| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FNDB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.4% | +2.4% | −3.8% | +8.2% | +2.7% | +1.1% | +1.1% | — | — | — | — | — | +16.8% | +7.5% | +9.3pp |
| 2025 | +3.8% | −0.3% | −4.0% | −3.0% | +3.6% | +4.2% | +0.8% | +4.4% | +2.5% | +0.8% | +2.4% | +0.5% | +16.2% | +17.7% | −1.5pp |
| 2024 | +0.3% | +3.6% | +4.9% | −4.7% | +3.9% | +0.5% | +4.2% | +1.8% | +1.6% | −1.1% | +6.5% | −5.4% | +16.3% | +24.9% | −8.6pp |
| 2023 | +6.4% | −2.9% | +0.0% | +1.2% | −2.6% | +7.0% | +3.9% | −2.4% | −3.8% | −2.7% | +8.2% | +5.9% | +18.4% | +26.2% | −7.8pp |
| 2022 | −1.8% | −1.2% | +2.9% | −5.8% | +2.3% | −9.3% | +7.2% | −2.7% | −9.6% | +11.7% | +5.9% | −5.1% | −7.5% | −18.2% | +10.6pp |
| 2021 | +2.7% | +4.7% | +6.6% | +3.8% | +3.0% | −0.4% | −0.0% | +2.4% | −3.3% | +5.2% | −2.2% | +5.9% | +31.6% | +28.7% | +2.8pp |
| 2020 | −2.4% | −9.1% | −17.3% | +12.4% | +4.4% | +1.2% | +3.9% | +5.8% | −3.6% | −1.8% | +15.3% | +4.5% | +9.4% | +18.3% | −8.9pp |
| 2019 | +9.0% | +3.0% | +0.6% | +3.7% | −7.2% | +7.5% | +1.5% | −3.3% | +3.5% | +1.8% | +3.7% | +2.7% | +28.9% | +31.2% | −2.3pp |
| 2018 | +4.4% | −4.9% | −1.7% | +1.1% | +1.9% | +0.7% | +3.2% | +2.3% | +0.6% | −6.2% | +1.2% | −10.2% | −8.2% | −4.6% | −3.6pp |
| 2017 | +1.0% | +3.0% | −0.3% | +0.1% | −0.1% | +1.1% | +1.8% | −0.9% | +3.6% | +1.2% | +3.6% | +1.9% | +16.9% | +21.7% | −4.8pp |
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. FNDB 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 62% | 62% | 54% | 77% | 77% | 77% | 85% | 58% | 54% | 62% | 92% | 69% |
| Median | +1.0% | +2.4% | +0.0% | +1.1% | +1.9% | +1.1% | +1.8% | +0.9% | +0.1% | +1.2% | +3.6% | +1.9% |
| Best | +9.0% | +5.5% | +7.5% | +12.4% | +4.4% | +7.5% | +7.2% | +5.8% | +3.6% | +11.7% | +15.3% | +5.9% |
| Worst | −5.2% | −9.1% | −17.3% | −5.8% | −7.2% | −9.3% | −1.6% | −5.7% | −9.6% | −6.2% | −2.2% | −10.2% |
| vs SPY ⓘ | −0.2pp | −0.3pp | +0.7pp | −0.4pp | −0.9pp | −0.0pp | −0.4pp | −0.6pp | +0.0pp | −0.3pp | +0.1pp | +0.4pp |
155 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
