| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ELN.MI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +1.8% | −13.5% | +6.5% | +23.9% | +7.0% | −10.0% | — | — | — | — | — | +12.3% | +7.5% | +4.7pp |
| 2025 | −6.7% | +7.2% | −21.5% | −3.7% | +24.2% | −1.2% | +10.0% | +1.1% | −3.7% | −0.1% | +11.9% | +9.6% | +21.8% | +17.7% | +4.1pp |
| 2024 | −6.2% | −7.3% | +38.4% | +0.8% | −13.2% | −6.2% | +2.9% | +6.7% | +6.3% | −9.2% | +21.5% | −3.9% | +22.2% | +24.9% | −2.7pp |
| 2023 | +0.2% | +9.5% | −23.0% | −2.7% | −9.3% | +5.7% | −0.9% | +0.8% | −20.7% | +1.2% | +5.3% | +5.1% | −30.2% | +26.2% | −56.4pp |
| 2022 | −8.5% | −8.8% | +11.2% | −7.6% | −4.1% | −2.1% | +18.4% | −7.4% | −14.2% | +6.5% | +16.2% | −0.9% | −7.1% | −18.2% | +11.1pp |
| 2021 | +2.1% | +2.0% | +26.6% | +0.7% | +27.5% | −2.2% | +11.3% | +7.8% | +8.6% | +22.2% | −12.1% | +2.5% | +137.0% | +28.7% | +108.3pp |
| 2020 | −13.9% | −11.1% | −36.6% | +18.8% | +12.4% | +5.1% | −0.9% | −0.4% | −2.3% | −13.5% | +30.7% | +8.1% | −19.6% | +18.3% | −38.0pp |
| 2019 | +26.2% | +11.6% | +5.3% | −3.9% | −8.7% | +13.5% | −3.2% | +2.0% | +32.6% | +6.2% | +31.0% | −0.8% | +167.0% | +31.2% | +135.8pp |
| 2018 | +13.6% | −12.9% | +25.8% | +1.0% | −7.7% | −6.0% | +0.9% | −1.8% | −23.6% | −18.3% | −12.3% | −16.5% | −50.7% | −4.6% | −46.1pp |
| 2017 | −4.4% | +8.5% | +13.3% | +18.5% | −7.1% | −7.1% | −11.0% | +1.8% | −5.9% | +2.3% | +6.3% | +0.8% | +12.4% | +21.7% | −9.3pp |
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. ELN.MI 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 59% | 59% | 53% | 41% | 29% | 59% | 63% | 38% | 69% | 75% | 50% |
| Median | +1.0% | +1.8% | +5.3% | +0.7% | −4.1% | −3.2% | +2.9% | +1.5% | −2.3% | +4.6% | +5.4% | −0.0% |
| Best | +26.2% | +11.9% | +38.4% | +18.8% | +27.5% | +13.5% | +18.4% | +14.3% | +32.6% | +22.2% | +31.0% | +11.3% |
| Worst | −13.9% | −12.9% | −36.6% | −10.5% | −13.2% | −15.8% | −11.0% | −19.7% | −23.6% | −18.3% | −12.3% | −16.5% |
| vs SPY ⓘ | −0.9pp | −0.8pp | +3.9pp | −2.8pp | −0.7pp | −4.5pp | −0.6pp | +2.2pp | −3.7pp | +1.5pp | +2.7pp | −1.8pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
