| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.3% | −2.2% | −2.0% | +5.6% | −1.2% | −0.1% | −2.2% | — | — | — | — | — | −1.0% | +9.3% | −10.4pp |
| 2025 | +0.8% | +0.5% | −1.5% | −0.4% | +2.6% | +1.8% | +1.0% | +1.4% | +0.9% | −1.8% | +0.7% | −0.2% | +6.0% | +17.7% | −11.7pp |
| 2024 | +3.4% | +0.8% | +1.1% | −2.5% | +3.6% | −0.2% | +2.4% | −0.5% | +2.6% | −1.2% | +1.5% | −0.0% | +11.2% | +24.9% | −13.7pp |
| 2023 | +7.4% | +1.3% | −2.7% | +2.4% | −2.1% | +5.6% | +4.1% | +2.0% | +1.5% | −2.8% | +6.1% | +4.7% | +30.4% | +26.2% | +4.2pp |
| 2022 | — | — | — | — | — | — | — | — | — | −18.2% | +8.2% | −5.1% | −16.1% | −18.2% | +2.1pp |
| 2021 · part | +1.0% | +1.7% | +2.5% | +1.2% | — | — | — | — | — | — | — | — | +6.5% | +28.7% | −22.2pp |
| 2020 | +1.4% | −7.0% | −20.1% | +8.5% | +5.3% | −3.4% | +5.0% | +2.0% | −0.6% | −4.1% | +8.5% | +1.1% | −6.7% | +18.3% | −25.0pp |
| 2019 | +7.4% | +2.8% | −0.6% | +1.1% | −3.2% | +2.7% | +1.9% | −2.5% | +0.5% | +0.2% | +1.3% | +2.7% | +14.6% | +31.2% | −16.6pp |
| 2018 | −0.2% | −1.8% | +1.3% | −1.5% | −1.6% | −0.8% | +0.4% | +1.0% | −1.8% | −4.5% | −2.4% | −5.9% | −16.5% | −4.6% | −11.9pp |
| 2017 | +1.2% | +1.7% | −1.4% | +1.6% | −0.3% | −1.1% | +1.9% | −1.4% | +0.6% | +0.4% | −1.5% | +1.3% | +3.2% | +21.7% | −18.5pp |
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. DSU 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 85% | 70% | 40% | 80% | 53% | 37% | 65% | 68% | 63% | 40% | 60% | 60% |
| Median | +2.6% | +0.9% | −0.7% | +1.7% | +1.3% | −0.1% | +1.9% | +1.4% | +0.6% | −1.5% | +0.4% | +1.2% |
| Best | +22.0% | +6.3% | +8.5% | +24.4% | +17.0% | +6.6% | +9.7% | +4.5% | +9.7% | +4.2% | +201.7% | +5.6% |
| Worst | −1.8% | −32.1% | −20.1% | −2.5% | −6.6% | −6.9% | −11.5% | −2.6% | −22.9% | −18.2% | −19.4% | −7.6% |
| vs SPY ⓘ | +1.5pp | −0.7pp | −1.6pp | +0.7pp | −0.3pp | −0.9pp | −1.1pp | +0.4pp | −1.1pp | −2.0pp | −2.3pp | +0.4pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
