| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FANUY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.0% | +12.9% | −23.4% | +27.8% | +12.8% | −8.5% | −7.5% | — | — | — | — | — | +8.7% | +9.3% | −0.6pp |
| 2025 | +14.2% | −3.3% | −4.2% | −6.5% | +4.9% | +1.7% | +3.0% | −0.2% | +2.3% | +15.7% | −3.2% | +21.5% | +51.2% | +17.7% | +33.4pp |
| 2024 | −5.7% | +5.3% | −4.1% | +4.5% | −4.1% | −1.6% | +7.8% | −0.6% | +0.3% | −9.0% | −2.4% | +0.5% | −10.0% | +24.9% | −34.8pp |
| 2023 | +18.8% | −3.9% | +5.7% | −6.0% | +1.0% | +2.8% | −12.8% | −7.2% | −8.4% | −3.4% | +9.9% | +6.0% | −1.6% | +26.2% | −27.8pp |
| 2022 | −7.0% | −7.2% | −4.5% | −12.9% | +6.3% | −4.4% | +10.6% | −6.4% | −12.9% | −6.2% | +14.0% | −0.7% | −30.2% | −18.2% | −12.0pp |
| 2021 | +6.5% | −4.5% | −4.0% | −4.3% | +4.1% | −0.2% | −6.6% | −2.5% | +1.0% | −10.4% | −0.3% | +8.0% | −13.8% | +28.7% | −42.5pp |
| 2020 | −1.0% | −10.3% | −19.1% | +23.7% | +9.1% | −0.1% | −5.0% | +3.7% | +9.2% | +10.2% | +15.0% | +1.7% | +34.0% | +18.3% | +15.7pp |
| 2019 | +13.1% | −2.9% | +3.0% | +9.6% | −10.0% | +9.9% | −3.8% | −3.0% | +9.2% | +4.4% | −2.9% | −3.4% | +22.3% | +31.2% | −8.9pp |
| 2018 | +12.9% | −6.6% | +0.3% | −15.6% | −1.5% | −6.2% | +0.3% | −1.4% | −4.0% | −7.8% | −1.8% | −11.6% | −37.4% | −4.6% | −32.8pp |
| 2017 | +17.2% | +0.3% | +5.1% | −0.9% | −3.3% | −2.0% | +5.1% | −4.1% | +4.3% | +15.3% | +6.9% | −3.9% | +44.4% | +21.7% | +22.7pp |
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. FANUY 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 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 30% | 40% | 40% | 60% | 30% | 50% | 20% | 60% | 50% | 40% | 50% |
| Median | +9.7% | −3.6% | −4.0% | −2.6% | +2.6% | −0.9% | −1.8% | −2.0% | +0.7% | +0.5% | −1.0% | −0.1% |
| Best | +18.8% | +12.9% | +5.7% | +27.8% | +12.8% | +9.9% | +10.6% | +3.7% | +9.2% | +15.7% | +15.0% | +21.5% |
| Worst | −7.0% | −10.3% | −23.4% | −15.6% | −10.0% | −8.5% | −12.8% | −7.2% | −12.9% | −10.4% | −4.8% | −11.6% |
| vs SPY ⓘ | +6.2pp | −2.7pp | −2.7pp | −3.0pp | −0.4pp | −3.0pp | −4.4pp | −3.1pp | −1.1pp | +0.6pp | −1.4pp | −0.3pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
