| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AVIR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.8% | +10.4% | +15.0% | +2.4% | −15.2% | −0.4% | +1.9% | — | — | — | — | — | +32.8% | +9.3% | +23.4pp |
| 2025 | −8.7% | −1.0% | −1.3% | −1.3% | +0.7% | +21.2% | +1.1% | −7.7% | −13.7% | +12.1% | −4.6% | +15.2% | +6.6% | +17.7% | −11.2pp |
| 2024 | +36.4% | +3.6% | −6.3% | −8.4% | −0.8% | −9.8% | +15.4% | +0.8% | −13.0% | −3.3% | +5.6% | −2.0% | +9.8% | +24.9% | −15.1pp |
| 2023 | −3.7% | −23.5% | −5.4% | −2.4% | +22.0% | −6.3% | −8.3% | −2.0% | −10.7% | +8.3% | −8.0% | +2.0% | −36.6% | +26.2% | −62.8pp |
| 2022 | −20.1% | −11.2% | +13.9% | −18.7% | +34.2% | −9.9% | +15.5% | −8.5% | −24.1% | +5.4% | −21.8% | +2.6% | −46.2% | −18.2% | −28.0pp |
| 2021 | +74.7% | +3.2% | −18.1% | −60.0% | −17.4% | +5.2% | +16.6% | +18.7% | +18.0% | −66.8% | −30.5% | +10.5% | −78.6% | +28.7% | −107.3pp |
| 2020 | — | — | — | — | — | — | — | — | — | +3588.8% | +9.8% | +25.4% | +4979.6% | +18.3% | +4961.3pp |
| 2018 · part | +3.2% | +40.7% | — | — | — | — | — | — | — | — | — | — | +45.2% | −4.6% | +49.8pp |
| 2017 | +5.7% | −54.6% | +10.2% | −7.7% | −21.7% | +42.6% | −17.9% | +14.5% | +9.5% | −10.1% | +3.0% | −11.3% | −54.0% | +21.7% | −75.7pp |
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. AVIR 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 ⓘ | 8 | 9 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 44% | 38% | 25% | 38% | 38% | 63% | 43% | 43% | 50% | 50% | 63% |
| Median | +4.5% | +0.0% | −3.3% | −5.0% | −3.9% | −2.8% | +1.5% | −2.0% | −10.7% | +1.1% | −0.8% | +2.3% |
| Best | +74.7% | +40.7% | +15.0% | +5.7% | +34.2% | +42.6% | +16.6% | +18.7% | +44.4% | +3588.8% | +10.3% | +25.4% |
| Worst | −20.1% | −54.6% | −18.1% | −60.0% | −21.7% | −9.9% | −17.9% | −8.5% | −24.1% | −66.8% | −30.5% | −11.5% |
| vs SPY ⓘ | +0.8pp | +0.1pp | −2.4pp | −6.2pp | −7.3pp | −0.5pp | +0.7pp | −1.6pp | −6.0pp | −2.5pp | −2.9pp | +3.1pp |
95 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
