| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.5% | −6.8% | −26.5% | +24.4% | −1.3% | −8.8% | −31.1% | — | — | — | — | — | −37.3% | +7.5% | −44.9pp |
| 2025 | +8.7% | −6.6% | −20.9% | +25.7% | −5.5% | +5.8% | −5.2% | −12.1% | +3.7% | +12.1% | −18.2% | −7.5% | −26.0% | +17.7% | −43.7pp |
| 2024 | −34.0% | −4.4% | +5.8% | −33.7% | −9.8% | +2.6% | −0.8% | −20.8% | −3.2% | +6.0% | +21.2% | −11.3% | −64.5% | +24.9% | −89.4pp |
| 2023 | +20.5% | −8.6% | +17.3% | −11.6% | +17.5% | +4.1% | +16.1% | −9.8% | −16.6% | −12.8% | +16.3% | +17.2% | +45.0% | +26.2% | +18.8pp |
| 2022 | −16.0% | −26.5% | +3.1% | −20.7% | +15.3% | −13.4% | +5.8% | −12.7% | −20.5% | +10.7% | −10.1% | −7.4% | −65.9% | −18.2% | −47.8pp |
| 2021 | — | — | — | — | — | — | — | — | — | — | — | +88.2% | +88.2% | +28.7% | +59.5pp |
| 2019 · part | +4.6% | — | — | — | — | — | — | — | — | — | — | — | +4.6% | +31.2% | −26.7pp |
| 2018 | −2.9% | −0.6% | +0.0% | +0.1% | +1.0% | +0.2% | +3.5% | −0.4% | −3.3% | −2.5% | +0.5% | +1.7% | −2.7% | −4.6% | +1.9pp |
| 2017 | +4.2% | −1.2% | −1.8% | +1.8% | +0.5% | +1.3% | −1.0% | +0.1% | −0.6% | −1.3% | −0.0% | −1.8% | +0.1% | +21.7% | −21.6pp |
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 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 ⓘ | 8 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 8 |
| Positive ⓘ | 63% | 0% | 57% | 57% | 57% | 71% | 43% | 14% | 14% | 43% | 43% | 50% |
| Median | +4.4% | −6.6% | +0.0% | +0.1% | +0.5% | +1.3% | −0.8% | −9.8% | −3.2% | −1.3% | −0.0% | −0.7% |
| Best | +20.5% | −0.6% | +17.3% | +25.7% | +17.5% | +5.8% | +16.1% | +0.1% | +3.7% | +12.1% | +21.2% | +88.2% |
| Worst | −34.0% | −26.5% | −26.5% | −33.7% | −9.8% | −13.4% | −31.1% | −20.8% | −20.5% | −12.8% | −18.2% | −11.3% |
| vs SPY ⓘ | −0.5pp | −6.0pp | −0.6pp | −0.4pp | −1.4pp | −1.0pp | −3.0pp | −8.2pp | −3.9pp | +2.5pp | −3.1pp | −1.7pp |
86 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
