| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATXG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.1% | +1.5% | +9.2% | −9.8% | −16.5% | −27.0% | +16.5% | — | — | — | — | — | −39.7% | +9.3% | −49.0pp |
| 2025 | +7.7% | +36.4% | −4.2% | −7.1% | +12.4% | −25.6% | −25.8% | +12.7% | +78.5% | −50.8% | −4.3% | −16.7% | −36.0% | +17.7% | −53.7pp |
| 2024 | −20.1% | −13.0% | −9.0% | +11.5% | +0.0% | −23.2% | −9.4% | −22.3% | +29.0% | −8.3% | −14.5% | +10.2% | −57.5% | +24.9% | −82.3pp |
| 2023 | +36.3% | −19.5% | −14.0% | +4.0% | −30.0% | −10.6% | −46.1% | −41.2% | −35.1% | −10.4% | +5.0% | +13.4% | −86.6% | +26.2% | −112.7pp |
| 2022 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +8653.9% | −99.6% | −27.6% | −17.1% | −37.0% | −85.7% | −18.2% | −67.5pp |
| 2021 | +0.0% | +0.0% | +0.0% | +7.1% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +7.1% | +28.7% | −21.6pp |
| 2020 | +0.0% | +0.0% | +0.0% | +70.7% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +70.7% | +18.3% | +52.4pp |
| 2019 | +0.0% | +0.0% | −94.9% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −94.9% | +31.2% | −126.1pp |
| 2018 | +20.0% | +12.5% | −25.9% | +60.0% | +21.9% | −2.6% | +3.9% | +1.3% | +0.0% | −36.2% | +56.9% | +0.0% | +100.0% | −4.6% | +104.6pp |
| 2017 | +6.5% | −36.1% | +26.1% | +11.7% | +1.9% | +6.1% | −1.7% | +16.3% | −12.0% | +4.0% | +6.6% | +2.6% | +18.3% | +21.7% | −3.4pp |
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. ATXG 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 40% | 30% | 20% | 60% | 30% | 10% | 20% | 44% | 22% | 11% | 33% | 33% |
| Median | +0.0% | +0.0% | −2.1% | +5.6% | +0.0% | −1.3% | +0.0% | +0.0% | +0.0% | −8.3% | +0.0% | +0.0% |
| Best | +36.3% | +36.4% | +26.1% | +70.7% | +21.9% | +6.1% | +16.5% | +8653.9% | +78.5% | +4.0% | +56.9% | +13.4% |
| Worst | −20.1% | −36.1% | −94.9% | −9.8% | −30.0% | −27.0% | −46.1% | −41.2% | −99.6% | −50.8% | −17.1% | −37.0% |
| vs SPY ⓘ | +2.9pp | −0.2pp | −4.1pp | +5.6pp | −0.4pp | −5.0pp | −4.8pp | −1.9pp | −0.6pp | −7.4pp | −4.2pp | −2.9pp |
115 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
