| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FRSH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.0% | −27.5% | +2.7% | +1.6% | +19.0% | +4.2% | +11.3% | — | — | — | — | — | −8.1% | +9.3% | −17.4pp |
| 2025 | +15.0% | −8.3% | −17.3% | +4.7% | +3.4% | −2.4% | −12.9% | +3.7% | −12.6% | −5.7% | +9.4% | +0.9% | −24.2% | +17.7% | −42.0pp |
| 2024 | −5.5% | −7.9% | −10.9% | −2.0% | −27.8% | −1.5% | −1.5% | −6.6% | −1.7% | +1.9% | +36.7% | +1.1% | −31.2% | +24.9% | −56.0pp |
| 2023 | +10.0% | −7.7% | +2.8% | −13.0% | +18.0% | +11.5% | +6.1% | +17.2% | −8.9% | −9.9% | +11.6% | +17.3% | +59.7% | +26.2% | +33.5pp |
| 2022 | −17.2% | −15.8% | −2.2% | +1.4% | −13.3% | −16.6% | −0.3% | +3.8% | −4.7% | +4.8% | +8.8% | −0.5% | −44.0% | −18.2% | −25.8pp |
| 2021 | — | — | — | — | — | — | — | — | +561.9% | +17.7% | −29.9% | −25.4% | +307.1% | +28.7% | +278.4pp |
| 2019 · part | −2.9% | +20.8% | −5.9% | +23.5% | −0.3% | — | — | — | — | — | — | — | +35.8% | +31.2% | +4.6pp |
| 2018 | −5.2% | −6.9% | +2.3% | +4.5% | +9.3% | +0.0% | +0.5% | −0.5% | −6.5% | −10.4% | +12.3% | −9.0% | −11.7% | −4.6% | −7.1pp |
| 2017 | +7.1% | −5.5% | +11.7% | +2.3% | −0.4% | −10.1% | −2.5% | +20.0% | +16.4% | −6.7% | +16.9% | −17.1% | +27.5% | +21.7% | +5.8pp |
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. FRSH 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 30% | 60% | 70% | 50% | 30% | 40% | 56% | 40% | 30% | 70% | 40% |
| Median | −4.1% | −7.3% | +2.5% | +2.0% | +0.3% | −1.9% | −0.9% | +3.7% | −1.2% | −6.3% | +9.1% | −4.1% |
| Best | +15.0% | +20.8% | +35.8% | +23.5% | +19.0% | +20.6% | +11.3% | +20.0% | +561.9% | +17.7% | +36.7% | +17.3% |
| Worst | −17.2% | −27.5% | −17.3% | −13.0% | −40.3% | −16.6% | −14.0% | −23.4% | −12.6% | −13.8% | −29.9% | −25.4% |
| vs SPY ⓘ | −8.9pp | −6.1pp | +1.4pp | +3.0pp | −1.1pp | −6.2pp | −3.9pp | +1.6pp | +3.2pp | −7.9pp | +4.1pp | +0.3pp |
119 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
