| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EURL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.5% | +8.9% | −25.5% | +17.0% | +4.0% | +1.3% | +7.3% | — | — | — | — | — | +21.7% | +9.3% | +12.4pp |
| 2025 | +18.7% | +11.2% | −0.4% | +5.9% | +16.5% | +6.0% | −8.6% | +9.8% | +5.3% | +0.6% | +2.4% | +10.1% | +105.8% | +17.7% | +88.1pp |
| 2024 | −4.8% | +5.8% | +10.5% | −8.7% | +17.9% | −9.5% | +6.7% | +8.7% | +0.0% | −16.7% | −6.9% | −9.3% | −11.4% | +24.9% | −36.3pp |
| 2023 | +29.5% | −5.5% | +3.6% | +12.7% | −15.6% | +11.2% | +7.3% | −13.4% | −13.6% | −10.6% | +30.0% | +15.3% | +44.2% | +26.2% | +18.0pp |
| 2022 | −11.2% | −16.2% | −3.3% | −18.5% | +5.2% | −28.9% | +13.7% | −22.2% | −28.3% | +24.0% | +41.8% | −6.8% | −54.4% | −18.2% | −36.2pp |
| 2021 | −3.7% | +7.4% | +9.4% | +14.0% | +13.4% | −4.8% | +4.8% | +4.9% | −15.8% | +15.1% | −14.2% | +15.2% | +46.6% | +28.7% | +17.9pp |
| 2020 | −9.2% | −23.6% | −54.8% | +17.6% | +15.6% | +8.9% | +9.6% | +13.1% | −10.4% | −17.3% | +56.3% | +15.3% | −23.2% | +18.3% | −41.5pp |
| 2019 | +20.1% | +8.6% | +1.5% | +11.2% | −17.0% | +18.9% | −8.5% | −6.0% | +6.6% | +10.8% | +3.5% | +13.0% | +72.6% | +31.2% | +41.4pp |
| 2018 | +17.1% | −18.7% | −2.3% | +5.8% | −8.1% | −5.0% | +9.8% | −9.1% | −0.7% | −23.1% | −3.2% | −15.3% | −46.4% | −4.6% | −41.8pp |
| 2017 | +8.8% | +1.4% | +13.6% | +11.0% | +14.4% | −2.1% | +8.5% | −0.6% | +9.3% | +0.8% | −0.8% | +4.2% | +91.3% | +21.7% | +69.6pp |
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. EURL 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 ⓘ | 12 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 58% | 62% | 46% | 85% | 62% | 38% | 77% | 50% | 42% | 50% | 50% | 58% |
| Median | +4.9% | +5.8% | −0.4% | +11.0% | +4.0% | −2.1% | +7.3% | +0.5% | −5.6% | −3.3% | +0.8% | +7.1% |
| Best | +29.5% | +22.4% | +22.2% | +17.6% | +17.9% | +18.9% | +13.7% | +13.1% | +9.3% | +24.0% | +56.3% | +15.3% |
| Worst | −17.5% | −23.6% | −54.8% | −18.5% | −17.0% | −28.9% | −12.9% | −22.2% | −28.3% | −23.1% | −14.2% | −15.3% |
| vs SPY ⓘ | +5.5pp | +0.6pp | −0.1pp | +6.7pp | −0.2pp | −2.7pp | +4.2pp | −1.6pp | −4.4pp | −5.1pp | −2.0pp | +6.5pp |
150 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
