 42% | 50% | 50% | 25% | 42% | 73% | 36% | 45% | 55% | 45% |
| Median | −3.5% | +16.4% | −4.3% | −0.4% | −1.1% | −3.2% | −3.3% | +1.2% | −6.5% | −2.4% | +1.7% | −1.7% |
| Best | +20.3% | +40.5% | +20.9% | +26.5% | +32.5% | +60.8% | +19.8% | +19.0% | +12.8% | +19.5% | +14.4% | +25.6% |
| Worst | −12.8% | −16.3% | −15.3% | −18.4% | −40.2% | −15.4% | −30.6% | −12.9% | −25.2% | −13.8% | −11.3% | −13.9% |
| vs SPY ⓘ | −2.5pp | +13.6pp | +2.2pp | −1.9pp | −4.1pp | −5.9pp | −6.0pp | −0.5pp | −3.9pp | −0.8pp | −1.9pp | −2.7pp |
137 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
