| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.1% | −14.7% | +2.2% | +8.5% | +25.4% | +12.8% | +11.1% | — | — | — | — | — | +38.0% | +9.3% | +28.6pp |
| 2025 | +0.8% | −20.8% | −5.8% | +0.1% | +21.4% | −3.0% | +4.1% | −5.4% | −5.9% | −17.9% | +9.9% | +4.7% | −22.4% | +17.7% | −40.1pp |
| 2024 | −1.2% | −4.3% | +3.6% | +0.5% | −1.5% | +0.1% | +7.2% | +11.2% | +3.7% | −8.7% | +6.1% | −2.6% | +13.0% | +24.9% | −11.9pp |
| 2023 | +6.8% | +4.5% | −3.8% | −7.9% | +5.1% | +14.1% | −2.7% | +3.3% | −1.1% | −5.7% | +19.2% | +6.8% | +41.5% | +26.2% | +15.4pp |
| 2022 | −11.1% | −4.6% | +25.0% | −14.0% | −15.9% | −13.2% | +10.7% | −1.4% | −7.3% | +9.5% | −5.3% | −2.3% | −31.7% | −18.2% | −13.5pp |
| 2021 · part | — | — | — | — | — | — | −1.5% | +15.7% | −16.0% | −1.8% | −7.3% | +9.8% | −4.4% | +28.7% | −33.1pp |
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. FA 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 20% | 60% | 60% | 60% | 60% | 67% | 60% | 20% | 20% | 60% | 60% |
| Median | −1.2% | −4.6% | +2.2% | +0.1% | +5.1% | +0.1% | +5.6% | +3.3% | −5.9% | −5.7% | +6.1% | +4.7% |
| Best | +6.8% | +4.5% | +25.0% | +8.5% | +25.4% | +14.1% | +11.1% | +15.7% | +3.7% | +9.5% | +19.2% | +9.8% |
| Worst | −11.1% | −20.8% | −5.8% | −14.0% | −15.9% | −13.2% | −2.7% | −5.4% | −16.0% | −17.9% | −7.3% | −2.6% |
| vs SPY ⓘ | −2.8pp | −9.6pp | +0.3pp | −2.0pp | +4.6pp | −3.5pp | +1.7pp | +4.9pp | +1.6pp | −7.8pp | +0.2pp | +3.5pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
