| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DOLE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.3% | +0.7% | −10.4% | +6.2% | −7.8% | −1.3% | +4.3% | — | — | — | — | — | −3.4% | +7.5% | −10.9pp |
| 2025 | +0.6% | +7.4% | −0.7% | +5.1% | −6.8% | −0.6% | +1.8% | +3.4% | −8.1% | −5.2% | +13.7% | +4.1% | +13.4% | +17.7% | −4.4pp |
| 2024 | −8.1% | +4.6% | +1.7% | +2.0% | +1.6% | −0.4% | +21.3% | +8.5% | +1.6% | −0.9% | −6.7% | −9.7% | +12.8% | +24.9% | −12.1pp |
| 2023 | +19.5% | +1.7% | +0.8% | +4.9% | +8.4% | +1.8% | −2.3% | −9.8% | −2.2% | −1.4% | +0.8% | +7.5% | +30.8% | +26.2% | +4.6pp |
| 2022 | +1.6% | +13.3% | −18.6% | −4.0% | −14.0% | −16.7% | +10.8% | −3.4% | −18.6% | +17.1% | +20.5% | −5.6% | −25.3% | −18.2% | −7.1pp |
| 2021 | — | — | — | — | — | — | — | +17.6% | +5.7% | −13.9% | −11.4% | +3.7% | −1.8% | +28.7% | −30.5pp |
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. DOLE 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 8 | 8 | 8 | 7 |
| Positive ⓘ | 71% | 86% | 43% | 57% | 43% | 29% | 86% | 63% | 38% | 25% | 50% | 57% |
| Median | +1.6% | +1.7% | −0.7% | +2.0% | −6.8% | −0.6% | +4.3% | +4.9% | −1.4% | −1.1% | −3.0% | +2.4% |
| Best | +19.5% | +13.3% | +4.2% | +6.2% | +8.4% | +34.6% | +34.1% | +17.6% | +8.9% | +17.1% | +20.5% | +7.5% |
| Worst | −8.1% | −0.2% | −18.6% | −15.0% | −14.0% | −16.7% | −2.3% | −20.6% | −18.6% | −13.9% | −20.1% | −9.7% |
| vs SPY ⓘ | +4.8pp | +1.6pp | −2.9pp | +3.3pp | −13.1pp | −4.7pp | +1.5pp | +3.7pp | −2.2pp | −5.1pp | −8.9pp | +0.2pp |
88 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
