| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FGBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +57.0% | +4.5% | −7.7% | +16.7% | +0.8% | +5.4% | −7.1% | — | — | — | — | — | +74.5% | +7.5% | +67.0pp |
| 2025 | −9.5% | −16.9% | −9.7% | +22.1% | −5.9% | −7.0% | +5.4% | −2.8% | −4.6% | −18.2% | −27.0% | +12.3% | −52.5% | +17.7% | −70.2pp |
| 2024 | +10.3% | −6.8% | −9.9% | +10.6% | −8.9% | −10.4% | +14.9% | −0.3% | +4.1% | +0.9% | +33.1% | −20.5% | +6.6% | +24.9% | −18.3pp |
| 2023 | −6.6% | −6.4% | −22.8% | −13.3% | −2.9% | −13.8% | +14.8% | −14.1% | +0.5% | −4.5% | −9.4% | +18.5% | −50.2% | +26.2% | −76.3pp |
| 2022 | +1.2% | +2.6% | +13.9% | −3.9% | +27.0% | −16.2% | +2.1% | −10.2% | −1.1% | +5.4% | +8.3% | −5.5% | +18.2% | −18.2% | +36.4pp |
| 2021 | −10.0% | +3.5% | +9.1% | −3.0% | +13.5% | −0.3% | −2.3% | −0.3% | +6.6% | +3.2% | +5.7% | +3.2% | +30.4% | +28.7% | +1.7pp |
| 2020 | −17.3% | −5.1% | −14.7% | −6.4% | −11.9% | +4.1% | −3.6% | +8.8% | −4.4% | +20.1% | +15.6% | +6.6% | −14.6% | +18.3% | −33.0pp |
| 2019 | −6.4% | −3.9% | −1.1% | +4.6% | −4.0% | +2.0% | +4.8% | −13.1% | +17.5% | −5.1% | +2.4% | +12.2% | +6.3% | +31.2% | −24.9pp |
| 2018 | +5.2% | −4.7% | +4.3% | −0.2% | +4.1% | −3.1% | +1.5% | −5.3% | +3.5% | −11.1% | −2.9% | +5.4% | −4.8% | −4.6% | −0.2pp |
| 2017 | −4.1% | +8.5% | −2.1% | +4.3% | −1.0% | +9.6% | −0.2% | −3.7% | +3.5% | −1.0% | +4.9% | −1.2% | +17.8% | +21.7% | −3.9pp |
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. FGBI 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 36% | 29% | 50% | 50% | 36% | 50% | 64% | 31% | 79% | 50% | 64% | 64% |
| Median | −5.2% | −3.6% | −0.1% | +1.6% | −0.0% | +0.4% | +2.0% | −2.8% | +3.0% | +0.5% | +4.3% | +3.4% |
| Best | +57.0% | +8.5% | +13.9% | +22.1% | +27.0% | +9.6% | +14.9% | +8.8% | +23.0% | +20.1% | +33.1% | +21.0% |
| Worst | −17.3% | −16.9% | −22.8% | −13.3% | −11.9% | −16.2% | −7.1% | −14.1% | −4.6% | −18.2% | −27.0% | −20.5% |
| vs SPY ⓘ | −6.1pp | −3.7pp | −2.4pp | +1.7pp | −2.3pp | −3.1pp | −1.3pp | −4.0pp | +2.7pp | −2.5pp | +1.3pp | +1.5pp |
167 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
