| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GAIA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.6% | +0.0% | −18.3% | +13.0% | −25.2% | −10.3% | −11.9% | — | — | — | — | — | −49.0% | +9.3% | −58.4pp |
| 2025 | +25.2% | −16.2% | −18.3% | +36.1% | −2.1% | −14.4% | −4.3% | +35.2% | +4.2% | −15.7% | −22.8% | −5.7% | −19.2% | +17.7% | −36.9pp |
| 2024 | +7.4% | −1.0% | +7.3% | +24.4% | +22.5% | −6.0% | +11.8% | −3.4% | +2.3% | +9.4% | +15.0% | −26.8% | +66.3% | +24.9% | +41.4pp |
| 2023 | +53.4% | −10.4% | −15.0% | +9.4% | −17.8% | −7.6% | +1.7% | +4.7% | +10.6% | −0.7% | −1.1% | +1.1% | +13.4% | +26.2% | −12.7pp |
| 2022 | −14.4% | −7.5% | −27.5% | +0.4% | +5.3% | −18.3% | −6.6% | −16.9% | −26.4% | −3.7% | +10.7% | −8.1% | −72.2% | −18.2% | −54.1pp |
| 2021 | −7.5% | +4.2% | +24.9% | −11.4% | +10.2% | −5.3% | +8.4% | −18.0% | −3.0% | +2.3% | −12.1% | +0.5% | −13.3% | +28.7% | −42.0pp |
| 2020 | +5.9% | −0.4% | +5.3% | +2.4% | −13.9% | +7.0% | +9.5% | +27.5% | −16.0% | +3.2% | −1.7% | −0.9% | +23.7% | +18.3% | +5.3pp |
| 2019 | +13.5% | −5.4% | −17.7% | +15.6% | −29.8% | +2.0% | −23.7% | +15.4% | −2.0% | +6.0% | +20.8% | −4.5% | −22.9% | +31.2% | −54.1pp |
| 2018 | −3.6% | +7.5% | +20.6% | −2.3% | +25.4% | +6.6% | −10.1% | −3.8% | −12.0% | −5.1% | −10.7% | −20.6% | −16.5% | −4.6% | −11.9pp |
| 2017 | +0.6% | −1.7% | +16.4% | +10.1% | −0.5% | +2.8% | +7.6% | −7.5% | +7.6% | +1.2% | +4.9% | −2.7% | +43.4% | +21.7% | +21.6pp |
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. GAIA 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 ⓘ | 52% | 38% | 67% | 71% | 38% | 38% | 43% | 48% | 52% | 62% | 48% | 48% |
| Median | +0.6% | −1.0% | +9.9% | +3.6% | −2.1% | −2.3% | −3.8% | −2.9% | +0.2% | +2.3% | −1.1% | −0.9% |
| Best | +53.4% | +15.7% | +24.9% | +77.4% | +25.4% | +13.1% | +11.8% | +35.2% | +25.1% | +25.1% | +28.2% | +26.0% |
| Worst | −22.7% | −16.2% | −27.5% | −11.4% | −29.8% | −23.4% | −23.7% | −18.0% | −26.4% | −22.6% | −37.3% | −26.8% |
| vs SPY ⓘ | −1.6pp | −3.7pp | +6.7pp | +2.6pp | −2.9pp | −4.5pp | −6.6pp | −3.1pp | +0.2pp | +1.7pp | −2.3pp | −3.4pp |
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.
