| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EET | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +15.7% | +11.0% | −18.8% | +25.7% | +13.6% | −1.4% | −13.2% | — | — | — | — | — | +27.5% | +9.3% | +18.2pp |
| 2025 | +3.5% | +1.6% | +1.6% | −1.5% | +7.1% | +13.8% | +0.9% | +4.6% | +14.0% | +6.1% | −4.1% | +3.9% | +63.1% | +17.7% | +45.4pp |
| 2024 | −9.9% | +7.7% | +4.9% | −1.4% | +3.3% | +4.5% | +0.9% | +1.0% | +10.7% | −6.5% | −6.2% | −4.0% | +2.9% | +24.9% | −22.0pp |
| 2023 | +17.9% | −15.3% | +5.2% | −2.2% | −5.3% | +8.0% | +11.6% | −13.9% | −6.8% | −7.2% | +15.2% | +6.5% | +7.1% | +26.2% | −19.1pp |
| 2022 | −0.4% | −8.7% | −7.9% | −13.0% | +1.2% | −11.6% | −0.7% | −3.1% | −22.7% | −5.4% | +32.7% | −6.3% | −42.9% | −18.2% | −24.8pp |
| 2021 | +6.1% | +1.2% | −1.9% | +1.8% | +3.1% | +1.7% | −13.0% | +2.9% | −8.0% | +1.9% | −8.1% | +2.6% | −10.9% | +28.7% | −39.7pp |
| 2020 | −12.6% | −7.9% | −34.8% | +14.5% | +5.6% | +12.4% | +16.7% | +6.0% | −2.8% | +2.3% | +19.2% | +13.8% | +18.9% | +18.3% | +0.6pp |
| 2019 | +20.6% | −3.0% | +1.8% | +3.9% | −14.6% | +11.7% | −5.2% | −8.8% | +3.7% | +7.9% | −0.3% | +15.7% | +31.9% | +31.2% | +0.7pp |
| 2018 | +16.8% | −12.4% | +0.1% | −5.5% | −5.8% | −9.2% | +5.8% | −7.3% | −2.0% | −16.9% | +8.0% | −7.4% | −33.8% | −4.6% | −29.3pp |
| 2017 | +14.2% | +3.1% | +7.1% | +3.7% | +4.7% | +2.1% | +10.8% | +5.2% | −0.7% | +6.2% | −0.6% | +6.9% | +82.4% | +21.7% | +60.7pp |
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. EET 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 18 | 17 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 47% | 53% | 59% | 59% | 47% | 59% | 61% | 47% | 47% | 59% | 35% | 53% |
| Median | −0.4% | +1.2% | +1.6% | +0.6% | −5.3% | +2.1% | +1.6% | −2.6% | −0.7% | +2.3% | −2.0% | +2.6% |
| Best | +21.9% | +11.0% | +27.7% | +25.7% | +13.6% | +13.8% | +21.3% | +6.0% | +24.1% | +31.7% | +32.7% | +15.7% |
| Worst | −16.6% | −15.3% | −34.8% | −13.0% | −20.2% | −11.6% | −13.6% | −20.3% | −33.3% | −16.9% | −8.6% | −8.7% |
| vs SPY ⓘ | +1.4pp | −1.5pp | +1.5pp | −0.1pp | −5.1pp | +1.4pp | −0.3pp | −2.2pp | +0.9pp | +1.0pp | −4.3pp | +1.5pp |
205 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
