| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DGP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +24.4% | +17.4% | −22.1% | −3.8% | −3.3% | −23.5% | +4.1% | — | — | — | — | — | −15.8% | +9.3% | −25.2pp |
| 2025 | +11.9% | +3.3% | +17.9% | +10.1% | −0.5% | +0.6% | −1.8% | +10.6% | +22.1% | +6.1% | +9.9% | +3.9% | +141.4% | +17.7% | +123.7pp |
| 2024 | −3.5% | +0.9% | +17.0% | +6.1% | +2.6% | −0.5% | +9.9% | +3.4% | +10.0% | +7.9% | −6.3% | −1.8% | +53.2% | +24.9% | +28.3pp |
| 2023 | +10.5% | −10.2% | +14.3% | +2.8% | −3.9% | −4.7% | +3.7% | −0.7% | −11.0% | +13.0% | +4.0% | +1.7% | +17.0% | +26.2% | −9.2pp |
| 2022 | −3.6% | +12.7% | +2.3% | −5.1% | −6.3% | −3.9% | −4.3% | −6.4% | −6.5% | −3.7% | +16.6% | +5.8% | −5.5% | −18.2% | +12.6pp |
| 2021 | −6.6% | −11.0% | −3.4% | +5.9% | +15.1% | −14.2% | +5.0% | −0.1% | −6.7% | +3.0% | −1.2% | +6.1% | −11.3% | +28.7% | −40.0pp |
| 2020 | +8.5% | −2.3% | +0.2% | +15.0% | +6.1% | +6.4% | +18.4% | +4.5% | −13.9% | −1.5% | −11.2% | +13.2% | +45.3% | +18.3% | +27.0pp |
| 2019 | +12.9% | −2.1% | −9.4% | −1.8% | +3.3% | +16.0% | −0.2% | +15.6% | −7.0% | +4.5% | −6.1% | +6.6% | +32.3% | +31.2% | +1.0pp |
| 2018 | +6.2% | −4.3% | +1.1% | −1.9% | −2.7% | −7.7% | −4.7% | −4.7% | −1.3% | +4.1% | +0.1% | +9.5% | −7.5% | −4.6% | −2.9pp |
| 2017 | +10.4% | +6.2% | −0.7% | +3.1% | −0.4% | −4.5% | +4.1% | +8.2% | −3.0% | −4.7% | −0.0% | +4.4% | +24.2% | +21.7% | +2.5pp |
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. DGP 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 ⓘ | 18 | 18 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 67% | 56% | 47% | 53% | 42% | 42% | 58% | 61% | 33% | 56% | 44% | 61% |
| Median | +9.5% | +1.7% | −0.7% | +0.9% | −0.5% | −3.2% | +2.0% | +3.9% | −3.2% | +3.5% | −0.5% | +3.4% |
| Best | +24.4% | +22.2% | +17.9% | +17.7% | +20.0% | +17.9% | +18.4% | +24.5% | +22.1% | +13.0% | +25.7% | +13.2% |
| Worst | −13.1% | −11.5% | −22.1% | −15.3% | −13.7% | −23.5% | −13.6% | −18.8% | −22.3% | −33.9% | −16.8% | −21.4% |
| vs SPY ⓘ | +6.7pp | +2.8pp | −3.2pp | +0.6pp | −2.5pp | −3.2pp | −1.6pp | +1.0pp | −1.4pp | −1.7pp | −2.4pp | +1.0pp |
221 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
