| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.9% | +37.6% | −22.5% | −3.7% | +4.6% | −16.5% | +1.8% | — | — | — | — | — | −0.6% | +9.3% | −10.0pp |
| 2025 | +30.9% | −2.4% | +28.7% | +13.6% | +4.2% | +4.0% | +1.5% | +24.3% | +24.1% | −3.3% | +27.3% | −0.5% | +288.2% | +17.7% | +270.5pp |
| 2024 | −5.7% | +5.6% | +21.3% | +3.6% | +5.2% | +3.9% | +11.7% | +6.4% | −10.2% | +4.4% | −10.3% | −7.5% | +26.5% | +24.9% | +1.6pp |
| 2023 | +8.2% | −20.7% | +46.5% | +9.9% | −9.0% | −12.9% | +5.3% | −23.3% | −7.1% | +12.9% | +7.9% | −2.9% | −2.7% | +26.2% | −28.9pp |
| 2022 | −11.4% | +25.1% | +2.5% | −13.8% | −15.9% | −13.9% | −0.5% | −6.6% | +2.5% | −5.6% | +40.5% | +5.9% | −5.1% | −18.2% | +13.1pp |
| 2021 | +3.7% | −14.9% | +12.5% | −6.3% | +15.5% | −21.8% | +7.9% | −14.5% | −6.4% | +15.6% | +13.3% | +0.2% | −4.9% | +28.7% | −33.6pp |
| 2020 | −8.9% | −14.3% | −4.1% | +46.7% | +0.7% | +20.1% | +9.2% | −8.3% | −10.6% | −12.3% | −6.4% | +4.4% | +1.9% | +18.3% | −16.4pp |
| 2019 | +13.9% | −0.8% | −7.1% | −9.9% | +12.6% | +34.0% | −4.2% | +33.4% | −19.7% | +20.9% | −13.8% | +17.3% | +78.9% | +31.2% | +47.7pp |
| 2018 | +10.7% | −17.2% | +2.3% | −5.4% | −4.0% | −4.8% | +8.3% | −11.0% | +8.5% | +9.7% | +5.4% | +26.5% | +24.0% | −4.6% | +28.5pp |
| 2017 | +20.9% | −13.3% | −1.4% | +6.1% | −0.3% | −14.7% | +3.1% | +1.2% | −8.4% | +0.1% | +12.4% | −2.5% | −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. AU 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 ⓘ | 62% | 38% | 52% | 57% | 48% | 38% | 57% | 43% | 43% | 52% | 62% | 52% |
| Median | +7.9% | −6.1% | +1.8% | +1.0% | −0.3% | −4.8% | +1.5% | −1.8% | −1.1% | +0.1% | +5.4% | +0.2% |
| Best | +42.3% | +53.5% | +46.5% | +46.7% | +37.4% | +34.5% | +21.3% | +33.4% | +24.1% | +20.9% | +40.5% | +29.8% |
| Worst | −12.6% | −20.7% | −22.5% | −17.2% | −18.4% | −21.8% | −31.6% | −26.6% | −30.2% | −31.1% | −24.2% | −13.8% |
| vs SPY ⓘ | +4.7pp | −4.1pp | −1.5pp | −0.2pp | −4.1pp | −5.3pp | +1.0pp | −4.0pp | −1.1pp | −2.2pp | +3.3pp | −1.6pp |
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.
