| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FTDR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +16.0% | −22.9% | +29.8% | −9.6% | +25.0% | −5.2% | — | — | — | — | — | +27.4% | +9.3% | +18.1pp |
| 2025 | +9.5% | −24.0% | −15.5% | +7.0% | +33.8% | +7.1% | −0.7% | +3.8% | +10.8% | −1.3% | −18.8% | +7.0% | +5.5% | +17.7% | −12.2pp |
| 2024 | −7.0% | −4.3% | +3.9% | −5.8% | +15.2% | −4.5% | +16.8% | +21.8% | −0.2% | +3.5% | +17.9% | −6.7% | +55.2% | +24.9% | +30.3pp |
| 2023 | +30.7% | +3.9% | −1.3% | −1.9% | +12.7% | +3.5% | +9.5% | −6.0% | −6.8% | −5.4% | +18.7% | +2.6% | +69.3% | +26.2% | +43.2pp |
| 2022 | −1.0% | −17.2% | −0.7% | +3.6% | −20.0% | −2.7% | +11.2% | −12.3% | −13.2% | +8.2% | +5.9% | −11.0% | −43.2% | −18.2% | −25.1pp |
| 2021 | +9.6% | −4.9% | +2.6% | −0.4% | +0.3% | −7.2% | −1.8% | −10.9% | −3.9% | −11.0% | −7.3% | +6.0% | −27.0% | +28.7% | −55.7pp |
| 2020 | −10.2% | −0.4% | −18.0% | +11.3% | +17.9% | −2.9% | −5.3% | +3.8% | −10.7% | +1.8% | +19.5% | +6.1% | +5.9% | +18.3% | −12.4pp |
| 2019 | +11.7% | +7.7% | +7.6% | +2.4% | +14.1% | +8.3% | +4.8% | +12.5% | −5.4% | −0.7% | −6.2% | +4.8% | +78.2% | +31.2% | +47.0pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | — | −31.6% | +14.3% | −21.9% | −4.6% | −17.3pp |
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. FTDR 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 8 | 8 |
| Positive ⓘ | 63% | 38% | 38% | 63% | 75% | 50% | 50% | 57% | 14% | 43% | 50% | 75% |
| Median | +6.0% | −2.3% | −1.0% | +3.0% | +13.4% | +0.4% | +2.0% | +3.8% | −5.4% | −0.7% | −0.1% | +5.4% |
| Best | +30.7% | +16.0% | +7.6% | +29.8% | +33.8% | +25.0% | +16.8% | +21.8% | +10.8% | +8.2% | +19.5% | +14.3% |
| Worst | −10.2% | −24.0% | −22.9% | −5.8% | −20.0% | −7.2% | −5.3% | −12.3% | −13.2% | −11.0% | −31.6% | −11.0% |
| vs SPY ⓘ | +4.0pp | −1.6pp | −4.7pp | −1.6pp | +11.2pp | −0.8pp | −0.5pp | −3.2pp | −2.3pp | −2.9pp | −3.1pp | +1.6pp |
93 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
