| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EEMX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.0% | +5.9% | −9.4% | +12.7% | +8.4% | +0.5% | −7.4% | — | — | — | — | — | +17.9% | +9.3% | +8.5pp |
| 2025 | +2.0% | +1.1% | +0.8% | +0.7% | +4.2% | +6.7% | +1.3% | +2.6% | +7.5% | +3.6% | −2.1% | +2.6% | +35.2% | +17.7% | +17.5pp |
| 2024 | −5.3% | +4.5% | +2.9% | −0.5% | +1.2% | +3.2% | +1.6% | +0.8% | +6.4% | −3.1% | −2.6% | −1.4% | +7.2% | +24.9% | −17.7pp |
| 2023 | +9.3% | −7.1% | +3.3% | −1.3% | −1.9% | +4.7% | +5.6% | −6.4% | −3.2% | −3.3% | +7.5% | +3.8% | +9.8% | +26.2% | −16.4pp |
| 2022 | +0.0% | −3.7% | −2.9% | −6.0% | +1.0% | −5.4% | −1.0% | −0.8% | −11.7% | −2.3% | +16.0% | −2.8% | −19.8% | −18.2% | −1.6pp |
| 2021 | +3.8% | +0.8% | −1.4% | +1.4% | +1.4% | +0.8% | −6.4% | +1.4% | −4.1% | +1.1% | −3.7% | +1.8% | −3.6% | +28.7% | −32.3pp |
| 2020 | −5.8% | −2.9% | −14.9% | +6.6% | +2.5% | +7.6% | +8.3% | +2.8% | −0.6% | +2.2% | +7.4% | +7.6% | +19.6% | +18.3% | +1.2pp |
| 2019 | +9.9% | −0.9% | +0.9% | +2.4% | −7.4% | +6.2% | −2.1% | −4.0% | +1.6% | +4.1% | +0.2% | +7.4% | +18.6% | +31.2% | −12.7pp |
| 2018 | +7.8% | −5.2% | −0.3% | −2.9% | −3.2% | −6.3% | +5.6% | −3.8% | −0.8% | −9.7% | +5.2% | −3.1% | −16.8% | −4.6% | −12.2pp |
| 2017 | +3.6% | +7.7% | +1.1% | +1.9% | +3.5% | +1.5% | +5.5% | +2.3% | −1.1% | +3.6% | −0.1% | +4.0% | +38.5% | +21.7% | +16.8pp |
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. EEMX 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 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 10 | 10 |
| Positive ⓘ | 80% | 50% | 50% | 60% | 70% | 80% | 60% | 56% | 33% | 56% | 50% | 60% |
| Median | +3.7% | −0.0% | +0.2% | +1.0% | +1.3% | +2.3% | +1.4% | +0.8% | −0.8% | +1.1% | +0.0% | +2.2% |
| Best | +9.9% | +7.7% | +3.3% | +12.7% | +8.4% | +7.6% | +8.3% | +2.8% | +7.5% | +4.1% | +16.0% | +7.6% |
| Worst | −5.8% | −7.1% | −14.9% | −6.0% | −7.4% | −6.3% | −7.4% | −6.4% | −11.7% | −9.7% | −5.1% | −3.1% |
| vs SPY ⓘ | +2.0pp | −0.7pp | −0.6pp | −0.4pp | −1.6pp | +0.3pp | −0.3pp | −1.6pp | +0.6pp | −1.1pp | −3.0pp | +2.6pp |
117 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
