| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CAN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −27.4% | −12.6% | +23.5% | −22.5% | −30.6% | −19.5% | — | — | — | — | — | −66.5% | +7.5% | −74.1pp |
| 2025 | +1.0% | −36.7% | −33.0% | −19.8% | −13.7% | +1.9% | +11.6% | +8.0% | +18.4% | +62.1% | −29.4% | −31.7% | −66.3% | +17.7% | −84.1pp |
| 2024 | −37.9% | +9.4% | −3.2% | −42.4% | +15.4% | −1.0% | +0.0% | −7.8% | +9.5% | +14.9% | +82.8% | −3.3% | −11.3% | +24.9% | −36.1pp |
| 2023 | +52.4% | −10.8% | −3.6% | +4.4% | −27.7% | +4.4% | +49.3% | −36.8% | −9.5% | +5.5% | −21.4% | +53.0% | +12.1% | +26.2% | −14.0pp |
| 2022 | −16.5% | +22.6% | +3.0% | −30.0% | −1.6% | −13.9% | +22.0% | −10.7% | −6.6% | −11.6% | −10.3% | −20.8% | −60.0% | −18.2% | −41.8pp |
| 2021 | −23.1% | +232.5% | +36.3% | −39.5% | −32.9% | −3.0% | −15.6% | +36.6% | −35.0% | +40.3% | +2.6% | −41.4% | −13.2% | +28.7% | −41.9pp |
| 2020 | −1.6% | −15.2% | −40.3% | +70.4% | −54.4% | −19.5% | +31.6% | −19.6% | −7.0% | +16.6% | +129.4% | +18.6% | −2.8% | +18.3% | −21.1pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | — | −26.1% | −26.1% | +31.2% | −57.3pp |
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. CAN 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 7 |
| Positive ⓘ | 29% | 43% | 29% | 43% | 14% | 29% | 57% | 33% | 33% | 83% | 50% | 29% |
| Median | −1.6% | −10.8% | −3.6% | −19.8% | −22.5% | −3.0% | +11.6% | −9.2% | −6.8% | +15.7% | −3.9% | −20.8% |
| Best | +52.4% | +232.5% | +36.3% | +70.4% | +15.4% | +4.4% | +49.3% | +36.6% | +18.4% | +62.1% | +129.4% | +53.0% |
| Worst | −37.9% | −36.7% | −40.3% | −42.4% | −54.4% | −30.6% | −19.5% | −36.8% | −35.0% | −11.6% | −29.4% | −41.4% |
| vs SPY ⓘ | −2.9pp | −7.3pp | −7.3pp | −19.0pp | −27.7pp | −5.2pp | +9.3pp | −8.4pp | −0.3pp | +17.4pp | −6.3pp | −15.0pp |
80 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
