| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EBKDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.6% | −9.6% | −7.9% | +3.2% | +6.9% | +11.7% | −0.8% | — | — | — | — | — | +10.5% | +9.3% | +1.1pp |
| 2025 | +0.2% | +9.2% | +2.6% | −2.3% | +24.8% | +5.9% | +8.1% | +3.4% | +3.1% | +5.2% | +5.3% | +10.8% | +104.7% | +17.7% | +87.0pp |
| 2024 | +6.4% | −8.2% | +12.1% | +4.8% | +11.6% | −3.9% | +9.8% | +5.6% | −0.3% | +2.8% | −2.8% | +12.4% | +59.6% | +24.9% | +34.7pp |
| 2023 | +19.1% | +3.1% | −16.2% | +10.5% | −5.6% | +9.0% | +8.9% | −6.5% | −3.1% | +3.4% | +13.3% | +1.1% | +36.7% | +26.2% | +10.5pp |
| 2022 | −2.5% | −23.6% | +1.9% | −15.4% | +6.6% | −17.5% | −0.9% | −10.8% | −2.0% | +11.2% | +25.8% | +3.0% | −29.5% | −18.2% | −11.3pp |
| 2021 | +1.1% | +11.8% | +2.9% | +4.3% | +18.8% | −11.9% | +5.6% | +2.5% | +9.9% | −2.2% | +4.7% | +9.1% | +68.9% | +28.7% | +40.1pp |
| 2020 | −2.3% | −7.9% | −39.6% | +5.4% | +1.4% | +8.0% | −6.0% | +10.8% | −12.8% | −4.0% | +38.8% | +6.5% | −19.2% | +18.3% | −37.5pp |
| 2019 | +6.0% | +7.5% | −2.4% | +9.1% | −7.8% | +4.3% | −1.8% | −11.1% | +2.1% | +6.7% | +1.9% | +4.7% | +18.4% | +31.2% | −12.8pp |
| 2018 | +15.7% | +0.4% | −0.2% | −3.1% | −11.6% | −0.5% | +4.0% | −7.6% | +4.0% | −1.7% | −3.1% | −16.6% | −21.5% | −4.6% | −17.0pp |
| 2017 | +4.7% | −4.6% | +12.1% | +9.7% | +7.9% | +4.8% | +8.7% | +2.3% | +2.2% | −1.0% | +1.7% | −0.3% | +58.3% | +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. EBKDY 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 47% | 41% | 76% | 65% | 47% | 59% | 50% | 50% | 63% | 69% | 69% |
| Median | +3.9% | +0.0% | −0.2% | +4.8% | +2.1% | −0.5% | +4.0% | +1.1% | −0.1% | +3.1% | +3.1% | +2.7% |
| Best | +27.4% | +21.4% | +12.1% | +43.9% | +24.8% | +11.7% | +16.4% | +10.8% | +14.3% | +14.1% | +38.8% | +12.4% |
| Worst | −7.3% | −23.6% | −39.6% | −15.4% | −24.8% | −18.0% | −20.1% | −23.7% | −28.5% | −18.2% | −17.7% | −16.6% |
| vs SPY ⓘ | +2.5pp | −3.1pp | −1.9pp | +3.8pp | +1.6pp | +0.3pp | +0.3pp | +1.6pp | +0.1pp | +3.4pp | +1.6pp | +2.3pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
