| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FERG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.9% | +3.3% | −10.2% | +14.8% | −15.3% | +5.0% | −4.6% | — | — | — | — | — | +2.9% | +7.5% | −4.7pp |
| 2025 | +4.3% | −2.0% | −9.3% | +5.9% | +7.5% | +19.9% | +2.6% | +3.5% | −2.5% | +10.7% | +1.3% | −11.5% | +29.9% | +17.7% | +12.2pp |
| 2024 | −2.7% | +12.6% | +3.7% | −3.9% | −2.0% | −5.5% | +15.0% | −7.6% | −3.1% | −0.9% | +9.8% | −19.2% | −8.6% | +24.9% | −33.5pp |
| 2023 | +12.1% | +1.2% | −6.6% | +5.3% | +2.9% | +9.1% | +2.7% | −0.0% | +1.8% | −8.3% | +14.1% | +13.2% | +55.1% | +26.2% | +28.9pp |
| 2022 | −11.5% | −4.1% | −11.4% | −7.0% | −4.1% | −7.4% | +13.9% | −8.4% | −10.9% | +8.0% | +7.3% | +8.9% | −27.2% | −18.2% | −9.0pp |
| 2021 · part | — | — | — | +5.9% | — | +9.7% | +0.4% | +3.1% | −3.4% | +9.6% | +0.8% | +17.7% | +51.0% | +28.7% | +22.3pp |
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. FERG 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 | 6 | 5 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 20% | 67% | 40% | 67% | 83% | 40% | 20% | 60% | 100% | 60% |
| Median | +4.3% | +1.2% | −9.3% | +5.6% | −2.0% | +7.1% | +2.7% | −0.0% | −3.1% | +8.0% | +7.3% | +8.9% |
| Best | +13.9% | +12.6% | +3.7% | +14.8% | +7.5% | +19.9% | +15.0% | +3.5% | +1.8% | +10.7% | +14.1% | +17.7% |
| Worst | −11.5% | −4.1% | −11.4% | −7.0% | −15.3% | −7.4% | −4.6% | −8.4% | −10.9% | −8.3% | +0.8% | −19.2% |
| vs SPY ⓘ | +1.7pp | +3.8pp | −5.3pp | +2.7pp | −4.4pp | +4.3pp | −0.1pp | +0.2pp | −1.6pp | −0.0pp | +1.7pp | +8.6pp |
63 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
