No volume data stored for FTSIX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FTSIX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.3% | +5.0% | −3.9% | +6.7% | +0.5% | +5.6% | +0.3% | — | — | — | — | — | +20.6% | +7.5% | +13.0pp |
| 2025 | +2.0% | −3.2% | −3.6% | −4.1% | +3.4% | −0.1% | +4.6% | +5.8% | −0.8% | −1.8% | +3.2% | +1.0% | +6.0% | +17.7% | −11.7pp |
| 2024 | −1.7% | +4.9% | +5.0% | −5.0% | +4.7% | −0.9% | +7.3% | −0.8% | +1.2% | −1.3% | +6.2% | −7.3% | +11.9% | +24.9% | −13.0pp |
| 2023 | +10.8% | −0.5% | −2.7% | −1.4% | −4.6% | +9.4% | +5.2% | −3.2% | −5.3% | −5.0% | +8.9% | +7.5% | +18.5% | +26.2% | −7.7pp |
| 2022 | −6.7% | +1.3% | −3.9% | −6.6% | +2.3% | −9.8% | +10.5% | −6.0% | −9.0% | +9.3% | +6.4% | −4.3% | −17.6% | −18.2% | +0.5pp |
| 2021 | +0.2% | +10.8% | +5.3% | +3.5% | +0.4% | −0.4% | +0.1% | +1.2% | −3.0% | +5.8% | −5.1% | +4.9% | +25.3% | +28.7% | −3.4pp |
| 2020 | −3.2% | −9.2% | −21.7% | +14.3% | +7.1% | +3.8% | +4.5% | +2.2% | −0.9% | +4.1% | +16.1% | +6.1% | +18.8% | +18.3% | +0.4pp |
| 2019 | +8.8% | +4.1% | −0.3% | +4.7% | −9.3% | +8.5% | +1.6% | −3.9% | +2.7% | +2.5% | +3.1% | +0.7% | +24.0% | +31.2% | −7.2pp |
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. FTSIX 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.
