| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CRMT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.8% | −22.4% | −36.2% | −4.1% | +0.7% | −77.3% | +15.1% | — | — | — | — | — | −87.3% | +9.3% | −96.6pp |
| 2025 | −5.0% | −14.0% | +8.4% | +4.5% | +4.9% | +12.6% | −19.6% | −0.5% | −34.8% | −23.9% | −2.7% | +16.7% | −50.7% | +17.7% | −68.4pp |
| 2024 | −19.6% | +10.6% | −5.2% | −10.4% | +5.3% | −0.1% | +15.0% | −12.6% | −30.7% | −6.9% | +18.2% | +11.0% | −32.4% | +24.9% | −57.2pp |
| 2023 | +19.2% | −1.4% | −6.8% | +1.5% | +1.4% | +22.4% | +19.4% | −6.6% | −18.3% | −26.4% | +19.2% | −5.1% | +4.9% | +26.2% | −21.3pp |
| 2022 | −7.3% | +1.3% | −16.2% | +0.4% | +34.1% | −7.2% | +3.0% | −22.2% | −24.3% | +12.0% | +6.4% | −0.7% | −29.4% | −18.2% | −11.3pp |
| 2021 | +8.1% | +13.7% | +12.9% | −1.0% | +9.0% | −13.8% | +12.2% | −18.7% | −9.7% | +2.3% | −17.9% | +4.3% | −6.8% | +28.7% | −35.5pp |
| 2020 | +0.1% | −6.4% | −45.2% | +17.0% | +20.7% | +10.4% | +8.3% | +5.6% | −15.5% | +1.9% | +20.8% | +5.1% | +0.2% | +18.3% | −18.2pp |
| 2019 | −3.4% | +16.6% | +11.9% | +8.4% | −13.1% | −0.0% | +4.7% | −4.9% | +6.9% | −0.8% | +20.1% | +0.4% | +51.4% | +31.2% | +20.1pp |
| 2018 | +3.2% | +5.6% | +3.6% | +5.6% | +17.1% | −0.8% | +3.4% | +30.4% | −6.3% | −4.2% | −0.9% | −2.4% | +62.3% | −4.6% | +66.8pp |
| 2017 | −4.1% | −24.1% | +14.4% | +2.3% | −3.1% | +7.6% | +0.8% | −2.0% | +7.1% | +4.2% | +8.4% | −3.9% | +2.1% | +21.7% | −19.6pp |
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. CRMT 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 29% | 57% | 57% | 57% | 67% | 48% | 76% | 29% | 29% | 52% | 48% | 76% |
| Median | −4.1% | +1.3% | +2.0% | +1.5% | +1.4% | −0.0% | +3.4% | −5.1% | −6.5% | +1.4% | −0.2% | +4.3% |
| Best | +19.2% | +20.8% | +23.8% | +19.4% | +34.1% | +25.4% | +24.2% | +30.4% | +16.3% | +16.1% | +20.8% | +47.9% |
| Worst | −34.2% | −24.1% | −45.2% | −10.4% | −13.1% | −77.3% | −24.4% | −22.6% | −34.8% | −26.4% | −42.8% | −5.1% |
| vs SPY ⓘ | −5.9pp | +4.3pp | +3.5pp | +1.3pp | +0.3pp | +1.1pp | −0.3pp | −3.2pp | −5.2pp | −3.0pp | −2.8pp | +3.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
