| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CIHKY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.1% | +2.2% | +2.5% | −5.4% | −0.8% | −5.0% | +15.8% | — | — | — | — | — | −0.7% | +7.5% | −8.2pp |
| 2025 | +8.7% | +6.8% | +1.2% | −8.1% | +13.6% | +13.2% | −4.1% | −4.5% | −2.3% | +4.0% | +7.3% | +0.5% | +39.4% | +17.7% | +21.6pp |
| 2024 | +4.8% | +6.1% | +2.6% | +8.7% | +4.3% | +0.4% | −2.2% | −0.8% | +17.1% | +2.2% | −6.2% | +9.6% | +54.9% | +24.9% | +30.0pp |
| 2023 | +17.5% | −16.3% | −6.7% | −5.0% | −3.4% | −2.3% | +15.5% | −20.0% | +4.4% | −9.3% | −7.3% | −0.3% | −33.5% | +26.2% | −59.7pp |
| 2022 | +8.9% | +0.1% | −8.1% | −22.9% | +5.5% | +6.9% | −17.1% | −5.2% | −9.6% | −29.4% | +55.8% | +8.5% | −26.0% | −18.2% | −7.9pp |
| 2021 | +23.0% | +0.7% | −0.6% | +4.7% | +15.3% | −8.3% | −8.1% | +7.4% | −3.2% | +5.3% | −7.1% | −0.5% | +26.7% | +28.7% | −2.1pp |
| 2020 | −6.8% | −1.0% | −5.4% | +3.9% | +0.9% | −3.3% | +5.6% | +3.0% | −0.6% | +10.4% | +19.9% | −0.4% | +26.4% | +18.3% | +8.1pp |
| 2019 | +21.9% | +4.0% | +6.8% | +0.7% | −1.8% | +2.6% | +2.7% | −8.6% | +3.9% | +0.1% | +0.5% | +8.4% | +46.2% | +31.2% | +15.0pp |
| 2018 | +26.6% | −12.7% | −5.4% | +10.9% | −9.0% | −12.3% | +12.5% | −2.6% | +5.5% | −4.2% | +7.5% | −13.2% | −4.4% | −4.6% | +0.2pp |
| 2017 | +7.5% | +7.8% | −0.5% | −2.0% | +16.8% | +3.7% | +12.2% | +14.5% | −6.3% | +9.5% | +3.3% | −1.8% | +82.7% | +21.7% | +61.0pp |
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. CIHKY 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.
