| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DXPE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.5% | +6.5% | +0.9% | +22.2% | −15.0% | +16.3% | −12.2% | — | — | — | — | — | +35.0% | +7.5% | +27.4pp |
| 2025 | +22.6% | −10.7% | −9.1% | +7.5% | −6.5% | +6.0% | +29.2% | +10.3% | −4.7% | +0.5% | −21.4% | +16.8% | +32.9% | +17.7% | +15.2pp |
| 2024 | −4.4% | +10.2% | +51.3% | −9.2% | +1.9% | −7.7% | +19.5% | +0.4% | −3.0% | −8.0% | +49.3% | +12.8% | +145.2% | +24.9% | +120.3pp |
| 2023 | +10.0% | −4.6% | −6.9% | −6.4% | +26.9% | +13.9% | +4.3% | −6.3% | −1.8% | −6.7% | −10.2% | +15.1% | +22.3% | +26.2% | −3.9pp |
| 2022 | +11.2% | +0.6% | −5.6% | −12.8% | +29.8% | −0.2% | +11.0% | −21.8% | −10.9% | +20.8% | −9.7% | +6.7% | +7.3% | −18.2% | +25.5pp |
| 2021 | +4.3% | +29.5% | +0.4% | −3.0% | +5.5% | +7.8% | −2.0% | −8.2% | −1.4% | +11.5% | −16.2% | −7.1% | +15.5% | +28.7% | −13.3pp |
| 2020 | −12.9% | −18.1% | −56.8% | +21.7% | +18.2% | +12.9% | −15.2% | +14.0% | −16.2% | −3.0% | +34.7% | +5.6% | −44.2% | +18.3% | −62.5pp |
| 2019 | +18.2% | +7.5% | +10.0% | +10.2% | −24.9% | +17.6% | −10.4% | −4.4% | +7.0% | −0.6% | +11.6% | +3.3% | +43.0% | +31.2% | +11.8pp |
| 2018 | +15.7% | −13.1% | +31.0% | −6.8% | +7.5% | −2.1% | +8.2% | +11.0% | −12.7% | −20.7% | +14.0% | −23.2% | −5.9% | −4.6% | −1.3pp |
| 2017 | +8.9% | −7.5% | +8.2% | −3.7% | −1.8% | −3.7% | −17.1% | −5.2% | +16.2% | +1.8% | −13.3% | +6.4% | −14.9% | +21.7% | −36.6pp |
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. DXPE 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 ⓘ | 57% | 48% | 67% | 62% | 43% | 57% | 57% | 52% | 38% | 57% | 52% | 81% |
| Median | +4.3% | −2.4% | +8.2% | +7.5% | −1.3% | +1.2% | +4.3% | +0.4% | −3.0% | +0.5% | +3.8% | +6.4% |
| Best | +45.3% | +29.5% | +84.4% | +29.9% | +29.8% | +17.6% | +31.2% | +68.8% | +36.2% | +33.5% | +54.6% | +21.4% |
| Worst | −31.2% | −24.6% | −56.8% | −12.8% | −38.5% | −31.7% | −24.1% | −22.4% | −21.8% | −47.6% | −21.4% | −30.4% |
| vs SPY ⓘ | +3.7pp | −2.1pp | +8.1pp | +6.1pp | −1.8pp | +5.6pp | +1.0pp | +0.9pp | −1.7pp | −0.5pp | +1.6pp | +5.2pp |
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.
