| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FUN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.4% | −5.4% | +4.2% | +5.8% | +11.9% | +1.4% | −16.9% | — | — | — | — | — | +15.4% | +9.3% | +6.0pp |
| 2025 | −8.5% | −0.3% | −18.9% | −3.5% | −2.5% | −9.3% | −1.5% | −24.3% | +0.1% | +1.1% | −33.9% | +1.1% | −68.2% | +17.7% | −85.9pp |
| 2024 | +2.4% | +0.0% | +3.5% | −7.7% | +12.3% | +29.7% | −12.4% | −8.1% | −7.9% | −2.2% | +17.2% | +4.3% | +26.4% | +24.9% | +1.5pp |
| 2023 | +1.5% | +9.5% | +0.1% | −4.3% | +2.1% | −9.8% | −2.6% | +2.8% | −6.9% | −4.1% | +10.5% | +2.3% | −1.0% | +26.2% | −27.1pp |
| 2022 | −0.7% | +15.4% | −4.5% | −2.5% | −9.9% | −8.8% | −3.9% | −0.0% | −1.8% | +0.1% | +1.9% | −0.8% | −16.2% | −18.2% | +1.9pp |
| 2021 | +1.9% | +22.6% | +1.0% | −0.7% | −8.2% | −1.0% | −6.3% | +5.2% | +5.0% | +0.2% | +0.9% | +6.7% | +27.2% | +28.7% | −1.5pp |
| 2020 | −2.3% | −15.6% | −59.0% | +57.3% | +10.3% | −13.5% | −13.3% | +24.0% | −5.0% | −7.3% | +46.2% | +3.4% | −27.5% | +18.3% | −45.8pp |
| 2019 | +16.9% | −4.2% | +1.1% | +2.6% | −5.3% | −4.9% | +5.8% | +10.9% | +6.0% | −4.4% | +0.1% | +1.0% | +25.6% | +31.2% | −5.6pp |
| 2018 | +4.3% | −1.5% | −3.1% | +6.0% | −1.9% | −3.9% | −9.3% | −7.0% | −0.3% | −1.6% | +6.7% | −12.1% | −22.7% | −4.6% | −18.1pp |
| 2017 | −2.6% | +9.5% | +0.3% | +5.7% | −0.9% | +2.8% | −3.7% | −0.1% | −6.4% | −2.4% | +8.4% | −3.0% | +6.5% | +21.7% | −15.3pp |
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. FUN 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 ⓘ | 71% | 67% | 62% | 57% | 52% | 33% | 38% | 43% | 29% | 48% | 76% | 67% |
| Median | +2.4% | +3.0% | +0.6% | +1.9% | +0.3% | −2.8% | −1.5% | −0.1% | −1.8% | −0.0% | +2.9% | +1.0% |
| Best | +20.5% | +22.6% | +21.0% | +57.3% | +12.3% | +29.7% | +9.6% | +24.0% | +15.6% | +7.1% | +46.2% | +38.3% |
| Worst | −14.4% | −25.1% | −59.0% | −7.7% | −13.9% | −18.9% | −16.9% | −24.3% | −7.9% | −10.7% | −33.9% | −12.1% |
| vs SPY ⓘ | +3.0pp | +2.4pp | −0.8pp | −2.5pp | −1.6pp | −1.8pp | −3.4pp | +0.6pp | −0.9pp | −1.9pp | +1.8pp | −1.1pp |
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.
