| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EDD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.7% | +4.1% | −14.4% | +10.8% | −2.0% | +11.1% | −0.2% | — | — | — | — | — | +15.8% | +7.5% | +8.2pp |
| 2025 | +5.3% | +0.2% | +1.5% | +2.6% | +2.5% | +6.1% | −0.2% | +4.1% | +3.4% | −0.2% | +2.8% | +0.7% | +32.5% | +17.7% | +14.7pp |
| 2024 | −1.3% | +1.7% | +3.4% | −5.3% | +5.6% | −1.2% | +5.7% | +2.9% | +4.3% | −7.7% | +0.2% | +0.9% | +8.6% | +24.9% | −16.2pp |
| 2023 | +5.9% | −3.4% | +2.2% | +2.0% | +1.1% | +2.3% | +4.5% | −4.1% | −7.4% | +1.6% | +7.9% | +1.7% | +14.1% | +26.2% | −12.1pp |
| 2022 | — | — | — | — | — | — | — | — | — | −25.6% | +10.1% | +0.5% | −17.6% | −18.2% | +0.5pp |
| 2021 · part | −2.9% | +1.1% | −1.0% | −0.3% | — | — | — | — | — | — | — | — | −3.1% | +28.7% | −31.8pp |
| 2020 | −1.3% | −7.2% | −16.7% | +2.3% | +6.6% | +1.3% | +3.4% | −0.7% | −2.2% | +0.5% | +10.0% | +4.0% | −2.8% | +18.3% | −21.2pp |
| 2019 | +12.2% | +0.4% | −0.9% | −0.6% | −0.9% | +8.3% | +2.3% | −7.6% | +3.1% | +5.5% | −1.4% | +4.0% | +25.4% | +31.2% | −5.8pp |
| 2018 | +5.1% | −2.3% | +0.9% | −4.3% | −5.9% | −2.7% | +3.6% | −2.6% | +1.9% | −9.2% | +3.9% | −2.4% | −14.1% | −4.6% | −9.5pp |
| 2017 | +4.9% | +2.8% | +0.3% | +4.2% | +2.7% | −0.3% | +5.5% | −2.7% | +0.6% | −2.5% | −2.2% | +2.4% | +16.3% | +21.7% | −5.4pp |
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. EDD 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 18 | 17 | 17 | 18 | 18 | 18 |
| Positive ⓘ | 61% | 67% | 56% | 78% | 50% | 56% | 61% | 29% | 53% | 50% | 44% | 72% |
| Median | +4.0% | +0.8% | +0.2% | +2.5% | −0.2% | +0.5% | +2.8% | −2.2% | +0.6% | +0.3% | −1.6% | +1.3% |
| Best | +16.4% | +7.8% | +15.1% | +14.8% | +26.0% | +11.1% | +9.9% | +4.1% | +10.2% | +9.7% | +10.1% | +28.9% |
| Worst | −8.0% | −15.4% | −16.7% | −5.3% | −11.3% | −11.7% | −5.6% | −9.9% | −14.7% | −25.6% | −11.3% | −7.8% |
| vs SPY ⓘ | +2.6pp | −1.0pp | −1.3pp | +1.2pp | +0.1pp | −0.9pp | +0.7pp | −2.5pp | −1.0pp | −1.2pp | −4.2pp | +1.1pp |
214 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
