| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ERLFF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +31.8% | +1.3% | −18.8% | +3.7% | +2.8% | +21.9% | −10.1% | — | — | — | — | — | +26.6% | +7.5% | +19.1pp |
| 2025 | +4.7% | −3.6% | −15.8% | +9.7% | +5.1% | −9.6% | +10.9% | −5.0% | +0.9% | +10.3% | −4.0% | −8.9% | −9.1% | +17.7% | −26.9pp |
| 2024 | +0.5% | −0.2% | +22.1% | +2.7% | −3.1% | −0.6% | −2.8% | +4.5% | +47.7% | −20.0% | +7.1% | +20.6% | +87.8% | +24.9% | +62.9pp |
| 2023 | +24.6% | −12.8% | +2.9% | +2.4% | −11.5% | +1.1% | +15.9% | −2.1% | −5.3% | −4.3% | −0.4% | +0.2% | +5.1% | +26.2% | −21.1pp |
| 2022 | +10.9% | −1.7% | +29.2% | −11.8% | −10.9% | −7.1% | −4.0% | +0.0% | +4.0% | +2.7% | +22.9% | +4.9% | +35.7% | −18.2% | +53.8pp |
| 2021 | −11.9% | +39.3% | +11.0% | +10.3% | +6.3% | +9.8% | −3.2% | −8.8% | +17.9% | −15.6% | −5.4% | −0.3% | +45.3% | +28.7% | +16.5pp |
| 2020 | +0.6% | −18.8% | −20.3% | +15.2% | +39.3% | −2.3% | +7.3% | +28.7% | −21.4% | +6.5% | +13.4% | +14.7% | +53.5% | +18.3% | +35.1pp |
| 2019 | +5.6% | −2.6% | −11.4% | −5.1% | −14.1% | +9.3% | −22.5% | −6.9% | −21.2% | −3.1% | +36.5% | +16.2% | −29.0% | +31.2% | −60.3pp |
| 2018 | −13.0% | −18.4% | −13.6% | −2.4% | +16.3% | +2.8% | −0.3% | −15.8% | +5.0% | −5.3% | +10.6% | +0.5% | −33.6% | −4.6% | −29.0pp |
| 2017 | +63.5% | +7.9% | −12.0% | −5.7% | −5.5% | −13.0% | +39.9% | −12.2% | −5.1% | −2.3% | +8.2% | +29.3% | +91.5% | +21.7% | +69.8pp |
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. ERLFF 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 80% | 30% | 40% | 60% | 50% | 50% | 40% | 20% | 50% | 30% | 70% | 70% |
| Median | +5.2% | −2.2% | −11.7% | +2.6% | −0.2% | +0.3% | −1.6% | −5.0% | −2.1% | −3.7% | +9.4% | +2.7% |
| Best | +63.5% | +39.3% | +29.2% | +15.2% | +39.3% | +21.9% | +39.9% | +28.7% | +47.7% | +10.3% | +36.5% | +29.3% |
| Worst | −13.0% | −18.8% | −20.3% | −11.8% | −14.1% | −13.0% | −22.5% | −15.8% | −21.4% | −20.0% | −5.4% | −8.9% |
| vs SPY ⓘ | +1.3pp | −3.9pp | −9.0pp | −1.1pp | −4.7pp | −1.5pp | −4.0pp | −5.2pp | −1.6pp | −5.0pp | +3.8pp | +10.0pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
