| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FWRD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.5% | −9.3% | −33.9% | +26.0% | −49.8% | +27.7% | +8.0% | — | — | — | — | — | −41.6% | +7.5% | −49.2pp |
| 2025 | +0.0% | −30.3% | −10.6% | −26.7% | +14.0% | +46.2% | +23.8% | −1.2% | −14.6% | −26.6% | +22.1% | +8.8% | −22.5% | +17.7% | −40.2pp |
| 2024 | −29.5% | −16.2% | −16.2% | −29.2% | −23.7% | +13.3% | +33.2% | +25.3% | +11.4% | −0.2% | +3.8% | −12.1% | −48.7% | +24.9% | −73.6pp |
| 2023 | +2.8% | −4.3% | +4.7% | −2.1% | −7.6% | +9.1% | +12.0% | −40.2% | −2.9% | −6.3% | −1.0% | −1.0% | −39.3% | +26.2% | −65.5pp |
| 2022 | −12.2% | −2.9% | −5.0% | −0.8% | −3.6% | −1.3% | +14.1% | −7.3% | −7.0% | +17.3% | +6.4% | −6.7% | −12.6% | −18.2% | +5.6pp |
| 2021 | −6.7% | +19.9% | +3.8% | −0.6% | +10.0% | −7.4% | −1.5% | −0.1% | −5.8% | +21.1% | −1.6% | +22.6% | +59.4% | +28.7% | +30.7pp |
| 2020 | −6.4% | −9.8% | −13.9% | +1.9% | −3.3% | +0.3% | +4.4% | +13.8% | −2.7% | +9.7% | +16.4% | +5.2% | +11.3% | +18.3% | −7.1pp |
| 2019 | +6.7% | +10.5% | +0.4% | −2.2% | −11.6% | +5.9% | +6.5% | −0.8% | +2.3% | +8.6% | +1.5% | −0.1% | +29.0% | +31.2% | −2.2pp |
| 2018 | +5.7% | −11.1% | −1.8% | +2.1% | +10.2% | −0.4% | +8.2% | +0.8% | +11.6% | −16.3% | +9.1% | −16.0% | −3.5% | −4.6% | +1.1pp |
| 2017 | +1.7% | +2.8% | −3.7% | +11.8% | −1.7% | +2.2% | −2.7% | +0.6% | +10.1% | +0.4% | −0.7% | +0.9% | +22.7% | +21.7% | +1.0pp |
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. FWRD 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.
