| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FSI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.2% | −7.3% | +0.9% | +14.8% | +7.3% | +0.2% | −23.9% | — | — | — | — | — | −24.6% | +7.5% | −32.1pp |
| 2025 | +68.4% | −6.5% | −11.2% | −25.3% | +19.7% | +10.0% | +9.9% | +111.0% | −14.3% | −6.0% | −24.7% | −1.4% | +90.6% | +17.7% | +72.9pp |
| 2024 | −2.1% | +8.6% | −7.4% | +19.0% | +0.9% | −18.6% | +15.4% | +69.3% | +6.6% | +9.7% | +3.8% | −13.0% | +98.5% | +24.9% | +73.6pp |
| 2023 | +2.9% | −1.9% | −0.3% | −1.2% | −3.6% | −8.6% | +7.1% | −7.3% | +2.6% | −26.8% | −23.6% | +25.7% | −37.3% | +26.2% | −63.5pp |
| 2022 | −12.1% | +0.9% | +18.0% | −31.0% | −14.2% | +1.7% | −4.7% | −6.6% | −24.3% | +94.5% | −0.9% | −2.5% | −20.3% | −18.2% | −2.1pp |
| 2021 | +32.5% | +17.6% | +4.1% | −17.1% | −3.3% | +20.7% | +5.4% | −12.9% | +0.3% | +1.7% | −2.7% | +9.3% | +56.2% | +28.7% | +27.5pp |
| 2020 | −14.4% | −9.5% | −41.2% | +36.8% | +3.9% | +22.8% | +15.2% | +18.1% | −26.5% | +38.7% | −13.4% | +1.6% | −3.1% | +18.3% | −21.4pp |
| 2019 | +21.1% | +22.9% | +17.8% | +32.3% | +17.3% | +30.3% | −29.3% | −21.0% | −3.3% | +18.1% | −12.6% | +5.5% | +108.7% | +31.2% | +77.5pp |
| 2018 | −12.6% | +6.9% | −5.9% | −11.4% | +15.0% | +3.7% | −7.7% | +3.2% | −8.7% | +3.4% | −1.3% | −10.0% | −25.8% | −4.6% | −21.3pp |
| 2017 | +9.0% | +2.8% | −1.3% | +6.1% | +30.1% | −8.5% | +5.0% | −8.2% | −3.9% | +9.9% | −4.8% | +1.1% | +36.9% | +21.7% | +15.2pp |
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. FSI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 43% | 48% | 48% | 52% | 48% | 57% | 38% | 33% | 48% | 24% | 43% |
| Median | +2.9% | −1.9% | +0.0% | −1.2% | +0.9% | −2.2% | +5.4% | −6.6% | −4.7% | −4.8% | −4.8% | −1.4% |
| Best | +68.4% | +22.9% | +28.0% | +45.1% | +58.5% | +30.3% | +65.5% | +111.0% | +15.0% | +94.5% | +41.7% | +94.1% |
| Worst | −22.6% | −10.9% | −41.2% | −34.4% | −33.2% | −18.6% | −46.3% | −21.0% | −33.5% | −26.8% | −24.7% | −20.0% |
| vs SPY ⓘ | −0.6pp | +0.4pp | −1.3pp | −2.8pp | −0.9pp | −0.9pp | +2.9pp | −2.6pp | −5.3pp | −2.8pp | −7.8pp | −1.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
