| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CATY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.8% | −2.2% | +0.3% | +12.4% | +3.6% | +7.5% | +1.7% | — | — | — | — | — | +32.1% | +7.5% | +24.5pp |
| 2025 | −0.3% | −0.4% | −8.3% | −3.1% | +3.6% | +6.2% | −0.7% | +11.1% | −3.8% | −5.3% | +6.6% | +0.6% | +4.7% | +17.7% | −13.1pp |
| 2024 | −7.6% | −4.3% | −3.1% | −9.0% | +8.0% | +2.4% | +17.5% | +0.0% | −2.4% | +7.1% | +13.8% | −8.5% | +10.3% | +24.9% | −14.5pp |
| 2023 | +7.8% | −1.6% | −19.6% | −7.7% | −7.2% | +10.1% | +18.2% | −5.4% | −2.4% | −2.4% | +9.2% | +21.5% | +13.5% | +26.2% | −12.7pp |
| 2022 | +5.0% | +4.9% | −4.8% | −10.4% | +3.4% | −4.8% | +6.5% | +1.4% | −8.3% | +18.6% | +2.7% | −12.2% | −2.1% | −18.2% | +16.1pp |
| 2021 | +5.1% | +12.2% | +8.3% | −0.7% | +3.7% | −5.6% | −3.8% | +5.9% | +4.0% | +1.9% | +0.1% | +2.6% | +37.7% | +28.7% | +9.0pp |
| 2020 | −5.2% | −13.8% | −25.4% | +21.7% | −2.6% | −2.2% | −8.1% | +3.4% | −12.2% | +8.5% | +21.3% | +13.9% | −11.6% | +18.3% | −30.0pp |
| 2019 | +10.7% | +4.6% | −12.0% | +8.5% | −7.7% | +6.7% | +3.6% | −10.0% | +4.7% | +2.4% | +4.4% | +3.3% | +17.5% | +31.2% | −13.7pp |
| 2018 | +3.7% | −5.6% | −2.6% | +0.1% | +6.0% | −4.0% | +2.7% | +2.3% | −2.0% | −9.1% | +5.9% | −15.3% | −18.5% | −4.6% | −13.9pp |
| 2017 | −4.2% | +8.4% | −4.1% | +1.0% | −6.2% | +6.9% | −1.3% | −5.3% | +14.0% | +4.0% | +4.4% | −2.8% | +13.4% | +21.7% | −8.3pp |
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. CATY 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 ⓘ | 48% | 48% | 48% | 48% | 52% | 52% | 57% | 62% | 43% | 71% | 62% | 57% |
| Median | −0.3% | −0.2% | −0.9% | +0.0% | +1.6% | +0.3% | +1.3% | +1.4% | −2.0% | +4.0% | +2.7% | +0.6% |
| Best | +26.9% | +12.2% | +19.2% | +21.7% | +8.0% | +10.1% | +48.0% | +21.5% | +24.2% | +22.9% | +21.3% | +23.6% |
| Worst | −46.2% | −23.5% | −25.4% | −17.3% | −10.5% | −29.3% | −15.4% | −18.5% | −12.4% | −9.1% | −16.2% | −15.3% |
| vs SPY ⓘ | −1.9pp | −0.8pp | −1.0pp | −1.6pp | −1.4pp | +0.5pp | −1.0pp | −1.9pp | +0.9pp | +1.6pp | +0.7pp | −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.
