| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AZO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.2% | +1.4% | −10.1% | +9.7% | −20.8% | +8.9% | −1.7% | — | — | — | — | — | −7.4% | +7.5% | −14.9pp |
| 2025 | +4.6% | +4.3% | +9.2% | −1.3% | −0.8% | −0.6% | +1.5% | +11.4% | +2.2% | −14.4% | +7.6% | −14.2% | +5.9% | +17.7% | −11.8pp |
| 2024 | +6.8% | +8.8% | +4.8% | −6.2% | −6.3% | +7.0% | +5.7% | +1.5% | −1.0% | −4.5% | +5.3% | +1.0% | +23.8% | +24.9% | −1.0pp |
| 2023 | −1.1% | +2.0% | −1.1% | +8.3% | −10.4% | +4.5% | −0.5% | +2.0% | +0.3% | −2.5% | +5.4% | −0.9% | +4.8% | +26.2% | −21.3pp |
| 2022 | −5.2% | −6.2% | +9.7% | −4.4% | +5.3% | +4.3% | −0.5% | −0.9% | +1.1% | +18.3% | +1.8% | −4.4% | +17.6% | −18.2% | +35.8pp |
| 2021 | −5.7% | +3.7% | +21.1% | +4.3% | −3.9% | +6.1% | +8.8% | −4.6% | +9.6% | +5.1% | +1.8% | +15.4% | +76.8% | +28.7% | +48.1pp |
| 2020 | −11.2% | −2.4% | −18.1% | +20.6% | +12.5% | −1.7% | +7.0% | −0.9% | −1.6% | −4.1% | +0.8% | +4.2% | −0.5% | +18.3% | −18.8pp |
| 2019 | +1.1% | +10.8% | +9.1% | +0.4% | −0.1% | +7.0% | +2.1% | −1.9% | −1.5% | +5.5% | +2.9% | +1.1% | +42.1% | +31.2% | +10.9pp |
| 2018 | +7.6% | −13.2% | −2.4% | −3.7% | +4.0% | +3.3% | +5.2% | +8.7% | +1.2% | −5.4% | +10.3% | +3.6% | +17.8% | −4.6% | +22.4pp |
| 2017 | −8.2% | +1.6% | −1.8% | −4.3% | −12.5% | −5.9% | −5.4% | −2.1% | +12.6% | −0.9% | +16.5% | +3.6% | −9.9% | +21.7% | −31.6pp |
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. AZO 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 71% | 62% | 57% | 33% | 62% | 62% | 43% | 62% | 57% | 86% | 71% |
| Median | +1.1% | +2.0% | +3.1% | +2.3% | −0.4% | +1.2% | +2.1% | −0.9% | +1.1% | +1.4% | +4.4% | +3.0% |
| Best | +9.2% | +10.8% | +21.1% | +20.6% | +12.5% | +8.9% | +9.5% | +11.4% | +14.4% | +18.3% | +16.5% | +27.7% |
| Worst | −11.2% | −13.2% | −18.1% | −6.2% | −20.8% | −5.9% | −7.2% | −8.9% | −11.9% | −14.4% | −14.2% | −14.2% |
| vs SPY ⓘ | +1.9pp | +2.0pp | +0.6pp | −0.8pp | −2.1pp | +2.0pp | +0.6pp | −0.2pp | +0.2pp | −0.3pp | +1.8pp | +0.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
