| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CRBG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.2% | −16.2% | −6.7% | +15.4% | −2.0% | +6.9% | +11.6% | — | — | — | — | — | +8.0% | +9.3% | −1.4pp |
| 2025 | +12.8% | +2.7% | −8.3% | −6.1% | +10.1% | +9.7% | +0.2% | −2.2% | −7.1% | +1.6% | −7.8% | +1.3% | +3.9% | +17.7% | −13.8pp |
| 2024 | +11.6% | +2.7% | +16.8% | −7.6% | +9.8% | +0.6% | +1.5% | +0.0% | −0.5% | +9.0% | +1.9% | −6.8% | +42.8% | +24.9% | +18.0pp |
| 2023 | +8.5% | −7.1% | −19.6% | +5.2% | −1.4% | +11.8% | +5.9% | −4.7% | +12.2% | +1.3% | +11.6% | +4.1% | +25.3% | +26.2% | −0.9pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | +16.4% | −1.9% | −8.8% | +4.2% | −18.2% | +22.4pp |
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. CRBG 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 100% | 50% | 25% | 50% | 50% | 100% | 100% | 33% | 33% | 100% | 50% | 50% |
| Median | +10.0% | −2.2% | −7.5% | −0.5% | +4.2% | +8.3% | +3.7% | −2.2% | −0.5% | +5.3% | −0.0% | −2.8% |
| Best | +12.8% | +2.7% | +16.8% | +15.4% | +10.1% | +11.8% | +11.6% | +0.0% | +12.2% | +16.4% | +11.6% | +4.1% |
| Worst | +2.2% | −16.2% | −19.6% | −7.6% | −2.0% | +0.6% | +0.2% | −4.7% | −7.1% | +1.3% | −7.8% | −8.8% |
| vs SPY ⓘ | +6.1pp | −3.5pp | −2.2pp | +0.1pp | +0.9pp | +5.0pp | +1.5pp | −3.1pp | −2.6pp | +5.9pp | −5.8pp | −1.7pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
