| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EMO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.7% | +7.2% | +2.8% | −1.3% | −3.6% | +1.9% | +2.1% | — | — | — | — | — | +19.5% | +7.5% | +12.0pp |
| 2025 | +6.8% | +0.6% | +1.2% | −7.4% | +2.4% | +4.3% | +0.5% | +2.5% | −7.0% | −4.5% | +7.9% | −1.2% | +5.0% | +17.7% | −12.7pp |
| 2024 | +2.8% | +5.5% | +9.2% | −0.0% | +5.6% | −2.3% | −2.6% | +3.6% | +3.9% | +1.5% | +19.5% | −7.2% | +44.2% | +24.9% | +19.3pp |
| 2023 | +8.0% | −1.6% | −5.6% | +0.1% | −2.7% | +10.6% | +7.6% | −0.3% | +1.0% | −1.8% | +13.0% | +1.2% | +31.6% | +26.2% | +5.4pp |
| 2022 | — | — | — | — | — | — | — | — | — | +58.8% | +2.2% | −6.0% | +52.5% | −18.2% | +70.7pp |
| 2021 · part | +8.9% | +12.2% | +13.8% | +2.1% | — | — | — | — | — | — | — | — | +42.0% | +28.7% | +13.3pp |
| 2020 | −4.8% | −22.0% | −79.2% | +90.0% | +7.7% | −11.3% | +362.7% | +5.2% | −23.7% | +6.8% | +35.5% | +5.7% | +59.7% | +18.3% | +41.4pp |
| 2019 | +23.3% | −5.2% | +5.3% | −1.0% | −5.2% | +2.0% | +0.7% | −8.7% | +3.0% | −5.7% | −7.1% | +10.4% | +7.7% | +31.2% | −23.5pp |
| 2018 | +8.6% | −15.8% | −8.9% | +12.0% | +0.4% | −1.0% | +5.3% | −0.8% | +0.0% | −11.8% | −8.3% | −15.4% | −33.8% | −4.6% | −29.2pp |
| 2017 | +4.7% | −0.5% | −1.5% | +0.8% | −6.2% | +0.2% | −1.4% | −6.0% | +3.0% | −9.2% | −5.2% | +12.7% | −10.0% | +21.7% | −31.7pp |
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. EMO 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.
