| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVO.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.1% | −5.2% | +6.7% | +9.8% | +8.5% | −4.5% | +12.5% | — | — | — | — | — | +18.8% | +7.5% | +11.3pp |
| 2025 | +0.1% | −3.6% | −9.4% | −9.6% | −2.4% | +6.1% | +24.9% | −6.0% | −5.7% | −17.9% | +1.6% | −2.4% | −26.1% | +17.7% | −43.9pp |
| 2024 | +1.7% | +9.7% | −0.8% | −7.2% | −8.4% | −2.1% | −6.0% | +2.8% | −6.4% | +0.7% | −5.3% | −10.4% | −28.9% | +24.9% | −53.8pp |
| 2023 | +15.2% | +8.2% | +9.6% | −1.5% | +4.3% | −4.1% | −4.7% | −8.8% | −6.7% | −10.3% | +9.6% | +10.6% | +18.6% | +26.2% | −7.6pp |
| 2022 | −11.7% | −3.0% | −12.1% | +6.2% | −0.5% | −8.9% | +5.2% | −12.3% | +3.3% | +16.5% | +3.3% | −4.8% | −20.9% | −18.2% | −2.8pp |
| 2021 | −2.3% | +28.9% | +22.3% | +30.1% | −5.1% | −14.8% | +10.9% | −7.3% | −4.0% | +4.1% | −31.6% | +35.3% | +54.1% | +28.7% | +25.4pp |
| 2020 | +5.7% | +17.8% | −3.7% | +31.7% | +24.9% | +0.0% | +7.7% | +8.3% | −8.2% | +11.1% | +10.9% | +13.9% | +196.5% | +18.3% | +178.2pp |
| 2019 | +6.4% | +27.2% | +6.2% | +33.1% | −7.3% | +1.8% | +14.8% | −12.7% | +5.1% | +19.1% | +9.8% | +11.5% | +177.1% | +31.2% | +145.9pp |
| 2018 | +5.3% | −9.5% | −17.4% | +20.9% | +1.4% | −0.4% | +27.3% | −1.2% | −9.6% | +8.7% | −21.0% | −6.3% | −12.1% | −4.6% | −7.5pp |
| 2017 | +8.3% | +20.1% | −3.1% | +20.9% | +4.6% | +7.7% | +13.3% | −3.5% | +7.8% | +15.7% | −7.9% | +5.0% | +126.3% | +21.7% | +104.6pp |
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. EVO.ST 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 ⓘ | 11 | 11 | 11 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 64% | 55% | 36% | 75% | 50% | 33% | 75% | 36% | 45% | 64% | 64% | 55% |
| Median | +1.7% | +8.2% | −0.8% | +10.4% | +0.4% | −3.1% | +11.7% | −3.5% | −4.0% | +4.1% | +1.6% | +5.0% |
| Best | +15.2% | +28.9% | +22.3% | +33.1% | +24.9% | +7.7% | +27.3% | +65.9% | +28.0% | +19.1% | +21.5% | +35.3% |
| Worst | −11.7% | −9.5% | −17.4% | −9.6% | −8.4% | −14.8% | −6.0% | −12.7% | −9.6% | −17.9% | −31.6% | −10.4% |
| vs SPY ⓘ | −0.3pp | +4.5pp | −3.2pp | +12.5pp | −0.8pp | −4.3pp | +9.3pp | −4.4pp | +0.6pp | +1.6pp | −2.3pp | +3.8pp |
136 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
