| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FTEK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.8% | +4.4% | −14.1% | +28.7% | −5.7% | +49.3% | −34.8% | — | — | — | — | — | −7.7% | +9.3% | −17.0pp |
| 2025 | −6.2% | +0.5% | +6.1% | −8.5% | +72.7% | +51.8% | +5.2% | +10.2% | +2.7% | −17.3% | −27.4% | −13.3% | +48.6% | +17.7% | +30.9pp |
| 2024 | +1.9% | +1.9% | +11.0% | +4.1% | −11.1% | −4.5% | −3.7% | −2.9% | +5.0% | −1.9% | +3.9% | −1.9% | +0.0% | +24.9% | −24.9pp |
| 2023 | +23.9% | −15.2% | −4.5% | −2.3% | +8.8% | −2.2% | −4.5% | −14.2% | +8.3% | −13.6% | +3.9% | −0.9% | −17.6% | +26.2% | −43.8pp |
| 2022 | −15.0% | +5.0% | +16.0% | −11.0% | +0.0% | −3.9% | +4.8% | +8.5% | −17.0% | +0.0% | +6.0% | +2.8% | −8.9% | −18.2% | +9.2pp |
| 2021 | +29.6% | −30.0% | −10.8% | −27.4% | −8.3% | +12.4% | −17.4% | −3.6% | −7.0% | +18.4% | −20.4% | −14.6% | −63.9% | +28.7% | −92.6pp |
| 2020 | −13.1% | −3.0% | −49.9% | +25.6% | +47.8% | +13.0% | +4.8% | −9.8% | +6.0% | −15.6% | +519.7% | −11.8% | +308.4% | +18.3% | +290.1pp |
| 2019 | +4.6% | −1.2% | +35.8% | +57.5% | −42.6% | −7.3% | −23.6% | −17.7% | +12.0% | +3.4% | −3.4% | −3.5% | −20.2% | +31.2% | −51.4pp |
| 2018 | +1.8% | −4.4% | +10.1% | +6.7% | −10.2% | −6.1% | −9.3% | +20.4% | +10.2% | −7.7% | +0.8% | −1.7% | +6.2% | −4.6% | +10.8pp |
| 2017 | +11.3% | −13.3% | −8.1% | −14.7% | +1.1% | −10.2% | +8.8% | +5.0% | +13.0% | −10.8% | +4.4% | +17.9% | −2.6% | +21.7% | −24.3pp |
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. FTEK 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 ⓘ | 43% | 43% | 52% | 43% | 29% | 38% | 38% | 48% | 57% | 38% | 57% | 38% |
| Median | −5.5% | −3.0% | +2.1% | −1.1% | −5.7% | −2.2% | −4.1% | −1.0% | +2.7% | −2.2% | +3.9% | −1.7% |
| Best | +29.6% | +22.9% | +39.9% | +57.5% | +72.7% | +51.8% | +8.8% | +41.5% | +27.6% | +33.9% | +519.7% | +32.8% |
| Worst | −17.5% | −30.0% | −49.9% | −27.4% | −42.6% | −30.7% | −34.8% | −17.7% | −24.1% | −35.0% | −27.4% | −14.6% |
| vs SPY ⓘ | −3.4pp | −3.3pp | +3.0pp | −2.3pp | −7.4pp | −0.5pp | −6.6pp | −0.9pp | +4.8pp | −2.7pp | −2.1pp | −4.3pp |
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.
