| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DES | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.9% | +3.6% | −2.8% | +7.7% | −0.2% | +6.1% | +0.1% | — | — | — | — | — | +22.9% | +7.5% | +15.4pp |
| 2025 | +0.8% | −2.8% | −4.6% | −5.3% | +3.2% | +2.5% | +0.5% | +7.3% | −1.0% | −2.9% | +3.1% | +0.1% | +0.3% | +17.7% | −17.5pp |
| 2024 | −4.0% | +1.7% | +4.5% | −5.5% | +3.8% | −2.0% | +12.2% | −1.5% | +0.9% | −1.4% | +10.3% | −7.7% | +9.9% | +24.9% | −15.0pp |
| 2023 | +9.8% | −1.4% | −6.7% | −2.4% | −4.1% | +8.6% | +6.6% | −3.3% | −4.3% | −4.5% | +8.4% | +11.2% | +16.5% | +26.2% | −9.7pp |
| 2022 | −3.8% | +0.6% | +0.5% | −6.6% | +3.3% | −7.6% | +7.8% | −4.8% | −10.3% | +13.8% | +4.5% | −6.1% | −11.0% | −18.2% | +7.2pp |
| 2021 | +1.9% | +8.6% | +5.9% | +2.3% | +3.2% | −2.5% | −1.3% | +1.7% | −3.1% | +3.7% | −1.9% | +5.9% | +26.5% | +28.7% | −2.2pp |
| 2020 | −6.6% | −10.1% | −24.9% | +13.5% | +1.2% | +3.3% | +1.9% | +4.2% | −5.5% | +2.8% | +15.3% | +7.7% | −4.3% | +18.3% | −22.6pp |
| 2019 | +11.1% | +4.1% | −2.8% | +2.6% | −9.0% | +6.4% | +0.7% | −4.6% | +6.1% | +1.5% | +2.0% | +2.2% | +20.3% | +31.2% | −11.0pp |
| 2018 | −0.2% | −6.0% | +1.1% | +2.0% | +4.4% | +2.1% | +1.5% | +1.9% | −2.1% | −7.6% | +2.0% | −11.5% | −12.8% | −4.6% | −8.3pp |
| 2017 | −1.4% | +0.4% | −0.8% | +1.5% | −3.3% | +2.3% | +1.2% | −2.5% | +6.7% | +0.7% | +4.0% | −0.2% | +8.6% | +21.7% | −13.1pp |
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. DES 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 21 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 45% | 65% | 70% | 65% | 60% | 65% | 67% | 55% | 50% | 60% | 80% | 70% |
| Median | −0.7% | +1.3% | +1.1% | +1.7% | +0.8% | +1.5% | +1.2% | +1.0% | +0.3% | +1.1% | +2.1% | +1.9% |
| Best | +11.1% | +8.6% | +9.2% | +24.5% | +4.4% | +8.6% | +12.2% | +7.3% | +9.1% | +13.8% | +15.3% | +11.2% |
| Worst | −16.5% | −18.2% | −24.9% | −6.6% | −9.0% | −12.4% | −8.4% | −6.4% | −10.3% | −20.8% | −9.7% | −11.5% |
| vs SPY ⓘ | −0.2pp | −0.4pp | +0.8pp | −1.5pp | −1.2pp | +1.2pp | −0.9pp | −0.6pp | −0.2pp | −0.7pp | +0.1pp | +0.1pp |
241 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
