| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FMQQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.9% | −5.6% | −10.2% | +7.0% | −3.8% | +1.7% | +5.9% | — | — | — | — | — | −9.7% | +9.3% | −19.0pp |
| 2025 | +1.8% | −2.6% | +1.2% | +8.1% | +4.4% | +6.8% | −6.2% | +4.6% | +1.2% | −0.8% | −3.1% | −3.9% | +10.8% | +17.7% | −6.9pp |
| 2024 | −0.9% | +5.3% | +3.2% | −0.4% | +1.3% | +1.5% | +0.5% | +7.9% | +0.8% | −1.4% | +1.7% | −6.8% | +12.4% | +24.9% | −12.4pp |
| 2023 | +12.5% | −6.3% | +1.7% | +0.6% | +0.1% | +2.7% | +7.6% | −5.8% | −5.1% | −6.3% | +11.1% | +3.8% | +15.2% | +26.2% | −11.0pp |
| 2022 | −16.9% | −8.2% | −4.7% | −18.0% | −3.5% | −14.3% | +9.1% | −2.5% | −11.5% | −0.9% | +10.8% | −10.0% | −54.0% | −18.2% | −35.9pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | −1.3% | −8.7% | −6.3% | −15.6% | +28.7% | −44.3pp |
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. FMQQ 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 | 4 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 20% | 60% | 60% | 60% | 80% | 80% | 50% | 50% | 0% | 60% | 20% |
| Median | −0.9% | −5.6% | +1.2% | +0.6% | +0.1% | +1.7% | +5.9% | +1.1% | −2.2% | −1.3% | +1.7% | −6.3% |
| Best | +12.5% | +5.3% | +3.2% | +8.1% | +4.4% | +6.8% | +9.1% | +7.9% | +1.2% | −0.8% | +11.1% | +3.8% |
| Worst | −16.9% | −8.2% | −10.2% | −18.0% | −3.8% | −14.3% | −6.2% | −5.8% | −11.5% | −6.3% | −8.7% | −10.0% |
| vs SPY ⓘ | −2.5pp | −3.8pp | −2.0pp | −1.0pp | −3.7pp | −2.0pp | −0.1pp | +2.1pp | −1.7pp | −4.1pp | −3.3pp | −4.2pp |
58 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
