| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | −24.4% | +5.9% | −9.8% | −6.0% | −15.3% | −0.9% | — | — | — | — | — | −40.6% | +9.3% | −49.9pp |
| 2025 | +6.1% | −0.1% | −3.1% | −3.9% | +14.9% | +17.7% | +2.1% | +24.5% | +15.1% | −14.8% | −24.1% | +20.5% | +52.2% | +17.7% | +34.5pp |
| 2024 | −2.7% | −6.8% | +15.7% | −17.6% | +2.1% | −9.7% | +8.0% | −19.1% | +18.9% | +2.8% | −1.2% | −16.8% | −30.0% | +24.9% | −54.9pp |
| 2023 | −14.7% | −0.8% | −2.0% | +0.7% | −3.3% | +14.1% | +15.6% | +3.9% | −6.1% | +4.8% | +0.7% | −8.4% | +0.5% | +26.2% | −25.7pp |
| 2022 | −29.2% | −6.6% | −10.0% | −23.1% | −24.1% | −7.8% | −18.3% | +53.2% | +45.1% | +7.5% | +28.2% | −4.5% | −23.6% | −18.2% | −5.4pp |
| 2021 | +20.0% | +1.9% | −21.4% | −7.1% | +12.5% | −5.6% | −5.1% | −9.7% | +11.8% | +15.8% | +8.3% | −8.5% | +4.4% | +28.7% | −24.4pp |
| 2020 | −1.0% | −17.5% | −28.5% | +15.8% | +7.6% | +10.4% | +16.4% | −2.8% | +8.3% | +9.8% | +15.9% | −11.6% | +10.7% | +18.3% | −7.7pp |
| 2019 | +4.6% | +16.0% | −5.9% | −4.3% | −0.1% | +5.0% | −8.2% | −15.1% | +7.1% | +7.7% | −11.1% | −11.5% | −18.9% | +31.2% | −50.1pp |
| 2018 | −4.2% | −9.9% | +13.8% | −7.0% | +5.5% | +4.7% | −0.5% | +17.8% | −17.6% | +6.7% | −14.8% | −5.5% | −16.3% | −4.6% | −11.8pp |
| 2017 | +2.8% | +46.3% | −13.1% | +24.8% | −13.3% | +32.0% | −6.3% | +30.4% | −16.3% | −3.4% | +5.2% | +42.7% | +176.6% | +21.7% | +154.9pp |
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. EVI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 33% | 33% | 38% | 43% | 48% | 33% | 52% | 76% | 57% | 67% | 33% |
| Median | +0.0% | −0.8% | −2.3% | −3.9% | −0.1% | −0.9% | −1.0% | +3.8% | +8.3% | +1.3% | +4.1% | −5.5% |
| Best | +25.9% | +46.3% | +26.8% | +45.0% | +39.1% | +32.0% | +21.3% | +53.2% | +65.1% | +51.5% | +82.2% | +42.7% |
| Worst | −29.2% | −33.6% | −28.5% | −23.1% | −24.1% | −21.7% | −18.3% | −20.7% | −17.6% | −14.8% | −24.1% | −16.8% |
| vs SPY ⓘ | +1.0pp | −2.0pp | −4.7pp | −3.1pp | +0.1pp | +0.4pp | −3.4pp | +3.2pp | +6.5pp | −0.2pp | +3.1pp | −6.7pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
