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 | FCG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.4% | +9.1% | +14.0% | −0.9% | −9.2% | −6.2% | +10.3% | +4.9% | — | — | — | — | +32.8% | +13.4% | +19.4pp |
| 2025 | +1.0% | −2.2% | +2.9% | −16.1% | +5.7% | +5.7% | +2.5% | +1.6% | −1.7% | −4.6% | +9.8% | −4.2% | −2.3% | +17.7% | −20.0pp |
| 2024 | −3.9% | +7.2% | +9.9% | −1.1% | +1.8% | −3.8% | +0.2% | −3.7% | −5.6% | −0.9% | +11.0% | −5.2% | +4.2% | +24.9% | −20.7pp |
| 2023 | +2.2% | −7.4% | −1.9% | +2.6% | −7.0% | +9.3% | +10.6% | +3.0% | −1.4% | −0.1% | −4.6% | −1.1% | +2.5% | +26.2% | −23.6pp |
| 2022 | +13.2% | +11.9% | +12.7% | −0.9% | +18.0% | −22.7% | +14.2% | +5.7% | −12.9% | +19.5% | −0.2% | −9.0% | +47.2% | −18.2% | +65.4pp |
| 2021 | +11.5% | +25.5% | +4.1% | +1.6% | +11.9% | +12.9% | −13.8% | −1.2% | +21.2% | +9.0% | −7.0% | +1.5% | +98.5% | +28.7% | +69.8pp |
| 2020 | −21.0% | −20.1% | −44.7% | +84.8% | −3.4% | +1.7% | −0.7% | +1.2% | −18.2% | +0.0% | +34.5% | +9.6% | −23.2% | +18.3% | −41.5pp |
| 2019 | +16.0% | −2.2% | +4.0% | −3.0% | −15.0% | +2.6% | −10.7% | −13.7% | +2.9% | −9.0% | −2.6% | +20.0% | −15.8% | +31.2% | −47.0pp |
| 2018 | −0.1% | −11.6% | +2.1% | +8.0% | +3.0% | +2.7% | −0.5% | −3.2% | −0.2% | −13.0% | −7.7% | −18.1% | −34.8% | −4.6% | −30.2pp |
| 2017 | −1.2% | −6.1% | +1.0% | −5.8% | −7.7% | −2.3% | +2.7% | −8.0% | +12.5% | −0.7% | +1.5% | +3.9% | −11.4% | +21.7% | −33.1pp |
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 ⓘ | 19 | 19 | 19 | 19 | 19 | 20 | 20 | 20 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 42% | 53% | 63% | 63% | 47% | 50% | 60% | 50% | 47% | 37% | 47% | 37% |
| Median | −0.2% | +2.0% | +2.9% | +1.6% | −0.3% | −0.9% | +0.2% | +0.1% | −0.2% | −0.7% | −0.2% | −1.1% |
| Best | +16.0% | +25.5% | +23.6% | +84.8% | +20.5% | +12.9% | +14.2% | +5.7% | +21.2% | +19.7% | +34.5% | +20.0% |
| Worst | −21.0% | −20.2% | −44.7% | −16.1% | −15.0% | −22.7% | −27.5% | −13.7% | −19.3% | −25.2% | −16.3% | −22.1% |
| vs SPY ⓘ | −0.7pp | −0.9pp | +0.9pp | +2.9pp | −2.6pp | −1.1pp | −1.6pp | −2.2pp | +0.9pp | −0.3pp | −4.9pp | −3.3pp |
231 monthly observations · 2007–2026 · benchmark SPY
