| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CRDF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −37.7% | +10.9% | −16.5% | +6.8% | +9.8% | −31.6% | −37.7% | — | — | — | — | — | −71.2% | +7.5% | −78.7pp |
| 2025 | −7.1% | +5.2% | −25.9% | −12.7% | +24.5% | −7.6% | −24.8% | −11.4% | −1.9% | +14.1% | −3.0% | +23.2% | −35.3% | +17.7% | −53.0pp |
| 2024 | +5.4% | +13.1% | +202.5% | −18.4% | −27.1% | −30.2% | +5.4% | −1.3% | +15.6% | +16.9% | −16.3% | +66.3% | +193.2% | +24.9% | +168.4pp |
| 2023 | +27.9% | −3.4% | −4.6% | +5.5% | −7.5% | −8.7% | +20.4% | +4.0% | −24.5% | −23.0% | +15.0% | +20.3% | +5.7% | +26.2% | −20.5pp |
| 2022 | −43.8% | −20.4% | −7.8% | −46.0% | +0.7% | +63.0% | +0.5% | +21.7% | −42.8% | +5.8% | −2.5% | −11.9% | −76.7% | −18.2% | −58.5pp |
| 2021 · part | — | — | −10.4% | +7.2% | −15.4% | −20.8% | −20.0% | +37.8% | −9.1% | −11.9% | −4.3% | +6.9% | −41.9% | +28.7% | −70.6pp |
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. CRDF 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 60% | 17% | 50% | 50% | 17% | 50% | 60% | 20% | 60% | 20% | 80% |
| Median | −7.1% | +5.2% | −9.1% | −3.6% | −3.4% | −14.8% | −9.8% | +4.0% | −9.1% | +5.8% | −3.0% | +20.3% |
| Best | +27.9% | +13.1% | +202.5% | +7.2% | +24.5% | +63.0% | +20.4% | +37.8% | +15.6% | +16.9% | +15.0% | +66.3% |
| Worst | −43.8% | −20.4% | −25.9% | −46.0% | −27.1% | −31.6% | −37.7% | −11.4% | −42.8% | −23.0% | −16.3% | −11.9% |
| vs SPY ⓘ | −9.8pp | +6.5pp | −11.6pp | −7.8pp | −3.7pp | −19.1pp | −15.6pp | +5.6pp | −5.5pp | −2.3pp | −3.5pp | +15.8pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
