| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CENTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.1% | +12.6% | −6.1% | +3.5% | +1.7% | +13.6% | +0.1% | — | — | — | — | — | +33.0% | +7.5% | +25.5pp |
| 2025 | −5.6% | +0.9% | +4.0% | −9.7% | +8.1% | −2.1% | +13.5% | −7.0% | −10.6% | −5.8% | +11.3% | −5.7% | −11.7% | +17.7% | −29.4pp |
| 2024 | −6.3% | +14.1% | −2.0% | −4.0% | +5.4% | −11.6% | +4.0% | −0.5% | −8.2% | −7.2% | +16.0% | −2.2% | −6.2% | +24.9% | −31.1pp |
| 2023 | +10.7% | −3.0% | +1.7% | −9.6% | −2.8% | +6.1% | +4.8% | +6.8% | −1.7% | −1.0% | −8.6% | +21.4% | +23.0% | +26.2% | −3.2pp |
| 2022 | −9.4% | +1.6% | −7.4% | +1.5% | +2.3% | −5.5% | +2.0% | −7.5% | −9.5% | +14.6% | −0.2% | −8.4% | −25.2% | −18.2% | −7.0pp |
| 2021 | +7.3% | +6.4% | +25.0% | −5.0% | +2.4% | −4.3% | −10.3% | −3.8% | +3.2% | +7.4% | −6.2% | +10.4% | +31.7% | +28.7% | +3.0pp |
| 2020 | +2.0% | −15.5% | +1.0% | +18.9% | +12.7% | −1.4% | +2.5% | +7.2% | −2.7% | −2.1% | +4.2% | −1.5% | +23.7% | +18.3% | +5.4pp |
| 2019 | +14.0% | −21.8% | −16.5% | +5.3% | +4.5% | −3.6% | +11.8% | −12.7% | +15.2% | +2.0% | −11.6% | +17.4% | −6.0% | +31.2% | −37.3pp |
| 2018 | +0.0% | −3.9% | +9.3% | −10.4% | +7.1% | +6.5% | −0.9% | −9.4% | −8.8% | −10.5% | +4.9% | +0.5% | −17.1% | −4.6% | −12.6pp |
| 2017 | −0.4% | +3.8% | +8.7% | +1.5% | −17.9% | +3.8% | +2.5% | +10.8% | +9.1% | −0.8% | +4.5% | −2.2% | +22.0% | +21.7% | +0.3pp |
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. CENTA 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 ⓘ | 19 | 19 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 47% | 58% | 65% | 55% | 60% | 50% | 80% | 42% | 47% | 42% | 53% | 53% |
| Median | −0.4% | +0.9% | +1.0% | +1.5% | +2.0% | −0.6% | +3.3% | −2.6% | −0.6% | −1.0% | +1.0% | +0.5% |
| Best | +14.0% | +24.5% | +25.0% | +20.6% | +48.6% | +19.1% | +14.6% | +26.8% | +27.4% | +24.2% | +31.4% | +41.1% |
| Worst | −11.6% | −21.8% | −16.5% | −10.4% | −17.9% | −45.0% | −13.7% | −17.0% | −28.7% | −46.6% | −36.9% | −13.9% |
| vs SPY ⓘ | −1.7pp | −0.1pp | +0.9pp | +0.2pp | +0.9pp | +0.1pp | +2.6pp | −3.1pp | +1.0pp | −3.1pp | −5.4pp | +0.2pp |
233 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
