| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FDT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.9% | +11.4% | −10.3% | +9.3% | +6.0% | −5.3% | −7.4% | — | — | — | — | — | +11.7% | +7.5% | +4.2pp |
| 2025 | +3.1% | +3.4% | +1.2% | +4.8% | +7.3% | +6.5% | +1.1% | +4.8% | +4.0% | +2.4% | +2.0% | +2.4% | +52.2% | +17.7% | +34.5pp |
| 2024 | −0.7% | +3.0% | +4.9% | −2.7% | +5.2% | −2.6% | +3.6% | +0.4% | +1.1% | −3.2% | +1.0% | −2.7% | +7.0% | +24.9% | −17.9pp |
| 2023 | +9.2% | −3.2% | +0.8% | +0.8% | −4.2% | +6.8% | +6.4% | −4.0% | −3.7% | −4.8% | +6.9% | +4.5% | +15.0% | +26.2% | −11.1pp |
| 2022 | −4.2% | −2.1% | +1.8% | −7.2% | +3.1% | −12.3% | +3.4% | −3.7% | −11.9% | +5.2% | +11.0% | −2.0% | −19.5% | −18.2% | −1.3pp |
| 2021 | +0.4% | +1.6% | +4.6% | +3.3% | +4.4% | −2.5% | +0.6% | +0.7% | −3.4% | +1.7% | −4.5% | +4.4% | +11.4% | +28.7% | −17.3pp |
| 2020 | −4.3% | −8.1% | −18.5% | +8.9% | +6.7% | +2.2% | +3.7% | +5.6% | −2.0% | −3.9% | +12.2% | +6.0% | +4.3% | +18.3% | −14.0pp |
| 2019 | +9.8% | +0.6% | +0.6% | +1.0% | −6.9% | +6.6% | −2.4% | −3.2% | +3.2% | +2.5% | +1.5% | +3.3% | +16.8% | +31.2% | −14.4pp |
| 2018 | +5.6% | −4.2% | −0.4% | −0.5% | +0.6% | −3.9% | +1.2% | −2.1% | +0.4% | −12.0% | −0.2% | −5.5% | −20.0% | −4.6% | −15.4pp |
| 2017 | +5.1% | +2.2% | +3.0% | +2.5% | +3.5% | +0.3% | +4.1% | +0.9% | +2.1% | +2.3% | +1.1% | +2.9% | +34.4% | +21.7% | +12.7pp |
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. FDT 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 ⓘ | 15 | 15 | 15 | 15 | 16 | 16 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 67% | 67% | 67% | 60% | 69% | 44% | 69% | 53% | 53% | 60% | 60% | 60% |
| Median | +2.8% | +1.6% | +0.7% | +1.0% | +1.1% | −1.0% | +1.2% | +0.2% | +0.4% | +1.7% | +1.0% | +1.7% |
| Best | +9.9% | +11.4% | +8.7% | +9.3% | +7.3% | +6.8% | +6.4% | +5.6% | +8.3% | +9.5% | +12.2% | +6.0% |
| Worst | −6.2% | −8.1% | −18.5% | −7.2% | −11.7% | −12.3% | −7.4% | −11.8% | −15.2% | −12.0% | −4.5% | −5.5% |
| vs SPY ⓘ | +0.6pp | −0.7pp | −1.0pp | −0.5pp | −0.6pp | −0.3pp | −1.0pp | −1.4pp | +0.4pp | −1.5pp | −2.1pp | −0.1pp |
183 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
