| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AXIL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.7% | −0.2% | +3.0% | −3.7% | +4.3% | −4.7% | −10.9% | — | — | — | — | — | −13.9% | +7.5% | −21.4pp |
| 2025 | +60.4% | +31.8% | −38.7% | +23.8% | −0.6% | −10.7% | +60.8% | −36.3% | +12.1% | −11.3% | −8.7% | +35.8% | +79.5% | +17.7% | +61.8pp |
| 2024 · part | — | — | −1.1% | −13.2% | −21.6% | −12.3% | −22.3% | −10.2% | −19.0% | +0.0% | −1.4% | −9.0% | −70.0% | +24.9% | −94.9pp |
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. AXIL 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 ⓘ | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 50% | 33% | 33% | 33% | 0% | 33% | 0% | 50% | 0% | 0% | 50% |
| Median | +29.3% | +15.8% | −1.1% | −3.7% | −0.6% | −10.7% | −10.9% | −23.3% | −3.5% | −5.6% | −5.0% | +13.4% |
| Best | +60.4% | +31.8% | +3.0% | +23.8% | +4.3% | −4.7% | +60.8% | −10.2% | +12.1% | +0.0% | −1.4% | +35.8% |
| Worst | −1.7% | −0.2% | −38.7% | −13.2% | −21.6% | −12.3% | −22.3% | −36.3% | −19.0% | −11.3% | −8.7% | −9.0% |
| vs SPY ⓘ | +27.2pp | +16.8pp | −4.4pp | −9.2pp | −6.9pp | −15.8pp | −8.6pp | −25.4pp | −6.3pp | −6.4pp | −8.1pp | +14.6pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
