| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FHN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | −2.9% | −3.6% | +9.7% | −2.9% | +6.5% | +0.5% | — | — | — | — | — | +9.4% | +7.5% | +1.9pp |
| 2025 | +8.7% | −1.6% | −9.1% | −6.9% | +10.0% | +7.5% | +2.9% | +3.6% | +0.7% | −5.5% | +4.6% | +7.7% | +22.1% | +17.7% | +4.4pp |
| 2024 | +0.6% | −1.0% | +10.3% | −3.1% | +6.2% | +0.6% | +6.1% | −0.8% | −5.5% | +11.6% | +21.9% | −4.0% | +47.7% | +24.9% | +22.8pp |
| 2023 | +0.9% | +0.2% | −27.5% | −1.3% | −41.3% | +10.8% | +20.9% | −7.9% | −11.0% | −2.5% | +19.0% | +11.9% | −39.4% | +26.2% | −65.6pp |
| 2022 | +4.8% | +37.2% | +0.7% | −4.7% | +2.0% | −3.6% | +2.3% | +1.2% | +1.9% | +7.0% | +1.4% | −0.8% | +53.9% | −18.2% | +72.1pp |
| 2021 | +8.9% | +16.6% | +5.3% | +8.2% | +4.3% | −8.7% | −10.6% | +6.1% | +0.4% | +4.2% | −4.9% | +2.2% | +32.6% | +28.7% | +3.9pp |
| 2020 | −3.4% | −16.7% | −38.6% | +12.7% | +3.0% | +8.0% | −6.9% | +3.0% | +0.3% | +10.4% | +17.4% | +5.6% | −18.4% | +18.3% | −36.8pp |
| 2019 | +11.6% | +6.5% | −9.7% | +7.9% | −11.1% | +12.4% | +9.8% | −3.5% | +3.2% | −1.4% | +0.7% | +3.9% | +30.5% | +31.2% | −0.7pp |
| 2018 | −0.7% | −4.1% | −0.6% | −2.8% | +1.3% | −3.2% | +0.3% | +3.0% | −5.7% | −6.5% | +2.2% | −19.5% | −32.4% | −4.6% | −27.8pp |
| 2017 | −0.0% | −0.3% | −6.8% | −0.8% | −7.7% | +3.4% | +0.1% | −1.3% | +11.9% | −2.0% | +3.8% | +3.1% | +1.9% | +21.7% | −19.8pp |
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. FHN 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 ⓘ | 57% | 48% | 52% | 38% | 52% | 52% | 71% | 48% | 48% | 48% | 76% | 62% |
| Median | +0.9% | −0.3% | +0.4% | −1.3% | +1.3% | +0.6% | +1.1% | −0.8% | −0.2% | +0.0% | +2.2% | +3.9% |
| Best | +19.3% | +37.2% | +17.1% | +12.7% | +10.4% | +12.4% | +26.5% | +19.5% | +13.2% | +25.4% | +23.8% | +23.1% |
| Worst | −12.3% | −25.0% | −38.6% | −22.9% | −41.3% | −20.8% | −18.7% | −21.7% | −15.2% | −11.6% | −15.3% | −19.5% |
| vs SPY ⓘ | −1.0pp | −0.3pp | +0.8pp | −1.8pp | −1.6pp | −0.6pp | −0.6pp | −1.8pp | −0.7pp | −1.1pp | +0.7pp | +1.9pp |
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.
