| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ESGE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.6% | +5.0% | −9.0% | +12.2% | +7.7% | +0.2% | −6.6% | — | — | — | — | — | +16.4% | +9.3% | +7.1pp |
| 2025 | +2.8% | +1.1% | +0.7% | +0.6% | +4.2% | +8.0% | +0.7% | +2.5% | +7.3% | +2.9% | −1.4% | +1.9% | +35.9% | +17.7% | +18.1pp |
| 2024 | −5.1% | +3.7% | +2.1% | −0.2% | +1.8% | +3.2% | +1.0% | +1.2% | +6.2% | −3.2% | −2.0% | −1.8% | +6.6% | +24.9% | −18.3pp |
| 2023 | +9.8% | −7.8% | +3.4% | −1.2% | −1.8% | +4.2% | +6.3% | −7.1% | −3.1% | −3.0% | +7.4% | +3.7% | +9.5% | +26.2% | −16.7pp |
| 2022 | +0.4% | −5.0% | −3.1% | −6.5% | +0.2% | −5.3% | −1.0% | −1.9% | −11.9% | −1.4% | +15.6% | −3.1% | −22.4% | −18.2% | −4.2pp |
| 2021 | +3.4% | +0.5% | −0.7% | +1.5% | +1.8% | +1.4% | −6.5% | +2.2% | −4.0% | +1.0% | −4.2% | +1.2% | −2.9% | +28.7% | −31.6pp |
| 2020 | −5.5% | −3.9% | −16.1% | +7.5% | +2.8% | +6.8% | +9.3% | +2.6% | −1.0% | +1.8% | +8.9% | +7.2% | +18.6% | +18.3% | +0.3pp |
| 2019 | +11.0% | −1.0% | +1.1% | +2.2% | −6.5% | +5.4% | −2.0% | −4.0% | +1.7% | +4.4% | +0.4% | +7.5% | +20.4% | +31.2% | −10.9pp |
| 2018 | +8.2% | −5.1% | −0.2% | −3.2% | −2.9% | −4.8% | +3.0% | −2.6% | −1.2% | −7.9% | +5.3% | −3.9% | −15.2% | −4.6% | −10.7pp |
| 2017 | +6.3% | +3.2% | +3.0% | +1.7% | +2.6% | +1.2% | +5.6% | +2.5% | −0.0% | +2.9% | +0.8% | +3.8% | +38.9% | +21.7% | +17.2pp |
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. ESGE 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% | 50% | 50% | 60% | 70% | 80% | 60% | 60% | 40% | 50% | 60% | 60% |
| Median | +4.8% | −0.3% | +0.3% | +1.1% | +1.8% | +2.3% | +0.9% | +1.7% | −0.5% | −0.2% | +0.6% | +1.6% |
| Best | +11.0% | +5.0% | +3.4% | +12.2% | +7.7% | +8.0% | +9.3% | +2.6% | +7.3% | +4.4% | +15.6% | +7.5% |
| Worst | −5.5% | −7.8% | −16.1% | −6.5% | −6.5% | −5.3% | −6.6% | −7.1% | −11.9% | −7.9% | −4.2% | −3.9% |
| vs SPY ⓘ | +3.3pp | −1.5pp | −0.9pp | −0.6pp | −1.1pp | +0.1pp | −1.1pp | −0.9pp | +1.2pp | −0.3pp | −2.1pp | +2.2pp |
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.
