| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ENVX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.4% | −20.4% | −1.7% | +28.8% | +19.6% | −23.9% | −31.1% | — | — | — | — | — | −42.8% | +9.3% | −52.2pp |
| 2025 | +10.9% | −26.0% | −17.7% | −8.7% | +13.7% | +35.7% | +29.6% | −28.2% | +3.6% | +20.3% | −35.0% | −6.2% | −32.8% | +17.7% | −50.5pp |
| 2024 | −25.6% | +4.7% | −17.8% | −21.8% | +69.6% | +45.6% | −6.8% | −33.9% | −1.9% | −3.6% | +2.7% | +17.5% | −13.2% | +24.9% | −38.1pp |
| 2023 | −36.2% | +16.1% | +61.7% | −27.4% | +22.6% | +35.9% | +19.3% | −36.0% | −8.9% | −29.0% | +24.2% | +13.1% | +0.6% | +26.2% | −25.5pp |
| 2022 | — | — | — | — | — | — | −51.2% | +66.1% | −17.1% | +2.9% | −30.8% | −4.7% | −54.4% | −18.2% | −36.2pp |
| 2021 · part | — | — | — | — | — | — | — | −5.9% | +21.6% | +39.8% | +32.6% | −22.1% | +65.2% | +28.7% | +36.5pp |
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. ENVX 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 25% | 50% | 25% | 25% | 100% | 75% | 40% | 20% | 40% | 60% | 60% | 40% |
| Median | −17.5% | −7.8% | −9.7% | −15.3% | +21.1% | +35.8% | −6.8% | −28.2% | −1.9% | +2.9% | +2.7% | −4.7% |
| Best | +10.9% | +16.1% | +61.7% | +28.8% | +69.6% | +45.6% | +29.6% | +66.1% | +21.6% | +39.8% | +32.6% | +17.5% |
| Worst | −36.2% | −26.0% | −17.8% | −27.4% | +13.7% | −23.9% | −51.2% | −36.0% | −17.1% | −29.0% | −35.0% | −22.1% |
| vs SPY ⓘ | −19.1pp | −10.0pp | −4.5pp | −12.8pp | +18.3pp | +30.0pp | −8.0pp | −30.3pp | −4.0pp | −2.7pp | −3.2pp | +1.1pp |
54 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
