| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EGY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +41.2% | +1.4% | +23.1% | +3.6% | −19.7% | −2.7% | +4.3% | — | — | — | — | — | +49.0% | +9.3% | +39.7pp |
| 2025 | −6.2% | −0.9% | −6.0% | −13.0% | −1.2% | +13.9% | +3.0% | +6.0% | +3.6% | −2.2% | −7.3% | +1.7% | −10.8% | +17.7% | −28.5pp |
| 2024 | −5.1% | +4.7% | +58.6% | −8.2% | +0.7% | −1.7% | +14.2% | −8.2% | −11.8% | −7.0% | −3.0% | −14.6% | +2.0% | +24.9% | −22.9pp |
| 2023 | +2.0% | +0.9% | −1.9% | −5.5% | −8.4% | −2.6% | +18.4% | −5.7% | +6.0% | +1.8% | +5.4% | −3.4% | +4.3% | +26.2% | −21.8pp |
| 2022 | +53.0% | +15.5% | +15.8% | +0.2% | +17.7% | −9.4% | −14.6% | −15.0% | −13.0% | +18.1% | +1.2% | −12.0% | +45.4% | −18.2% | +63.6pp |
| 2021 | +23.2% | +50.5% | −31.7% | +7.1% | +15.0% | +17.8% | −12.3% | −14.0% | +20.0% | +6.5% | −2.2% | +4.9% | +81.4% | +28.7% | +52.6pp |
| 2020 | +0.9% | −10.7% | −54.9% | +2.8% | +7.0% | +25.0% | −7.3% | −7.8% | −5.7% | −15.5% | +89.2% | +10.6% | −20.3% | +18.3% | −38.6pp |
| 2019 | +25.2% | +26.6% | −3.9% | +3.1% | −31.2% | +5.0% | +4.8% | +2.9% | +12.8% | −2.0% | −8.0% | +21.3% | +51.0% | +31.2% | +19.8pp |
| 2018 | +19.1% | +3.6% | +0.2% | +13.0% | +129.0% | +22.4% | +11.4% | −20.4% | +12.8% | −27.5% | −17.7% | −9.8% | +110.9% | −4.6% | +115.4pp |
| 2017 | +12.5% | −4.3% | −18.1% | +9.1% | +2.0% | −8.3% | −0.6% | −21.6% | +12.6% | −3.7% | −5.1% | −7.1% | −33.0% | +21.7% | −54.7pp |
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. EGY 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 57% | 43% | 67% | 38% | 52% | 48% | 43% | 48% | 38% | 48% | 52% |
| Median | +1.7% | +0.9% | −3.2% | +3.1% | −4.4% | +0.8% | −0.6% | −4.7% | −2.5% | −3.7% | −1.6% | +1.7% |
| Best | +53.0% | +50.5% | +58.6% | +30.9% | +129.0% | +38.2% | +18.4% | +34.8% | +20.0% | +40.1% | +89.2% | +34.9% |
| Worst | −12.6% | −24.8% | −54.9% | −13.0% | −31.2% | −15.2% | −38.3% | −21.6% | −23.7% | −27.5% | −22.8% | −22.0% |
| vs SPY ⓘ | +0.9pp | +1.9pp | −3.3pp | −0.2pp | −4.4pp | −1.7pp | −2.7pp | −1.4pp | −2.8pp | −4.6pp | −4.4pp | +0.3pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
