| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FPI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.6% | +12.3% | −13.9% | −3.5% | −4.5% | −5.7% | −0.7% | — | — | — | — | — | +0.6% | +7.5% | −6.9pp |
| 2025 | −0.3% | +0.5% | −4.9% | −9.3% | +12.5% | +1.7% | −8.6% | +5.3% | −1.3% | −7.3% | −1.9% | +0.5% | −14.1% | +17.7% | −31.8pp |
| 2024 | −10.1% | +5.2% | −5.4% | −3.1% | +0.9% | +5.6% | −6.9% | −3.6% | +1.5% | +13.4% | +8.5% | +3.1% | +6.8% | +24.9% | −18.1pp |
| 2023 | +3.4% | −16.8% | +0.4% | −2.4% | +8.7% | +8.1% | −5.9% | −3.4% | −7.0% | +1.6% | +18.8% | +2.9% | +4.0% | +26.2% | −22.2pp |
| 2022 | −4.7% | +2.5% | +18.2% | +7.1% | +2.0% | −7.7% | +7.5% | −2.2% | −12.3% | +10.6% | −5.2% | −5.7% | +6.1% | −18.2% | +24.3pp |
| 2021 | +18.5% | +16.0% | −5.8% | +18.9% | −6.8% | −2.7% | +4.6% | −2.8% | −1.7% | −6.3% | +3.1% | +3.5% | +39.7% | +28.7% | +11.0pp |
| 2020 | −4.4% | −8.8% | +3.5% | +8.1% | +5.2% | +0.0% | +0.9% | −3.2% | +0.3% | −3.3% | +23.9% | +9.7% | +32.1% | +18.3% | +13.8pp |
| 2019 | +23.6% | −8.4% | +25.5% | +2.5% | −5.6% | +14.7% | −12.8% | −2.0% | +11.6% | +0.3% | −0.4% | +2.4% | +53.8% | +31.2% | +22.6pp |
| 2018 | −6.1% | −7.7% | +12.7% | −8.7% | +11.7% | +4.9% | −23.4% | +4.7% | −4.4% | +2.2% | −9.5% | −26.0% | −45.1% | −4.6% | −40.6pp |
| 2017 | +1.8% | +0.5% | −1.0% | −2.4% | −10.7% | −6.8% | −0.1% | −0.8% | +3.5% | −7.6% | +7.2% | −1.6% | −17.8% | +21.7% | −39.5pp |
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. FPI 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 ⓘ | 12 | 12 | 12 | 12 | 13 | 13 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 50% | 67% | 50% | 50% | 54% | 69% | 31% | 17% | 42% | 42% | 67% | 58% |
| Median | +0.8% | +1.5% | −0.3% | −0.9% | +0.9% | +1.7% | −5.9% | −2.1% | −1.5% | −2.8% | +5.7% | +1.1% |
| Best | +23.6% | +16.0% | +25.5% | +18.9% | +12.5% | +14.7% | +7.5% | +5.3% | +11.6% | +13.4% | +23.9% | +9.7% |
| Worst | −10.1% | −16.8% | −13.9% | −9.3% | −10.7% | −7.7% | −23.4% | −3.9% | −12.3% | −7.6% | −9.5% | −26.0% |
| vs SPY ⓘ | +0.2pp | −0.3pp | −0.3pp | −2.5pp | +0.4pp | +0.5pp | −8.1pp | −1.1pp | −1.5pp | −2.6pp | +3.2pp | −0.7pp |
147 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
