| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FFIV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.0% | −1.5% | +6.6% | +11.9% | +18.4% | +8.5% | −7.0% | — | — | — | — | — | +51.6% | +7.5% | +44.1pp |
| 2025 | +18.2% | −1.6% | −8.9% | −0.6% | +7.8% | +3.1% | +6.5% | −0.1% | +3.2% | −21.7% | −5.5% | +6.7% | +1.5% | +17.7% | −16.2pp |
| 2024 | +2.6% | +1.9% | +1.3% | −12.8% | +2.2% | +1.9% | +18.2% | −0.2% | +8.4% | +6.2% | +7.0% | +0.4% | +40.5% | +24.9% | +15.6pp |
| 2023 | +2.9% | −3.2% | +1.9% | −7.8% | +9.8% | −0.9% | +8.2% | +3.4% | −1.5% | −5.9% | +12.9% | +4.6% | +24.7% | +26.2% | −1.5pp |
| 2022 | −15.2% | −3.3% | +4.0% | −19.9% | −2.6% | −6.1% | +9.4% | −6.2% | −7.9% | −1.3% | +8.2% | −7.2% | −41.4% | −18.2% | −23.2pp |
| 2021 | +11.4% | −3.0% | +9.8% | −10.5% | −0.7% | +0.7% | +10.6% | −1.4% | −2.4% | +6.2% | +7.8% | +7.5% | +39.1% | +28.7% | +10.4pp |
| 2020 | −12.6% | −1.8% | −11.1% | +30.6% | +4.1% | −3.8% | −2.6% | −2.6% | −7.2% | +8.3% | +22.5% | +8.1% | +26.0% | +18.3% | +7.7pp |
| 2019 | −0.7% | +4.5% | −6.7% | −0.0% | −15.8% | +10.3% | +0.7% | −12.3% | +9.1% | +2.6% | +1.1% | −4.2% | −13.8% | +31.2% | −45.0pp |
| 2018 | +10.2% | +2.8% | −2.6% | +12.8% | +6.1% | −0.4% | −0.6% | +10.4% | +5.4% | −12.1% | −1.9% | −5.8% | +23.5% | −4.6% | +28.0pp |
| 2017 | −7.4% | +6.9% | −0.5% | −9.4% | −0.8% | −0.8% | −5.0% | −1.1% | +1.0% | +0.6% | +10.7% | −2.2% | −9.3% | +21.7% | −31.0pp |
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. FFIV 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 ⓘ | 48% | 57% | 48% | 38% | 71% | 43% | 67% | 29% | 62% | 62% | 81% | 57% |
| Median | −0.7% | +1.9% | −0.5% | −0.8% | +4.1% | −0.8% | +6.5% | −1.1% | +2.9% | +3.6% | +5.0% | +1.0% |
| Best | +18.2% | +12.9% | +10.4% | +30.6% | +32.8% | +10.3% | +28.1% | +17.0% | +18.7% | +46.3% | +22.5% | +12.6% |
| Worst | −17.5% | −10.0% | −18.0% | −19.9% | −22.7% | −17.3% | −15.2% | −19.3% | −31.5% | −21.7% | −26.7% | −8.2% |
| vs SPY ⓘ | +1.0pp | +0.4pp | −1.1pp | −1.4pp | +1.7pp | −1.0pp | +2.4pp | −2.0pp | +2.3pp | +0.4pp | +2.3pp | +1.2pp |
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.
