| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EFO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.1% | +9.2% | −16.1% | +9.9% | +4.2% | +0.9% | +3.5% | — | — | — | — | — | +19.5% | +9.3% | +10.1pp |
| 2025 | +9.9% | +4.9% | −0.1% | +5.7% | +8.3% | +5.1% | −5.4% | +8.6% | +3.4% | +2.0% | +0.4% | +5.1% | +58.5% | +17.7% | +40.8pp |
| 2024 | −1.5% | +5.3% | +6.4% | −7.7% | +10.4% | −4.8% | +3.9% | +7.3% | +0.4% | −10.6% | −1.7% | −6.9% | −2.2% | +24.9% | −27.0pp |
| 2023 | +17.6% | −6.7% | +4.6% | +5.3% | −8.1% | +8.6% | +3.8% | −8.9% | −7.4% | −6.4% | +17.0% | +8.9% | +25.8% | +26.2% | −0.4pp |
| 2022 | −7.4% | −6.9% | +1.1% | −15.3% | +4.4% | −17.9% | +9.8% | −12.2% | −18.9% | +10.1% | +27.8% | −4.6% | −33.6% | −18.2% | −15.4pp |
| 2021 | −1.4% | +4.5% | +3.5% | +5.6% | +6.7% | −2.0% | +0.9% | +3.1% | −7.2% | +7.2% | −9.7% | +8.4% | +19.4% | +28.7% | −9.3pp |
| 2020 | −6.3% | −16.1% | −30.3% | +11.2% | +10.8% | +6.3% | +2.3% | +10.6% | −5.0% | −7.9% | +33.7% | +7.7% | +2.3% | +18.3% | −16.0pp |
| 2019 | +13.7% | +4.2% | +1.1% | +5.8% | −10.6% | +11.6% | −4.1% | −4.6% | +5.9% | +6.5% | +1.7% | +6.1% | +40.9% | +31.2% | +9.7pp |
| 2018 | +9.7% | −10.2% | −2.1% | +2.7% | −4.2% | −3.9% | +5.5% | −4.9% | +1.5% | −18.7% | +4.4% | −12.2% | −30.9% | −4.6% | −26.3pp |
| 2017 | +6.5% | +2.2% | +6.3% | +4.7% | +6.9% | −0.1% | +5.3% | −0.2% | +4.4% | +3.2% | +1.0% | +2.7% | +51.8% | +21.7% | +30.1pp |
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. EFO 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 ⓘ | 59% | 59% | 53% | 76% | 53% | 41% | 78% | 41% | 59% | 59% | 65% | 65% |
| Median | +3.6% | +4.2% | +1.1% | +5.3% | +1.6% | −1.3% | +3.6% | −3.3% | +1.5% | +2.0% | +1.0% | +3.5% |
| Best | +17.6% | +15.0% | +15.4% | +12.6% | +10.8% | +15.0% | +23.8% | +10.6% | +20.3% | +19.8% | +33.7% | +14.9% |
| Worst | −12.3% | −16.1% | −30.3% | −15.3% | −21.7% | −17.9% | −6.2% | −18.1% | −21.7% | −18.7% | −9.7% | −12.2% |
| vs SPY ⓘ | +2.8pp | +0.1pp | −1.0pp | +2.0pp | −1.1pp | −0.8pp | +0.7pp | −0.5pp | −0.1pp | +0.2pp | −1.9pp | +1.4pp |
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.
