| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CHAU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +3.5% | −9.1% | +16.8% | +3.0% | +2.9% | −13.3% | — | — | — | — | — | +4.0% | +7.5% | −3.5pp |
| 2025 | −4.1% | +3.5% | −0.6% | −6.9% | +3.2% | +8.5% | +5.9% | +25.4% | +5.7% | −0.3% | −3.3% | +6.2% | +47.7% | +17.7% | +30.0pp |
| 2024 | −14.8% | +16.6% | −0.0% | +3.9% | −2.7% | −7.2% | +2.5% | −4.1% | +45.0% | −13.3% | −2.6% | −5.0% | +6.6% | +24.9% | −18.3pp |
| 2023 | +23.9% | −12.4% | +0.6% | −2.5% | −16.6% | −0.2% | +13.8% | −15.6% | −3.7% | −8.7% | −1.1% | −3.0% | −28.3% | +26.2% | −54.4pp |
| 2022 | −13.4% | +1.2% | −19.5% | −18.5% | +5.9% | +22.5% | −15.5% | −8.6% | −17.5% | −20.5% | +35.1% | −0.5% | −49.2% | −18.2% | −31.0pp |
| 2021 | +6.4% | −0.2% | −12.4% | +5.6% | +13.7% | −7.2% | −14.1% | +0.9% | +1.0% | +3.4% | −1.7% | +5.2% | −2.8% | +28.7% | −31.6pp |
| 2020 | −21.3% | +15.7% | −21.1% | +7.7% | +1.5% | +19.2% | +27.4% | +9.8% | −5.4% | +8.2% | +14.5% | +11.9% | +72.0% | +18.3% | +53.6pp |
| 2019 | +21.5% | +27.5% | +7.8% | +0.9% | −19.8% | +15.1% | −2.4% | −6.8% | −0.6% | +5.9% | −2.5% | +17.0% | +70.0% | +31.2% | +38.8pp |
| 2018 | +19.7% | −15.5% | −1.0% | −9.1% | −1.3% | −19.8% | −1.2% | −13.4% | +5.1% | −16.7% | +0.8% | −10.0% | −51.0% | −4.6% | −46.5pp |
| 2017 | +12.7% | +1.9% | −0.4% | −2.7% | +7.4% | +11.9% | +7.0% | +8.6% | −1.5% | +9.8% | −0.7% | +4.7% | +74.9% | +21.7% | +53.2pp |
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. CHAU 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 ⓘ | 11 | 11 | 11 | 11 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 55% | 64% | 27% | 45% | 67% | 50% | 50% | 45% | 45% | 55% | 45% | 55% |
| Median | +2.9% | +1.9% | −0.6% | −2.5% | +2.6% | +1.4% | +0.7% | −4.1% | −0.6% | +0.3% | −0.7% | +4.7% |
| Best | +23.9% | +27.5% | +28.5% | +16.8% | +13.7% | +22.5% | +27.4% | +25.4% | +45.0% | +20.8% | +35.1% | +17.0% |
| Worst | −37.1% | −15.5% | −21.1% | −18.5% | −19.8% | −19.8% | −30.8% | −35.2% | −17.5% | −20.5% | −3.3% | −16.7% |
| vs SPY ⓘ | +1.5pp | +4.1pp | −3.1pp | −4.1pp | −2.6pp | −0.2pp | −1.4pp | −4.5pp | +1.1pp | −2.7pp | −1.0pp | +3.5pp |
135 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
