| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FCLD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | −4.7% | −2.6% | +14.3% | +15.0% | +8.9% | +0.9% | — | — | — | — | — | +31.9% | +9.3% | +22.6pp |
| 2025 | +7.0% | −7.7% | −12.4% | +4.8% | +8.8% | +4.9% | +0.2% | +0.2% | +2.6% | +6.6% | −5.7% | +1.1% | +8.2% | +17.7% | −9.5pp |
| 2024 | +3.2% | +6.9% | +1.4% | −7.8% | −2.4% | +6.5% | −0.9% | −1.8% | +3.9% | +2.7% | +16.4% | −5.8% | +21.8% | +24.9% | −3.1pp |
| 2023 | +14.2% | −1.0% | +4.0% | −5.9% | +13.1% | +5.6% | +6.3% | −4.0% | −4.7% | −4.2% | +16.7% | +6.4% | +53.1% | +26.2% | +26.9pp |
| 2022 | −11.8% | −6.1% | +0.2% | −12.6% | −7.9% | −5.6% | +6.2% | −2.8% | −11.9% | +5.3% | +0.4% | −3.1% | −41.3% | −18.2% | −23.1pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −5.0% | −0.6% | −5.6% | +28.7% | −34.3pp |
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. FCLD 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 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 60% | 20% | 60% | 40% | 60% | 80% | 80% | 25% | 50% | 75% | 60% | 40% |
| Median | +3.2% | −4.7% | +0.2% | −5.9% | +8.8% | +5.6% | +0.9% | −2.3% | −1.1% | +4.0% | +0.4% | −0.6% |
| Best | +14.2% | +6.9% | +4.0% | +14.3% | +15.0% | +8.9% | +6.3% | +0.2% | +3.9% | +6.6% | +16.7% | +6.4% |
| Worst | −11.8% | −7.7% | −12.4% | −12.6% | −7.9% | −5.6% | −0.9% | −4.0% | −11.9% | −4.2% | −5.7% | −5.8% |
| vs SPY ⓘ | +1.6pp | −3.2pp | −1.8pp | −3.8pp | +2.5pp | +2.7pp | −2.1pp | −2.1pp | −0.5pp | +0.8pp | −4.2pp | +1.0pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
