| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BLOK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.4% | −9.9% | −6.9% | +19.4% | +14.3% | −7.7% | −4.2% | — | — | — | — | — | +5.6% | +9.3% | −3.8pp |
| 2025 | +10.8% | −13.1% | −11.4% | +8.9% | +20.4% | +18.0% | +3.4% | +0.8% | +12.6% | +3.3% | −9.6% | −8.5% | +32.6% | +17.7% | +14.9pp |
| 2024 | −9.9% | +24.7% | +8.6% | −15.3% | +7.2% | +7.2% | +3.4% | −3.6% | +6.1% | +7.0% | +25.1% | −9.0% | +53.1% | +24.9% | +28.2pp |
| 2023 | +24.9% | −3.5% | +6.1% | +2.8% | +1.3% | +12.9% | +14.6% | −15.7% | −9.3% | +3.4% | +16.7% | +25.4% | +99.6% | +26.2% | +73.4pp |
| 2022 | −18.0% | +1.6% | +2.2% | −21.8% | −13.8% | −21.4% | +21.3% | −5.3% | −11.2% | +2.8% | −11.0% | −10.6% | −62.4% | −18.2% | −44.2pp |
| 2021 | +9.8% | +31.8% | +10.3% | −5.2% | −13.4% | +4.0% | −6.1% | +10.6% | −9.8% | +24.3% | −0.4% | −17.2% | +30.8% | +28.7% | +2.0pp |
| 2020 | +0.7% | −5.3% | −14.0% | +17.0% | +6.8% | +5.0% | +14.1% | +10.5% | −3.6% | +1.5% | +21.7% | +17.7% | +90.2% | +18.3% | +71.8pp |
| 2019 | +12.1% | +6.2% | +0.0% | +1.8% | −3.0% | +5.4% | +2.7% | −4.2% | −0.4% | +1.0% | +3.8% | +1.8% | +29.5% | +31.2% | −1.7pp |
| 2018 · part | — | −4.9% | −3.7% | +0.1% | +5.2% | −3.8% | +3.3% | +1.9% | −0.6% | −13.9% | −3.7% | −11.0% | −28.4% | −4.6% | −23.8pp |
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. BLOK 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 ⓘ | 8 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 44% | 56% | 67% | 67% | 67% | 78% | 50% | 25% | 88% | 50% | 38% |
| Median | +7.1% | −3.5% | +0.0% | +1.8% | +5.2% | +5.0% | +3.4% | −1.4% | −2.1% | +3.0% | +1.7% | −8.8% |
| Best | +24.9% | +31.8% | +10.3% | +19.4% | +20.4% | +18.0% | +21.3% | +10.6% | +12.6% | +24.3% | +25.1% | +25.4% |
| Worst | −18.0% | −13.1% | −14.0% | −21.8% | −13.8% | −21.4% | −6.1% | −15.7% | −11.2% | −13.9% | −11.0% | −17.2% |
| vs SPY ⓘ | +3.5pp | +2.6pp | −1.5pp | −0.5pp | +2.2pp | +1.8pp | +1.2pp | −1.3pp | −1.6pp | +2.5pp | +0.3pp | −3.5pp |
102 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
