Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AWAY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.2% | −11.9% | −6.0% | +8.3% | −0.5% | +5.1% | +6.2% | +3.7% | — | — | — | — | −3.2% | +12.9% | −16.1pp |
| 2025 | +1.4% | −2.6% | −6.2% | −0.2% | +6.8% | +1.7% | −1.0% | +4.6% | −0.2% | −4.1% | −4.7% | +1.8% | −3.4% | +17.7% | −21.1pp |
| 2024 | −3.0% | +2.4% | +6.0% | −4.0% | +1.1% | −1.4% | −1.3% | −1.8% | +7.4% | −0.9% | +10.4% | −3.7% | +10.4% | +24.9% | −14.4pp |
| 2023 | +16.8% | −5.9% | −4.6% | −1.7% | −3.8% | +4.0% | +10.5% | −4.8% | −6.0% | −9.0% | +14.8% | +10.7% | +17.9% | +26.2% | −8.2pp |
| 2022 | −4.1% | +1.7% | −0.1% | −6.2% | −7.5% | −14.8% | +0.4% | +2.2% | −12.4% | +0.8% | +10.4% | −6.0% | −32.3% | −18.2% | −14.1pp |
| 2021 | −2.5% | +29.7% | −4.5% | −3.5% | +3.3% | −4.4% | −8.4% | −1.2% | +5.3% | −4.1% | −13.7% | +3.7% | −5.9% | +28.7% | −34.6pp |
| 2020 · part | — | — | −30.0% | +15.8% | +11.2% | +0.1% | +0.7% | +10.6% | −7.2% | −8.4% | +39.8% | +6.3% | +26.9% | +18.3% | +8.6pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 6 | 6 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 50% | 14% | 29% | 57% | 57% | 57% | 57% | 33% | 17% | 67% | 67% |
| Median | −2.8% | −0.5% | −4.6% | −1.7% | +1.1% | +0.1% | +0.4% | +2.2% | −3.1% | −4.1% | +10.4% | +2.8% |
| Best | +16.8% | +29.7% | +6.0% | +15.8% | +11.2% | +5.1% | +10.5% | +10.6% | +7.4% | +0.8% | +39.8% | +10.7% |
| Worst | −6.2% | −11.9% | −30.0% | −6.2% | −7.5% | −14.8% | −8.4% | −4.8% | −12.4% | −9.0% | −13.7% | −6.0% |
| vs SPY ⓘ | −1.4pp | −2.1pp | −3.9pp | +0.0pp | −4.0pp | −3.4pp | −3.3pp | +1.2pp | −2.2pp | −6.7pp | +4.6pp | +0.8pp |
78 monthly observations · 2020–2026 · benchmark SPY
