| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.9% | −10.5% | −9.1% | −34.3% | −11.9% | +22.9% | −15.3% | — | — | — | — | — | −46.1% | +7.5% | −53.7pp |
| 2025 | −14.2% | +16.6% | −3.7% | +10.3% | −5.9% | +4.4% | +11.7% | +17.1% | +9.8% | −16.3% | −3.5% | −14.9% | +3.1% | +17.7% | −14.6pp |
| 2024 | −21.3% | −0.8% | −3.5% | −4.4% | +7.0% | −7.0% | −12.5% | −14.8% | −0.9% | +2.4% | −21.5% | −11.8% | −62.5% | +24.9% | −87.4pp |
| 2023 | +40.2% | −2.2% | −4.4% | +7.0% | −8.5% | +84.1% | −23.7% | −28.8% | −5.6% | −22.8% | −0.7% | −14.8% | −20.9% | +26.2% | −47.1pp |
| 2022 | −39.0% | +38.0% | +1.2% | −27.4% | −3.8% | −12.2% | +4.6% | −4.2% | −27.2% | −10.1% | −0.0% | −28.7% | −75.6% | −18.2% | −57.4pp |
| 2021 | −35.6% | −12.2% | +2.3% | −14.1% | −7.7% | −37.4% | −21.8% | −13.6% | +6.6% | −4.7% | −36.7% | −13.7% | −89.2% | +28.7% | −118.0pp |
| 2020 | −13.0% | −8.4% | −17.5% | +74.0% | −28.7% | +9.7% | −2.3% | −19.9% | −28.6% | +0.7% | +17.0% | +16.2% | −31.6% | +18.3% | −50.0pp |
| 2019 | +51.5% | −12.6% | +34.0% | +0.8% | −23.7% | −50.0% | −11.2% | −6.0% | −7.8% | −28.2% | −0.8% | +10.1% | −58.9% | +31.2% | −90.1pp |
| 2018 | −16.7% | −26.7% | +21.8% | −11.2% | +26.1% | −14.7% | +16.4% | −17.4% | −13.8% | −0.9% | −7.6% | −24.5% | −59.3% | −4.6% | −54.7pp |
| 2017 | +38.1% | +41.3% | −7.7% | −9.2% | −10.1% | −20.1% | −4.2% | −12.0% | +25.8% | −20.5% | +37.8% | +97.8% | +170.3% | +21.7% | +148.6pp |
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. DSS 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 38% | 33% | 48% | 29% | 38% | 33% | 19% | 38% | 33% | 38% | 33% |
| Median | −9.6% | −4.4% | −3.7% | −0.8% | −7.3% | −1.9% | −4.4% | −7.1% | −5.6% | −9.2% | −0.8% | −8.1% |
| Best | +51.5% | +41.3% | +34.8% | +74.0% | +26.1% | +84.1% | +16.4% | +17.1% | +25.8% | +37.5% | +83.6% | +97.8% |
| Worst | −39.0% | −26.7% | −33.3% | −34.3% | −31.8% | −50.0% | −33.0% | −28.8% | −28.6% | −68.3% | −36.7% | −28.7% |
| vs SPY ⓘ | −8.1pp | −0.5pp | −5.0pp | −1.5pp | −8.4pp | −3.3pp | −6.2pp | −7.9pp | −1.7pp | −10.6pp | −3.7pp | −9.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
