| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AVGO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.3% | −3.5% | −2.9% | +34.9% | +7.0% | −15.3% | +2.7% | — | — | — | — | — | +12.5% | +7.5% | +4.9pp |
| 2025 | −4.6% | −9.9% | −15.8% | +15.0% | +25.8% | +14.1% | +6.5% | +1.3% | +11.1% | +12.0% | +9.0% | −13.9% | +50.6% | +17.7% | +32.9pp |
| 2024 | +5.7% | +10.2% | +2.4% | −1.9% | +2.2% | +21.2% | +0.1% | +1.3% | +6.3% | −1.6% | −4.5% | +43.4% | +110.5% | +24.9% | +85.6pp |
| 2023 | +4.6% | +1.6% | +8.7% | −2.3% | +29.0% | +7.9% | +3.6% | +2.7% | −9.5% | +1.3% | +10.0% | +21.1% | +104.2% | +26.2% | +78.0pp |
| 2022 | −12.0% | +0.3% | +7.9% | −12.0% | +4.6% | −15.6% | +10.2% | −6.8% | −10.3% | +5.9% | +17.2% | +2.3% | −13.3% | −18.2% | +4.9pp |
| 2021 | +2.9% | +4.3% | −0.6% | −1.6% | +3.5% | +1.7% | +1.8% | +2.4% | −1.8% | +9.6% | +4.1% | +20.9% | +56.5% | +28.7% | +27.8pp |
| 2020 | −3.4% | −10.7% | −11.6% | +14.6% | +7.2% | +9.5% | +0.4% | +9.6% | +5.9% | −4.0% | +14.9% | +10.0% | +44.9% | +18.3% | +26.5pp |
| 2019 | +5.5% | +2.7% | +10.2% | +5.9% | −21.0% | +15.5% | +0.7% | −2.5% | −1.4% | +6.1% | +8.0% | +1.0% | +29.1% | +31.2% | −2.2pp |
| 2018 | −3.5% | −0.6% | −3.7% | −2.6% | +9.9% | −3.1% | −8.6% | −1.2% | +13.5% | −9.4% | +6.2% | +8.2% | +2.2% | −4.6% | +6.8pp |
| 2017 | +12.9% | +6.7% | +4.3% | +0.8% | +8.5% | −2.3% | +5.8% | +2.2% | −3.4% | +8.8% | +5.3% | −7.0% | +49.5% | +21.7% | +27.8pp |
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. AVGO 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 59% | 71% | 59% | 35% | 88% | 65% | 71% | 63% | 41% | 53% | 82% | 76% |
| Median | +2.3% | +2.7% | +4.0% | −1.6% | +7.0% | +2.0% | +1.8% | +1.3% | −0.7% | +1.3% | +5.9% | +8.2% |
| Best | +17.6% | +25.7% | +15.7% | +34.9% | +29.0% | +21.2% | +10.2% | +18.3% | +13.5% | +12.0% | +17.2% | +43.4% |
| Worst | −12.0% | −10.7% | −15.8% | −12.0% | −21.0% | −15.6% | −11.5% | −7.4% | −10.3% | −12.1% | −11.4% | −13.9% |
| vs SPY ⓘ | −1.3pp | +2.7pp | +1.7pp | −2.1pp | +4.4pp | +1.0pp | −0.8pp | +0.7pp | +2.8pp | −0.7pp | +4.4pp | +8.1pp |
203 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
