| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EVVTY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.6% | −6.6% | +2.8% | +12.2% | +7.6% | −8.5% | +13.0% | — | — | — | — | — | +14.5% | +7.5% | +6.9pp |
| 2025 | −0.3% | −0.3% | −2.6% | −5.3% | +2.0% | +15.8% | +12.0% | −2.7% | −5.3% | −18.5% | +2.1% | −0.5% | −7.4% | +17.7% | −25.1pp |
| 2024 | −1.5% | +10.2% | −3.9% | −9.6% | −2.0% | −3.1% | −7.1% | +7.6% | −5.6% | −4.0% | −7.3% | −12.2% | −34.0% | +24.9% | −58.9pp |
| 2023 | +14.6% | +7.7% | +10.5% | +1.5% | −0.9% | −4.1% | −2.7% | −12.3% | −6.7% | −12.0% | +17.1% | +15.0% | +24.0% | +26.2% | −2.2pp |
| 2022 | −13.2% | −7.7% | −11.0% | +2.3% | +2.8% | −14.1% | +6.8% | −17.6% | −1.5% | +18.9% | +10.1% | −5.0% | −30.5% | −18.2% | −12.4pp |
| 2021 | −2.7% | +27.7% | +17.9% | +33.5% | −5.0% | −14.7% | +9.3% | −8.0% | −5.4% | +7.2% | −35.8% | +36.4% | +41.5% | +28.7% | +12.8pp |
| 2020 | +4.6% | +14.7% | −6.0% | +37.3% | +28.8% | +2.2% | +13.8% | +9.9% | −12.1% | +11.4% | +14.6% | +19.3% | +241.6% | +18.3% | +223.3pp |
| 2019 | +4.1% | +23.0% | +5.2% | +30.9% | −15.8% | +21.6% | +6.5% | −13.9% | +2.9% | +21.2% | +11.4% | +10.9% | +155.2% | +31.2% | +123.9pp |
| 2018 | +9.5% | −13.6% | −17.8% | +15.3% | +0.8% | −2.2% | +27.4% | −3.5% | −8.6% | +6.2% | −21.0% | −2.3% | −18.5% | −4.6% | −14.0pp |
| 2017 | +11.6% | +17.9% | +2.9% | +21.5% | +3.9% | +11.7% | +17.0% | −0.2% | +5.6% | +9.1% | −4.0% | +4.5% | +157.6% | +21.7% | +135.9pp |
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. EVVTY 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 50% | 60% | 50% | 80% | 60% | 40% | 80% | 22% | 30% | 60% | 50% | 50% |
| Median | +1.9% | +8.9% | +0.1% | +13.8% | +1.4% | −2.6% | +10.7% | −3.5% | −5.4% | +6.7% | −0.9% | +2.0% |
| Best | +14.6% | +27.7% | +17.9% | +37.3% | +28.8% | +21.6% | +27.4% | +9.9% | +10.8% | +21.2% | +17.1% | +36.4% |
| Worst | −13.2% | −13.6% | −17.8% | −9.6% | −15.8% | −14.7% | −7.1% | −17.6% | −12.1% | −18.5% | −35.8% | −12.2% |
| vs SPY ⓘ | −2.3pp | +7.6pp | +3.2pp | +12.9pp | −1.5pp | −4.3pp | +7.4pp | −6.7pp | −1.4pp | +3.5pp | −2.6pp | +4.9pp |
119 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
