| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CTAS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.8% | +5.3% | −15.9% | +3.3% | −0.7% | −1.7% | +21.6% | — | — | — | — | — | +10.5% | +9.3% | +1.2pp |
| 2025 | +9.8% | +3.7% | −0.9% | +3.0% | +7.2% | −1.6% | −0.1% | −5.4% | −2.3% | −10.7% | +1.7% | +1.1% | +3.8% | +17.7% | −13.9pp |
| 2024 | +0.3% | +4.2% | +9.3% | −4.2% | +3.2% | +3.3% | +9.1% | +5.6% | +2.3% | −0.0% | +9.9% | −19.1% | +22.2% | +24.9% | −2.6pp |
| 2023 | −1.7% | −0.9% | +5.5% | −1.5% | +3.8% | +5.3% | +1.0% | +0.7% | −4.6% | +5.4% | +9.4% | +8.9% | +34.8% | +26.2% | +8.6pp |
| 2022 | −11.7% | −3.9% | +13.3% | −6.6% | +0.5% | −6.2% | +13.9% | −4.1% | −4.6% | +10.1% | +8.3% | −2.2% | +3.0% | −18.2% | +21.1pp |
| 2021 | −10.0% | +2.2% | +5.2% | +1.1% | +2.7% | +8.1% | +3.2% | +0.6% | −3.8% | +13.8% | −2.3% | +5.0% | +26.5% | +28.7% | −2.2pp |
| 2020 | +3.7% | −4.4% | −35.1% | +28.1% | +11.8% | +7.4% | +13.3% | +10.4% | −0.1% | −5.5% | +13.9% | −0.5% | +32.5% | +18.3% | +14.1pp |
| 2019 | +11.6% | +10.2% | −2.2% | +7.4% | +2.2% | +7.0% | +9.8% | +1.3% | +1.6% | +0.2% | −3.4% | +4.7% | +61.7% | +31.2% | +30.5pp |
| 2018 | +8.1% | +1.3% | −0.0% | −0.2% | +7.0% | +1.5% | +10.5% | +4.3% | −7.3% | −8.1% | +4.2% | −10.3% | +9.0% | −4.6% | +13.6pp |
| 2017 | +0.5% | +1.6% | +7.2% | −3.2% | +2.8% | +0.1% | +7.0% | +0.1% | +6.9% | +3.3% | +6.8% | −1.0% | +36.3% | +21.7% | +14.6pp |
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. CTAS 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 62% | 57% | 52% | 76% | 57% | 77% | 71% | 52% | 52% | 76% | 48% |
| Median | +0.4% | +1.3% | +1.5% | +0.1% | +2.7% | +0.5% | +7.1% | +0.7% | +0.9% | +0.2% | +2.3% | −0.5% |
| Best | +11.6% | +10.2% | +21.8% | +28.1% | +11.8% | +8.1% | +21.6% | +10.4% | +10.5% | +13.8% | +13.9% | +14.5% |
| Worst | −11.7% | −11.1% | −35.1% | −6.6% | −9.2% | −10.2% | −11.2% | −6.9% | −12.0% | −17.5% | −12.6% | −19.1% |
| vs SPY ⓘ | +0.3pp | +0.5pp | +0.7pp | −0.7pp | +2.0pp | +0.2pp | +3.2pp | +2.3pp | +0.2pp | −0.9pp | +1.5pp | −1.2pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
