| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EDIT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.9% | +10.6% | +12.3% | +21.5% | +15.3% | −6.4% | −17.0% | — | — | — | — | — | +31.2% | +9.3% | +21.9pp |
| 2025 | +3.1% | +46.6% | −39.6% | +42.2% | +4.2% | +27.9% | +14.1% | +2.4% | +35.0% | −11.2% | −21.8% | −14.9% | +61.4% | +17.7% | +43.7pp |
| 2024 | −30.6% | +43.1% | −26.2% | −29.8% | −0.2% | −10.2% | +15.8% | −30.9% | −8.8% | −15.0% | −22.8% | −43.3% | −87.5% | +24.9% | −112.3pp |
| 2023 | +11.5% | −8.6% | −19.8% | +12.6% | +12.5% | −10.3% | +6.7% | +1.5% | −12.5% | −14.4% | +57.6% | −3.8% | +14.2% | +26.2% | −12.0pp |
| 2022 | −28.3% | −10.1% | +11.1% | −30.4% | −14.0% | +3.9% | +34.5% | −7.6% | −16.7% | +2.5% | −15.5% | −16.3% | −66.6% | −18.2% | −48.4pp |
| 2021 | −12.5% | −28.5% | −4.2% | −11.9% | −8.3% | +66.8% | −26.1% | +51.9% | −35.4% | −10.6% | −11.1% | −18.7% | −62.1% | +28.7% | −90.9pp |
| 2020 | −10.7% | −16.1% | −10.6% | +16.6% | +17.1% | +9.3% | −0.7% | +20.0% | −20.4% | +10.3% | −1.1% | +129.2% | +136.8% | +18.3% | +118.4pp |
| 2019 | −4.5% | −5.1% | +18.5% | +1.2% | −17.0% | +20.4% | +2.1% | −1.7% | −8.4% | −8.4% | +45.3% | −2.2% | +30.2% | +31.2% | −1.1pp |
| 2018 | +18.8% | +0.4% | −9.5% | −5.3% | +22.0% | −6.5% | −17.0% | +10.4% | −3.1% | −20.4% | +23.0% | −27.0% | −26.0% | −4.6% | −21.4pp |
| 2017 | +7.3% | +43.1% | −10.5% | −15.5% | −27.5% | +22.8% | +0.8% | +24.8% | +13.7% | +3.3% | +16.4% | +6.4% | +89.3% | +21.7% | +67.6pp |
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. EDIT 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 ⓘ | 10 | 10 | 11 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 50% | 36% | 45% | 55% | 55% | 64% | 60% | 20% | 40% | 50% | 30% |
| Median | −3.7% | −2.4% | −9.5% | −4.3% | +4.2% | +3.9% | +2.1% | +1.9% | −10.6% | −9.5% | −0.1% | −9.4% |
| Best | +18.8% | +46.6% | +19.3% | +42.2% | +22.0% | +66.8% | +34.5% | +51.9% | +35.0% | +10.3% | +57.6% | +129.2% |
| Worst | −30.6% | −28.5% | −39.6% | −30.4% | −27.5% | −34.2% | −26.1% | −34.6% | −35.4% | −20.4% | −22.8% | −43.3% |
| vs SPY ⓘ | −7.5pp | −1.0pp | −6.8pp | −4.7pp | −2.0pp | +7.5pp | +0.5pp | +1.7pp | −9.0pp | −11.4pp | −6.5pp | −9.5pp |
125 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
