| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATXI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −70.3% | −5.9% | +52.6% | +89.7% | −45.5% | −6.7% | −10.6% | — | — | — | — | — | −63.2% | +9.3% | −72.6pp |
| 2025 | −32.0% | −19.1% | −72.7% | −19.7% | −9.6% | −7.9% | +126.7% | +25.3% | +38.1% | −8.5% | +6.2% | −11.0% | −66.0% | +17.7% | −83.7pp |
| 2024 | −8.1% | +2.5% | −2.8% | −54.7% | −31.3% | +1.7% | −20.0% | −9.3% | −2.0% | −3.6% | −10.6% | −6.8% | −83.4% | +24.9% | −108.3pp |
| 2023 | +19.0% | −19.6% | +5.0% | −18.5% | +14.2% | +7.8% | −10.3% | −26.1% | −8.9% | −66.8% | −9.8% | −24.1% | −86.1% | +26.2% | −112.3pp |
| 2022 | — | — | — | — | — | — | −71.8% | −5.9% | +179.1% | −76.3% | −43.9% | −13.4% | −91.5% | −18.2% | −73.3pp |
| 2021 | −0.5% | −20.6% | +29.1% | −15.7% | −3.1% | −49.4% | −28.7% | +1.1% | −17.7% | +6.0% | −10.8% | −35.6% | −84.7% | +28.7% | −113.5pp |
| 2020 | +2.0% | −9.3% | +0.7% | +6.3% | +20.7% | −6.1% | −5.9% | +9.9% | −2.7% | −71.0% | +8.0% | +75.5% | −38.0% | +18.3% | −56.4pp |
| 2019 | +12.8% | −8.9% | −14.4% | +3.8% | +5.5% | +21.2% | −5.6% | +5.9% | −5.4% | −3.9% | +3.0% | +62.7% | +77.8% | +31.2% | +46.6pp |
| 2018 | +4.1% | +35.5% | −11.7% | −16.0% | +6.9% | −11.6% | +10.3% | −9.1% | −21.4% | +25.2% | +47.6% | +3.6% | +49.2% | −4.6% | +53.7pp |
| 2017 · part | — | — | — | — | — | — | −16.0% | −12.4% | −5.6% | −3.8% | −21.8% | −13.0% | −54.5% | +21.7% | −76.2pp |
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. ATXI is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 50% | 25% | 50% | 38% | 50% | 38% | 20% | 44% | 22% | 22% | 44% | 33% |
| Median | +0.7% | −9.1% | −1.0% | −15.8% | +1.2% | −6.4% | −10.4% | −5.9% | −5.4% | −3.9% | −9.8% | −11.0% |
| Best | +19.0% | +35.5% | +52.6% | +89.7% | +20.7% | +21.2% | +126.7% | +25.3% | +179.1% | +25.2% | +47.6% | +75.5% |
| Worst | −70.3% | −20.6% | −72.7% | −54.7% | −45.5% | −49.4% | −71.8% | −26.1% | −21.4% | −76.3% | −43.9% | −35.6% |
| vs SPY ⓘ | −0.5pp | −8.6pp | −2.4pp | −17.7pp | +0.3pp | −6.8pp | −12.7pp | −1.9pp | −4.1pp | −6.2pp | −10.0pp | −7.7pp |
103 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
