| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ERIE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.8% | −4.8% | −6.7% | −12.4% | −2.7% | +12.5% | +4.3% | — | — | — | — | — | −11.8% | +7.5% | −19.4pp |
| 2025 | −1.9% | +6.2% | −2.1% | −14.1% | −0.0% | −3.3% | +3.1% | −0.5% | −10.2% | −7.6% | +1.0% | −3.0% | −29.4% | +17.7% | −47.1pp |
| 2024 | +3.7% | +17.7% | −1.3% | −4.4% | −5.3% | −0.0% | +22.2% | +15.2% | +6.2% | −16.7% | −1.8% | −6.4% | +24.7% | +24.9% | −0.2pp |
| 2023 | −1.3% | −3.7% | −1.6% | −5.7% | −1.5% | −1.9% | +6.3% | +25.6% | +5.4% | −5.6% | +7.0% | +13.3% | +37.3% | +26.2% | +11.2pp |
| 2022 | −3.9% | −4.9% | +0.6% | −8.4% | +4.7% | +14.6% | +6.4% | +5.7% | +3.4% | +16.2% | +9.9% | −11.9% | +32.0% | −18.2% | +50.2pp |
| 2021 | −0.6% | −0.4% | −8.8% | −2.7% | −6.0% | −3.9% | −3.9% | −4.2% | +0.8% | +16.0% | −9.7% | +3.7% | −20.0% | +28.7% | −48.7pp |
| 2020 | +0.9% | −14.2% | +3.7% | +20.8% | +1.2% | +6.5% | +10.1% | +1.6% | −1.5% | +11.3% | −3.1% | +9.7% | +52.4% | +18.3% | +34.1pp |
| 2019 | +10.5% | +21.8% | +0.2% | +6.6% | +12.3% | +19.6% | −12.1% | −1.6% | −15.3% | −0.2% | −8.1% | −1.9% | +27.1% | +31.2% | −4.1pp |
| 2018 | −1.8% | −2.6% | +1.7% | −0.0% | −3.2% | +3.8% | +6.7% | −0.6% | +3.2% | +3.1% | +5.5% | −2.6% | +13.3% | −4.6% | +17.9pp |
| 2017 | +0.4% | +5.8% | +3.4% | +1.6% | −4.9% | +6.2% | +2.6% | −5.2% | −0.2% | +0.9% | +2.6% | −1.7% | +11.2% | +21.7% | −10.5pp |
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. ERIE 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.
