| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AVMA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.5% | +2.6% | −4.2% | +6.1% | +2.4% | +0.5% | −0.7% | — | — | — | — | — | +10.3% | +7.5% | +2.7pp |
| 2025 | +2.5% | −0.3% | −2.3% | −0.3% | +3.9% | +3.6% | +0.8% | +3.0% | +1.9% | +0.9% | +1.2% | +1.0% | +16.7% | +17.7% | −1.0pp |
| 2024 | −0.6% | +2.7% | +3.1% | −3.2% | +3.3% | +0.2% | +2.9% | +1.3% | +1.8% | −1.8% | +4.0% | −3.6% | +10.0% | +24.9% | −14.9pp |
| 2023 · part | — | — | — | — | — | — | +3.3% | −2.1% | −3.0% | −2.8% | +6.7% | +5.5% | +7.4% | +26.2% | −18.7pp |
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. AVMA 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 67% | 33% | 33% | 100% | 100% | 75% | 67% | 67% | 33% | 100% | 67% |
| Median | +2.5% | +2.6% | −2.3% | −0.3% | +3.3% | +0.5% | +1.9% | +1.3% | +1.8% | −1.8% | +4.0% | +1.0% |
| Best | +3.5% | +2.7% | +3.1% | +6.1% | +3.9% | +3.6% | +3.3% | +3.0% | +1.9% | +0.9% | +6.7% | +5.5% |
| Worst | −0.6% | −0.3% | −4.2% | −3.2% | +2.4% | +0.2% | −0.7% | −2.1% | −3.0% | −2.8% | +1.2% | −3.6% |
| vs SPY ⓘ | −0.2pp | +1.0pp | +0.7pp | +0.5pp | −2.4pp | −1.6pp | +0.8pp | −0.5pp | −0.3pp | −0.9pp | −1.9pp | +0.9pp |
37 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
