| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DAKT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.1% | +11.4% | −24.2% | +0.6% | +5.2% | −5.4% | −0.4% | — | — | — | — | — | −1.5% | +9.3% | −10.8pp |
| 2025 | −2.7% | −7.0% | −20.2% | +4.2% | +16.9% | +1.9% | +7.3% | +7.0% | +20.6% | −10.2% | +0.7% | +4.4% | +17.3% | +17.7% | −0.5pp |
| 2024 | −10.6% | +14.5% | +14.7% | −5.1% | +18.1% | +25.0% | +7.4% | −3.5% | −10.7% | +0.9% | +18.2% | +9.5% | +98.8% | +24.9% | +73.9pp |
| 2023 | +47.9% | −2.6% | +39.7% | −15.2% | +30.8% | +1.7% | +12.3% | +16.3% | +6.7% | +7.8% | +8.4% | −18.7% | +200.7% | +26.2% | +174.5pp |
| 2022 | −3.0% | −5.9% | −16.7% | −12.8% | −0.3% | −9.9% | +25.6% | −15.3% | −15.3% | +26.2% | +0.9% | −18.3% | −44.2% | −18.2% | −26.0pp |
| 2021 | +2.6% | +12.7% | +15.9% | −1.6% | +9.6% | −2.5% | −7.3% | −0.3% | −10.8% | +2.2% | −12.1% | +3.5% | +7.9% | +28.7% | −20.8pp |
| 2020 | −3.1% | −16.6% | +1.2% | −8.3% | −6.2% | +2.6% | −4.1% | +6.0% | −10.4% | −1.5% | +15.6% | +3.8% | −22.4% | +18.3% | −40.7pp |
| 2019 | +1.8% | +7.8% | −7.4% | +1.7% | −18.1% | +0.2% | +2.8% | +14.0% | +2.8% | −7.1% | −10.2% | −0.3% | −15.0% | +31.2% | −46.3pp |
| 2018 | +1.4% | −3.8% | −0.4% | +2.3% | −11.1% | +7.2% | +0.9% | −5.6% | −2.5% | −6.8% | +22.4% | −16.6% | −16.2% | −4.6% | −11.6pp |
| 2017 | −5.0% | −7.8% | +1.6% | +0.1% | +5.0% | −2.3% | +1.6% | −1.5% | +10.6% | −2.8% | −6.7% | −4.0% | −12.1% | +21.7% | −33.8pp |
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. DAKT 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 ⓘ | 38% | 24% | 62% | 43% | 62% | 52% | 57% | 48% | 48% | 52% | 62% | 71% |
| Median | −3.0% | −7.0% | +1.6% | −0.7% | +0.6% | +0.2% | +1.6% | −0.3% | −0.5% | +0.9% | +8.4% | +3.5% |
| Best | +47.9% | +16.6% | +39.7% | +38.0% | +36.5% | +25.0% | +25.6% | +47.3% | +20.6% | +26.2% | +52.6% | +18.1% |
| Worst | −15.2% | −25.0% | −24.2% | −17.4% | −19.5% | −20.3% | −11.5% | −25.8% | −15.3% | −40.2% | −21.8% | −18.7% |
| vs SPY ⓘ | −3.1pp | −7.6pp | +1.4pp | −3.2pp | +1.4pp | −3.0pp | +0.3pp | +1.3pp | +0.8pp | +1.0pp | +0.6pp | +1.8pp |
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.
