Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVOL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.3% | −2.4% | +22.0% | −2.0% | +28.6% | −3.2% | −1.6% | +0.0% | — | — | — | — | +39.5% | +12.9% | +26.6pp |
| 2025 | +16.7% | +3.6% | +0.0% | +1.7% | −16.9% | −4.1% | +0.0% | −4.3% | −22.2% | +17.1% | +24.4% | −15.7% | −10.4% | +17.7% | −28.1pp |
| 2024 | +4.6% | +10.0% | +3.4% | +16.5% | +0.0% | −0.9% | +4.8% | +0.0% | −17.3% | +1.1% | +7.6% | −51.5% | −37.3% | +24.9% | −62.1pp |
| 2023 | −6.0% | −4.0% | −6.6% | +0.0% | −29.2% | −30.0% | +25.0% | −20.0% | +76.8% | −16.2% | −2.4% | −5.6% | −42.9% | +26.2% | −69.1pp |
| 2022 | −17.4% | +2.7% | −4.2% | −50.5% | +66.7% | +0.7% | −2.0% | +4.7% | −5.2% | +1.0% | −1.0% | −8.8% | −40.2% | −18.2% | −22.0pp |
| 2021 | +6.6% | +33.8% | −2.8% | −21.6% | −12.6% | +30.5% | −3.3% | −4.7% | −4.4% | +26.5% | −12.9% | −5.5% | +13.7% | +28.7% | −15.0pp |
| 2020 · part | — | — | — | — | +17.5% | +6.9% | +25.0% | −21.5% | +9.4% | −2.6% | +46.0% | +19.4% | +129.1% | +18.3% | +110.8pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 6 | 6 | 6 | 6 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 67% | 33% | 33% | 43% | 43% | 43% | 14% | 33% | 67% | 50% | 17% |
| Median | +1.1% | +3.1% | −1.4% | −1.0% | +0.0% | −0.9% | +0.0% | −4.3% | −4.8% | +1.1% | +3.3% | −7.2% |
| Best | +16.7% | +33.8% | +22.0% | +16.5% | +66.7% | +30.5% | +25.0% | +4.7% | +76.8% | +26.5% | +46.0% | +19.4% |
| Worst | −17.4% | −4.0% | −6.6% | −50.5% | −29.2% | −30.0% | −3.3% | −21.5% | −22.2% | −16.2% | −12.9% | −51.5% |
| vs SPY ⓘ | −0.4pp | +4.8pp | −3.6pp | −7.1pp | −5.1pp | −2.1pp | −1.7pp | −6.3pp | +2.1pp | +0.9pp | −2.5pp | −10.1pp |
76 monthly observations · 2020–2026 · benchmark SPY
