| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FLKR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +25.0% | +22.5% | −18.7% | +30.5% | +27.3% | +0.2% | −20.3% | — | — | — | — | — | +65.1% | +7.5% | +57.6pp |
| 2025 | +6.5% | +0.8% | −1.8% | +4.6% | +8.0% | +18.3% | +1.1% | −0.8% | +10.0% | +20.0% | −6.5% | +10.0% | +91.9% | +17.7% | +74.2pp |
| 2024 | −8.9% | +8.1% | +4.6% | −6.3% | −1.0% | +6.4% | +0.3% | −1.1% | −2.3% | −6.8% | −3.0% | −8.8% | −18.8% | +24.9% | −43.7pp |
| 2023 | +12.2% | −7.4% | +3.8% | −0.5% | +3.8% | +0.6% | +6.8% | −7.4% | −5.1% | −7.6% | +15.0% | +6.7% | +19.2% | +26.2% | −7.0pp |
| 2022 | −7.8% | +0.5% | −1.3% | −6.6% | +1.4% | −14.1% | +4.1% | −4.3% | −18.7% | +9.1% | +16.7% | −5.4% | −27.5% | −18.2% | −9.3pp |
| 2021 | +2.2% | +0.2% | +1.7% | +1.2% | +2.0% | +1.8% | −5.0% | −2.3% | −6.8% | −1.5% | −5.2% | +4.6% | −7.5% | +28.7% | −36.3pp |
| 2020 | −8.3% | −5.0% | −12.4% | +8.7% | +5.0% | +7.1% | +5.8% | +5.6% | +2.4% | −0.6% | +18.4% | +13.6% | +42.6% | +18.3% | +24.3pp |
| 2019 | +10.2% | −2.3% | −4.0% | +0.8% | −9.6% | +7.4% | −6.2% | −3.6% | +5.5% | +4.0% | −0.3% | +8.8% | +8.9% | +31.2% | −22.3pp |
| 2018 | +3.8% | −6.9% | +3.8% | −0.5% | −5.2% | −5.6% | −0.6% | −0.3% | +1.2% | −14.5% | +3.9% | −1.1% | −21.3% | −4.6% | −16.7pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | — | +2.8% | +2.8% | +21.7% | −18.9pp |
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. FLKR 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 9 |
| Positive ⓘ | 67% | 56% | 44% | 56% | 67% | 78% | 56% | 13% | 50% | 38% | 50% | 67% |
| Median | +3.8% | +0.2% | −1.3% | +0.8% | +2.0% | +1.8% | +0.3% | −1.7% | −0.5% | −1.1% | +1.8% | +4.6% |
| Best | +25.0% | +22.5% | +4.6% | +30.5% | +27.3% | +18.3% | +6.8% | +5.6% | +10.0% | +20.0% | +18.4% | +13.6% |
| Worst | −8.9% | −7.4% | −18.7% | −6.6% | −9.6% | −14.1% | −20.3% | −7.4% | −18.7% | −14.5% | −6.5% | −8.8% |
| vs SPY ⓘ | +2.2pp | +2.0pp | +0.1pp | −2.1pp | +1.2pp | +0.4pp | −4.4pp | −3.1pp | +0.1pp | −2.3pp | −0.9pp | +2.2pp |
104 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
