| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AZZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.0% | +9.6% | −8.0% | +14.5% | −5.3% | +14.4% | −6.5% | — | — | — | — | — | +35.7% | +9.3% | +26.3pp |
| 2025 | +4.9% | +12.0% | −13.0% | +4.0% | +4.5% | +4.2% | +16.1% | +3.1% | −3.3% | −8.3% | +5.6% | +1.7% | +31.9% | +17.7% | +14.2pp |
| 2024 | +7.8% | +16.6% | +6.2% | −7.1% | +17.1% | −7.9% | +3.7% | +4.0% | −0.7% | −7.6% | +22.3% | −12.0% | +42.3% | +24.9% | +17.5pp |
| 2023 | +6.1% | −4.3% | +1.5% | −8.1% | −7.5% | +24.5% | +2.4% | +10.8% | −7.2% | +4.1% | +4.0% | +18.1% | +46.8% | +26.2% | +20.6pp |
| 2022 | −13.6% | +3.5% | −2.0% | −5.1% | −1.9% | −8.8% | +4.7% | +0.2% | −14.3% | +10.7% | +3.6% | −3.4% | −26.1% | −18.2% | −7.9pp |
| 2021 | +0.7% | +7.4% | −1.4% | +4.9% | +1.6% | −3.2% | +2.7% | +1.1% | −0.7% | +0.2% | −2.3% | +6.6% | +18.1% | +28.7% | −10.6pp |
| 2020 | −9.9% | −10.6% | −23.8% | +11.6% | +1.5% | +8.4% | −7.5% | +10.0% | −1.8% | −1.1% | +32.7% | +6.4% | +5.3% | +18.3% | −13.0pp |
| 2019 | +11.3% | +2.8% | −11.1% | +16.5% | −11.4% | +9.4% | +1.6% | −11.4% | +5.5% | −10.6% | −1.9% | +20.7% | +15.6% | +31.2% | −15.6pp |
| 2018 | −11.0% | −9.9% | +7.0% | +2.3% | −2.9% | +0.5% | +25.1% | −0.8% | −6.0% | −11.9% | +7.6% | −15.5% | −19.9% | −4.6% | −15.3pp |
| 2017 | −6.8% | −1.2% | +1.4% | −0.5% | −8.1% | +2.9% | −8.8% | −3.6% | −0.4% | −1.5% | +0.6% | +6.2% | −19.0% | +21.7% | −40.7pp |
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. AZZ 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 ⓘ | 52% | 67% | 71% | 48% | 57% | 67% | 76% | 52% | 38% | 43% | 62% | 62% |
| Median | +0.2% | +3.5% | +2.6% | −0.1% | +1.5% | +3.5% | +3.7% | +0.2% | −0.7% | −1.5% | +3.6% | +4.3% |
| Best | +36.5% | +16.6% | +30.4% | +36.0% | +18.9% | +27.2% | +25.1% | +13.6% | +23.1% | +15.9% | +32.7% | +20.7% |
| Worst | −21.8% | −10.6% | −23.8% | −25.0% | −11.4% | −8.8% | −8.8% | −20.0% | −18.1% | −29.5% | −21.5% | −15.5% |
| vs SPY ⓘ | −2.1pp | +1.6pp | +1.3pp | −1.1pp | −1.2pp | +2.2pp | +0.2pp | +0.9pp | −1.2pp | −3.9pp | −1.5pp | +1.9pp |
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.
