| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FFND | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | −0.3% | −6.2% | +8.8% | +3.1% | −0.1% | −0.3% | — | — | — | — | — | +7.1% | +7.5% | −0.4pp |
| 2025 | +5.8% | −1.6% | −5.7% | −0.3% | +6.2% | +5.4% | +1.9% | +2.9% | +2.6% | +1.3% | −0.5% | +0.5% | +19.4% | +17.7% | +1.7pp |
| 2024 | −2.3% | +11.0% | +3.3% | −4.6% | +4.8% | +2.5% | −1.8% | +0.4% | +2.1% | +1.5% | +8.7% | −2.7% | +24.0% | +24.9% | −0.8pp |
| 2023 | +16.3% | +0.7% | +0.3% | −3.5% | +3.8% | +10.9% | +5.5% | −1.3% | −4.7% | −8.6% | +10.4% | +7.1% | +40.0% | +26.2% | +13.9pp |
| 2022 | −12.8% | −0.9% | +3.2% | −14.9% | −5.2% | −9.5% | +17.9% | −3.6% | −10.7% | +3.5% | +2.0% | −13.7% | −39.8% | −18.2% | −21.7pp |
| 2021 · part | — | — | — | — | — | — | — | — | −4.0% | +9.8% | −7.0% | −3.0% | −5.0% | +28.7% | −33.7pp |
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. FFND 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 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 60% | 20% | 80% | 60% | 60% | 50% | 40% | 80% | 60% | 40% |
| Median | +2.5% | −0.3% | +0.3% | −3.5% | +3.8% | +2.5% | +1.9% | −0.5% | −4.0% | +1.5% | +2.0% | −2.7% |
| Best | +16.3% | +11.0% | +3.3% | +8.8% | +6.2% | +10.9% | +17.9% | +2.9% | +2.6% | +9.8% | +10.4% | +7.1% |
| Worst | −12.8% | −1.6% | −6.2% | −14.9% | −5.2% | −9.5% | −1.8% | −3.6% | −10.7% | −8.6% | −7.0% | −13.7% |
| vs SPY ⓘ | +1.1pp | +2.0pp | −0.5pp | −1.7pp | −0.2pp | +0.2pp | +2.0pp | +0.4pp | +0.0pp | −1.1pp | −0.7pp | −0.3pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
