| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSCSY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +40.2% | +12.8% | −15.5% | +18.7% | −14.8% | +27.2% | −32.5% | — | — | — | — | — | +16.1% | +9.3% | +6.7pp |
| 2025 | +8.5% | −12.4% | −19.4% | −4.1% | +15.8% | +32.2% | +0.2% | −7.6% | +14.3% | +6.0% | −16.0% | +9.1% | +15.7% | +17.7% | −2.0pp |
| 2024 | +9.3% | +20.6% | +12.3% | −21.2% | +33.9% | −0.5% | −13.1% | −14.1% | −8.1% | +9.1% | −4.9% | −2.5% | +7.8% | +24.9% | −17.1pp |
| 2023 | +5.2% | +5.1% | +8.8% | −0.8% | +27.8% | +9.4% | +18.7% | +5.3% | −6.2% | −5.1% | +20.9% | +16.6% | +161.2% | +26.2% | +135.0pp |
| 2022 | −11.6% | +2.8% | +0.3% | −13.6% | +11.2% | −12.0% | +2.6% | −0.1% | −9.3% | +8.0% | +25.3% | −5.5% | −8.3% | −18.2% | +9.8pp |
| 2021 | −4.8% | −4.8% | +2.1% | +1.5% | −4.6% | −1.1% | −9.4% | +3.9% | −2.9% | −3.5% | +6.3% | +8.1% | −10.2% | +28.7% | −38.9pp |
| 2020 | −1.0% | −17.3% | −0.1% | +17.2% | −1.4% | +7.0% | +4.0% | −6.9% | +4.3% | +12.0% | +18.8% | +6.4% | +44.8% | +18.3% | +26.4pp |
| 2019 | +29.7% | −8.0% | +3.6% | +18.8% | −16.3% | +13.6% | +16.8% | −4.8% | +6.3% | +18.2% | −3.8% | +10.5% | +107.4% | +31.2% | +76.2pp |
| 2018 | +2.8% | +0.6% | −8.9% | −5.2% | −7.7% | −8.1% | −0.6% | +5.5% | −5.8% | −7.9% | −5.6% | −22.4% | −49.5% | −4.6% | −45.0pp |
| 2017 | +6.1% | +20.8% | +0.2% | +3.0% | +9.2% | −5.5% | +9.2% | +0.1% | +15.5% | +11.6% | +7.3% | −7.3% | +91.5% | +21.7% | +69.8pp |
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. DSCSY 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 60% | 60% | 50% | 50% | 50% | 60% | 50% | 50% | 70% | 50% | 60% |
| Median | +5.6% | +1.7% | +0.2% | +0.3% | +3.9% | +3.2% | +1.4% | +0.0% | +0.4% | +7.0% | +1.6% | +3.7% |
| Best | +40.2% | +20.8% | +12.3% | +18.8% | +33.9% | +32.2% | +18.7% | +13.2% | +15.5% | +18.2% | +25.3% | +16.6% |
| Worst | −11.6% | −17.3% | −19.4% | −21.2% | −16.3% | −12.0% | −32.5% | −14.1% | −9.3% | −7.9% | −16.0% | −22.4% |
| vs SPY ⓘ | +1.7pp | +5.0pp | −1.2pp | −2.8pp | +1.3pp | −0.2pp | −3.2pp | +0.4pp | +2.7pp | +4.3pp | −1.3pp | +1.5pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
