| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FITB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.3% | −1.5% | −5.2% | +9.3% | −1.6% | +13.7% | +0.4% | — | — | — | — | — | +22.8% | +7.5% | +15.3pp |
| 2025 | +4.8% | −1.9% | −8.9% | −8.3% | +6.3% | +8.7% | +1.1% | +10.1% | −1.8% | −6.6% | +4.4% | +8.6% | +14.8% | +17.7% | −2.9pp |
| 2024 | −0.7% | +0.3% | +9.4% | −2.0% | +2.6% | −1.5% | +16.0% | +0.8% | +1.2% | +2.0% | +10.0% | −11.3% | +27.2% | +24.9% | +2.3pp |
| 2023 | +10.6% | +0.0% | −25.7% | −1.7% | −7.4% | +9.4% | +11.0% | −8.8% | −3.2% | −6.4% | +22.1% | +20.3% | +10.4% | +26.2% | −15.8pp |
| 2022 | +2.5% | +7.2% | −9.4% | −12.8% | +5.1% | −14.0% | +1.5% | +0.1% | −5.5% | +11.7% | +1.9% | −8.8% | −21.9% | −18.2% | −3.8pp |
| 2021 | +4.9% | +19.9% | +8.7% | +8.3% | +3.9% | −8.6% | −5.1% | +7.1% | +10.0% | +2.6% | −3.2% | +4.0% | +62.5% | +28.7% | +33.7pp |
| 2020 | −7.4% | −14.2% | −38.2% | +25.9% | +3.7% | +0.9% | +3.0% | +4.0% | +3.2% | +10.3% | +9.1% | +9.9% | −5.4% | +18.3% | −23.8pp |
| 2019 | +14.0% | +2.8% | −7.7% | +14.3% | −8.0% | +6.2% | +6.4% | −10.9% | +4.4% | +6.2% | +3.8% | +2.6% | +35.2% | +31.2% | +4.0pp |
| 2018 | +9.1% | −0.2% | −3.4% | +4.5% | −7.8% | −5.6% | +3.1% | −0.5% | −4.5% | −3.3% | +3.5% | −15.0% | −20.3% | −4.6% | −15.7pp |
| 2017 | −3.2% | +5.1% | −6.9% | −3.8% | −2.8% | +10.0% | +2.9% | −2.1% | +7.7% | +3.3% | +5.6% | −0.0% | +15.0% | +21.7% | −6.7pp |
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. FITB 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% | 52% | 43% | 67% | 52% | 48% | 81% | 48% | 38% | 62% | 76% | 57% |
| Median | +2.2% | +0.0% | −2.9% | +4.4% | +0.4% | −0.2% | +3.1% | −0.4% | −1.8% | +2.6% | +3.5% | +2.6% |
| Best | +27.6% | +19.9% | +39.0% | +40.4% | +68.3% | +13.7% | +37.2% | +15.2% | +10.0% | +18.9% | +22.1% | +22.9% |
| Worst | −71.1% | −15.5% | −38.2% | −12.8% | −12.8% | −44.8% | −7.2% | −16.0% | −23.9% | −11.7% | −11.9% | −15.0% |
| vs SPY ⓘ | +2.1pp | −0.6pp | −0.4pp | +1.9pp | −1.0pp | −0.7pp | +1.2pp | −1.9pp | +0.1pp | +0.9pp | +0.2pp | −0.3pp |
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.
