| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BIO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.1% | −5.2% | +0.1% | +0.5% | +11.6% | −6.0% | +11.3% | — | — | — | — | — | +7.8% | +9.3% | −1.5pp |
| 2025 | +9.9% | −26.5% | −8.1% | +0.2% | −7.0% | +6.3% | +0.3% | +23.1% | −5.9% | +14.0% | +1.7% | −6.7% | −7.8% | +17.7% | −25.5pp |
| 2024 | −0.6% | +1.6% | +6.1% | −22.0% | +6.3% | −4.8% | +23.9% | −0.3% | −0.8% | +7.1% | −4.9% | −3.5% | +1.7% | +24.9% | −23.1pp |
| 2023 | +11.2% | +2.2% | +0.2% | −5.9% | −17.2% | +1.5% | +6.9% | −1.3% | −10.4% | −23.2% | +10.8% | +5.9% | −23.2% | +26.2% | −49.4pp |
| 2022 | −20.6% | +4.4% | −10.0% | −9.1% | +5.0% | −8.0% | +13.8% | −13.9% | −14.0% | −15.7% | +17.9% | +1.4% | −44.3% | −18.2% | −26.2pp |
| 2021 | −1.6% | +1.9% | −2.3% | +10.3% | −4.4% | +7.0% | +14.8% | +8.8% | −7.3% | +6.5% | −5.2% | +0.3% | +29.6% | +28.7% | +0.9pp |
| 2020 | −2.5% | −2.5% | −0.4% | +25.5% | +11.6% | −8.1% | +16.3% | −3.1% | +1.4% | +13.8% | −8.2% | +8.3% | +57.5% | +18.3% | +39.2pp |
| 2019 | +7.6% | +8.4% | +12.8% | −1.6% | −4.7% | +8.9% | +0.7% | +7.2% | −1.5% | −0.3% | +11.4% | +0.2% | +59.3% | +31.2% | +28.1pp |
| 2018 | +8.3% | +4.5% | −7.4% | +1.5% | +13.2% | +0.5% | +6.3% | +6.1% | −3.8% | −12.8% | +0.6% | −15.4% | −2.7% | −4.6% | +1.9pp |
| 2017 | +4.3% | +2.4% | +2.4% | +9.5% | +2.4% | +1.3% | +4.1% | −7.6% | +2.0% | −1.1% | +23.4% | −12.0% | +30.9% | +21.7% | +9.2pp |
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. BIO 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% | 62% | 62% | 57% | 48% | 81% | 52% | 38% | 52% | 67% | 71% |
| Median | +2.8% | +1.9% | +1.5% | +1.3% | +2.4% | −0.8% | +2.7% | +2.6% | −1.5% | +0.1% | +3.0% | +1.4% |
| Best | +11.2% | +11.1% | +18.3% | +25.5% | +13.2% | +8.9% | +23.9% | +23.1% | +10.1% | +14.0% | +23.4% | +12.0% |
| Worst | −20.6% | −26.5% | −10.0% | −22.0% | −17.2% | −9.6% | −8.7% | −13.9% | −14.0% | −23.2% | −13.1% | −15.4% |
| vs SPY ⓘ | +0.2pp | −0.9pp | −1.5pp | −0.3pp | +1.3pp | −1.2pp | +1.3pp | +0.6pp | −1.2pp | −1.2pp | +1.6pp | +0.8pp |
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.
