| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FOXA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.4% | −22.6% | +4.2% | +8.7% | +0.7% | −18.4% | +13.0% | — | — | — | — | — | −18.9% | +7.5% | −26.5pp |
| 2025 | +5.4% | +12.5% | −1.3% | −12.0% | +10.3% | +2.0% | −0.5% | +7.1% | +6.1% | +2.5% | +1.3% | +11.6% | +51.8% | +17.7% | +34.1pp |
| 2024 | +8.9% | −7.8% | +5.9% | −0.8% | +11.0% | −0.2% | +10.7% | +8.8% | +3.0% | −0.8% | +12.2% | +3.1% | +66.3% | +24.9% | +41.4pp |
| 2023 | +11.8% | +3.9% | −2.8% | −2.3% | −6.2% | +9.0% | −1.6% | −0.4% | −5.6% | −2.6% | −2.8% | +0.4% | −0.8% | +26.2% | −27.0pp |
| 2022 | +10.1% | +3.0% | −5.1% | −9.2% | −0.9% | −9.4% | +3.0% | +4.0% | −10.2% | −5.9% | +12.4% | −6.4% | −16.6% | −18.2% | +1.6pp |
| 2021 | +7.1% | +6.8% | +9.0% | +3.6% | −0.2% | −0.6% | −4.0% | +5.7% | +7.1% | −0.9% | −10.1% | +3.3% | +28.2% | +28.7% | −0.5pp |
| 2020 | +0.0% | −17.1% | −22.6% | +9.5% | +12.8% | −8.1% | −3.9% | +8.1% | +0.7% | −4.7% | +8.7% | +1.0% | −20.2% | +18.3% | −38.6pp |
| 2019 · part | — | — | — | +6.2% | −9.1% | +4.0% | +1.9% | −11.1% | −4.3% | +1.6% | +11.6% | +3.7% | +2.3% | +31.2% | −28.9pp |
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. FOXA 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 ⓘ | 7 | 7 | 7 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 86% | 57% | 43% | 50% | 50% | 38% | 50% | 71% | 57% | 29% | 71% | 86% |
| Median | +7.1% | +3.0% | −1.3% | +1.4% | +0.2% | −0.4% | +0.7% | +5.7% | +0.7% | −0.9% | +8.7% | +3.1% |
| Best | +11.8% | +12.5% | +9.0% | +9.5% | +12.8% | +9.0% | +13.0% | +8.8% | +7.1% | +2.5% | +12.4% | +11.6% |
| Worst | −0.4% | −22.6% | −22.6% | −12.0% | −9.1% | −18.4% | −4.0% | −11.1% | −10.2% | −5.9% | −10.1% | −6.4% |
| vs SPY ⓘ | +5.5pp | +4.1pp | +2.6pp | −1.7pp | −1.0pp | −3.0pp | −3.8pp | +2.7pp | +0.9pp | −0.6pp | +1.1pp | −0.6pp |
88 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
