| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DIVI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +4.5% | −7.1% | +6.0% | +2.5% | +0.2% | +2.5% | — | — | — | — | — | +14.6% | +7.5% | +7.1pp |
| 2025 | +4.9% | +2.7% | +1.0% | +3.7% | +4.5% | +2.7% | −1.6% | +4.7% | +2.1% | +1.4% | +1.2% | +3.1% | +34.9% | +17.7% | +17.1pp |
| 2024 | −0.5% | +2.3% | +3.0% | −3.2% | +4.9% | −1.9% | +2.9% | +3.1% | +1.2% | −5.4% | −0.9% | −2.6% | +2.4% | +24.9% | −22.5pp |
| 2023 | +8.6% | −3.3% | +2.7% | +3.0% | −4.0% | +4.4% | +3.3% | −4.2% | −2.9% | −2.8% | +8.1% | +5.9% | +19.0% | +26.2% | −7.2pp |
| 2022 | — | — | — | — | — | — | — | — | — | +25.2% | +14.1% | −1.2% | +41.0% | −18.2% | +59.2pp |
| 2017 · part | +0.1% | +2.4% | −0.5% | +4.0% | — | — | — | — | — | — | — | — | +6.1% | +21.7% | −15.6pp |
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. DIVI 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 ⓘ | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 80% | 60% | 80% | 75% | 75% | 75% | 50% | 50% | 40% | 80% | 60% |
| Median | +4.9% | +2.4% | +1.0% | +3.7% | +3.5% | +1.5% | +2.7% | +1.3% | +0.0% | −2.7% | +7.6% | +3.1% |
| Best | +8.6% | +4.5% | +3.0% | +6.0% | +4.9% | +4.4% | +3.3% | +4.7% | +2.1% | +25.2% | +14.1% | +21.6% |
| Worst | −0.5% | −3.3% | −7.1% | −3.2% | −4.0% | −1.9% | −1.6% | −4.2% | −2.9% | −5.4% | −0.9% | −2.6% |
| vs SPY ⓘ | +2.2pp | −0.8pp | −0.6pp | +1.4pp | −2.2pp | −2.2pp | +0.9pp | +0.1pp | −1.0pp | −1.0pp | +1.0pp | +3.0pp |
55 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
