| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CHGCY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.7% | +17.5% | −18.0% | −0.2% | −10.1% | −6.5% | −4.0% | — | — | — | — | — | −15.7% | +9.3% | −25.0pp |
| 2025 | −1.6% | +15.8% | −9.4% | +26.8% | −9.3% | +1.6% | −7.6% | −9.1% | +1.0% | +3.4% | +16.9% | −1.7% | +21.5% | +17.7% | +3.8pp |
| 2024 | −4.9% | +11.1% | −4.0% | −17.2% | −3.9% | +16.8% | +22.7% | +15.3% | −4.2% | −1.1% | −7.7% | +0.7% | +17.6% | +24.9% | −7.3pp |
| 2023 | +1.9% | −4.0% | −1.0% | +4.6% | +4.6% | +6.0% | +4.8% | +2.1% | +0.9% | −3.6% | +18.3% | +7.4% | +48.8% | +26.2% | +22.6pp |
| 2022 | −0.8% | +2.5% | +0.1% | −10.4% | −9.3% | −5.7% | +9.6% | −7.8% | −3.6% | −7.2% | +14.2% | −3.9% | −22.6% | −18.2% | −4.4pp |
| 2021 | −0.2% | −15.5% | −9.5% | −7.9% | +1.4% | +5.0% | −7.7% | +6.1% | −5.8% | +1.6% | −13.2% | +1.0% | −38.5% | +28.7% | −67.2pp |
| 2020 | +10.8% | +2.8% | +7.8% | +4.1% | +23.2% | +11.9% | −17.2% | −1.9% | +1.2% | −13.9% | +23.8% | +11.4% | +72.0% | +18.3% | +53.7pp |
| 2019 | +1.4% | +16.8% | +0.8% | −8.9% | +5.2% | −0.6% | +8.6% | +0.1% | +8.0% | +8.4% | +4.2% | +6.1% | +59.9% | +31.2% | +28.6pp |
| 2018 | +5.5% | −4.5% | +0.0% | +1.7% | +6.9% | +0.0% | −9.2% | +2.5% | +0.0% | +13.9% | +1.7% | −3.9% | +13.5% | −4.6% | +18.1pp |
| 2017 | −0.6% | +15.0% | +3.6% | +1.1% | +4.7% | +3.7% | +7.7% | −6.5% | +6.3% | +12.3% | +10.4% | +0.0% | +72.6% | +21.7% | +50.9pp |
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. CHGCY 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 43% | 64% | 50% | 50% | 50% | 57% | 57% | 46% | 43% | 50% | 64% | 57% |
| Median | −0.1% | +2.7% | +0.1% | +0.5% | +0.6% | +1.2% | +4.1% | +0.0% | +0.0% | +0.8% | +4.3% | +0.8% |
| Best | +21.2% | +17.5% | +7.8% | +26.8% | +23.2% | +16.8% | +28.1% | +15.3% | +8.0% | +13.9% | +23.8% | +11.4% |
| Worst | −13.8% | −15.5% | −18.0% | −17.2% | −10.1% | −6.5% | −17.2% | −9.1% | −9.8% | −13.9% | −16.2% | −21.2% |
| vs SPY ⓘ | −2.7pp | +5.5pp | −3.0pp | −1.6pp | −1.4pp | +0.9pp | +0.0pp | −0.7pp | −0.9pp | −0.8pp | +1.1pp | +2.3pp |
167 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
