| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CRS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.0% | +25.2% | −1.0% | +8.7% | +9.5% | +31.5% | −14.0% | — | — | — | — | — | +68.7% | +7.5% | +61.2pp |
| 2025 | +13.9% | +7.3% | −12.5% | +8.1% | +20.1% | +17.6% | −9.8% | −3.3% | +1.9% | +28.8% | +0.8% | −1.2% | +86.2% | +17.7% | +68.5pp |
| 2024 | −12.7% | +5.0% | +10.5% | +20.3% | +29.4% | −1.2% | +33.1% | −0.6% | +10.2% | −6.2% | +29.8% | −12.5% | +141.7% | +24.9% | +116.8pp |
| 2023 | +31.3% | +0.1% | −7.4% | +17.8% | −13.2% | +23.1% | +6.6% | +5.0% | +7.3% | −6.4% | +12.9% | −0.0% | +94.5% | +26.2% | +68.3pp |
| 2022 | −0.9% | +33.7% | +9.4% | −9.1% | −7.2% | −20.8% | +15.2% | +6.3% | −8.3% | +20.8% | +9.8% | −10.0% | +29.5% | −18.2% | +47.7pp |
| 2021 | +7.3% | +31.0% | +1.2% | −8.0% | +27.2% | −16.1% | −5.1% | −12.1% | −1.8% | −5.1% | −11.0% | +6.2% | +2.7% | +28.7% | −26.1pp |
| 2020 | −19.8% | −7.5% | −46.9% | +13.7% | +6.4% | +3.9% | −7.9% | −5.0% | −13.6% | −2.7% | +39.8% | +19.1% | −39.4% | +18.3% | −57.8pp |
| 2019 | +32.7% | −0.3% | −2.3% | +8.8% | −18.3% | +18.3% | −6.2% | +8.5% | +6.2% | −4.7% | +7.2% | −5.3% | +42.1% | +31.2% | +10.9pp |
| 2018 | +0.8% | −0.5% | −13.4% | +21.1% | +12.5% | −12.3% | +4.2% | +9.3% | −1.2% | −25.7% | −1.2% | −17.3% | −29.2% | −4.6% | −24.6pp |
| 2017 | +10.6% | +1.8% | −8.0% | +9.3% | −10.2% | +2.6% | +8.0% | +0.7% | +18.5% | +4.0% | −0.7% | +3.2% | +43.4% | +21.7% | +21.7pp |
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. CRS 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.
