| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | COE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −20.1% | +7.8% | −27.6% | +44.1% | −10.3% | −38.1% | +9.3% | — | — | — | — | — | −45.4% | +9.3% | −54.8pp |
| 2025 | −2.4% | −7.4% | +10.4% | −10.5% | +8.2% | +66.7% | −11.8% | +22.0% | +24.6% | +10.7% | −15.6% | −22.8% | +55.8% | +17.7% | +38.0pp |
| 2024 | −8.8% | −12.1% | +18.5% | −6.7% | +4.6% | +75.4% | +17.1% | −8.6% | +18.1% | −4.9% | −17.3% | +57.7% | +155.3% | +24.9% | +130.4pp |
| 2023 | −2.2% | −0.2% | +11.4% | −16.1% | +6.1% | +45.9% | −0.2% | −9.6% | +9.6% | −10.6% | +0.4% | +1.7% | +27.5% | +26.2% | +1.3pp |
| 2022 | −31.6% | +67.9% | +25.9% | −21.1% | −20.3% | +25.5% | +7.2% | +12.7% | +15.1% | −16.1% | +6.8% | −8.4% | +30.2% | −18.2% | +48.3pp |
| 2021 | −15.2% | +11.5% | −20.7% | +5.2% | −50.6% | −26.0% | −63.3% | +9.8% | −17.1% | −11.1% | −28.4% | −27.1% | −95.5% | +28.7% | −124.3pp |
| 2020 | +39.0% | +83.1% | +16.0% | −11.7% | +1.2% | −0.8% | +2.1% | −22.0% | −6.7% | +28.6% | +7.0% | +3.3% | +176.1% | +18.3% | +157.7pp |
| 2019 | +4.6% | −13.2% | −3.8% | −4.8% | +1.8% | +23.4% | −25.3% | −28.1% | +87.2% | −6.6% | −4.0% | +44.4% | +36.0% | +31.2% | +4.8pp |
| 2018 | −4.0% | −17.8% | −1.4% | +16.2% | +3.5% | −7.6% | −9.4% | −5.0% | −3.1% | −4.8% | −6.7% | −9.8% | −42.2% | −4.6% | −37.7pp |
| 2017 | −5.7% | −9.1% | +44.3% | −14.9% | +1.7% | −3.6% | +14.8% | −26.6% | +5.9% | −8.3% | −13.3% | +9.9% | −19.6% | +21.7% | −41.3pp |
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. COE 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 20% | 40% | 60% | 30% | 70% | 50% | 50% | 40% | 70% | 20% | 30% | 60% |
| Median | −4.9% | −3.8% | +10.9% | −8.6% | +1.7% | +11.3% | +0.9% | −6.8% | +7.7% | −7.4% | −10.0% | +2.5% |
| Best | +39.0% | +83.1% | +44.3% | +44.1% | +8.2% | +75.4% | +17.1% | +22.0% | +87.2% | +28.6% | +7.0% | +57.7% |
| Worst | −31.6% | −17.8% | −27.6% | −21.1% | −50.6% | −38.1% | −63.3% | −28.1% | −17.1% | −17.1% | −28.4% | −27.1% |
| vs SPY ⓘ | −9.1pp | −1.9pp | +11.4pp | −9.2pp | −0.1pp | +6.9pp | −3.7pp | −8.1pp | +9.1pp | −8.6pp | −12.3pp | −0.7pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
