| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +9.1% | −1.0% | −6.2% | −1.4% | +2.5% | +3.3% | — | — | — | — | — | +11.9% | +7.5% | +4.4pp |
| 2025 | +0.1% | −1.5% | +4.3% | +6.1% | −1.2% | −4.0% | +6.1% | +3.2% | +5.0% | +0.0% | +5.1% | −6.2% | +17.3% | +17.7% | −0.5pp |
| 2024 | +0.1% | +1.0% | +5.5% | −0.7% | +6.2% | −4.9% | +9.5% | +5.9% | +1.0% | −5.7% | +2.8% | −6.5% | +13.3% | +24.9% | −11.6pp |
| 2023 | −2.4% | −2.5% | +1.3% | −0.6% | −5.1% | +4.0% | +1.3% | −7.5% | −5.2% | +4.2% | +4.9% | −0.8% | −8.9% | +26.2% | −35.0pp |
| 2022 | +0.9% | +0.7% | +9.6% | −5.6% | +0.1% | −10.6% | +7.1% | −2.8% | −6.4% | +1.9% | +10.5% | +1.7% | +4.8% | −18.2% | +23.0pp |
| 2021 | +0.5% | +9.0% | +4.7% | +9.3% | +1.0% | −1.8% | +3.0% | +2.5% | −8.4% | +8.2% | −1.3% | +10.4% | +41.8% | +28.7% | +13.1pp |
| 2020 | +4.5% | −11.7% | −10.0% | +3.0% | +3.4% | −8.2% | −25.2% | −0.1% | +0.4% | +3.5% | −9.4% | +15.2% | −34.2% | +18.3% | −52.5pp |
| 2019 | +4.4% | +5.0% | +2.1% | +1.0% | −1.0% | +3.8% | +2.7% | +5.5% | +4.8% | +0.2% | −0.5% | +1.9% | +34.1% | +31.2% | +2.9pp |
| 2018 | +7.4% | −0.6% | +5.2% | +1.1% | +1.1% | +4.3% | −1.3% | +6.6% | −0.6% | +0.3% | +2.5% | −0.7% | +27.9% | −4.6% | +32.4pp |
| 2017 | −2.1% | +8.3% | −1.9% | −5.9% | −1.1% | −0.3% | +9.4% | +3.3% | −5.4% | +6.9% | +4.8% | −10.3% | +3.6% | +21.7% | −18.1pp |
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. FE 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 52% | 71% | 62% | 62% | 52% | 76% | 57% | 52% | 71% | 52% | 57% |
| Median | +0.5% | +0.6% | +2.1% | +2.4% | +1.0% | +0.1% | +2.7% | +1.9% | +0.4% | +1.9% | +0.1% | +1.1% |
| Best | +7.4% | +9.1% | +10.6% | +10.4% | +13.1% | +6.4% | +9.5% | +11.0% | +5.5% | +11.2% | +13.4% | +15.2% |
| Worst | −6.1% | −13.9% | −10.0% | −9.4% | −15.3% | −10.6% | −25.2% | −12.0% | −8.4% | −22.1% | −12.6% | −17.1% |
| vs SPY ⓘ | −0.1pp | +0.0pp | +1.8pp | +0.6pp | −0.9pp | −0.9pp | +0.2pp | +1.3pp | −0.6pp | −0.7pp | −1.9pp | −1.0pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
