| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.7% | +1.7% | −3.9% | +0.8% | +0.7% | +2.1% | +8.0% | — | — | — | — | — | +14.7% | +7.5% | +7.1pp |
| 2025 | −2.0% | −1.7% | +7.9% | +0.4% | +2.3% | +4.7% | +7.4% | +4.2% | +5.1% | +1.6% | −0.9% | −1.5% | +30.4% | +17.7% | +12.7pp |
| 2024 | +2.6% | +3.1% | +3.4% | +2.1% | +4.4% | −3.2% | +3.5% | +0.2% | +0.9% | −3.0% | −2.6% | −7.2% | +3.5% | +24.9% | −21.4pp |
| 2023 | −5.6% | −2.2% | +0.1% | −3.8% | −6.5% | +5.4% | +4.6% | +1.4% | −2.5% | +9.9% | +2.3% | +5.1% | +7.1% | +26.2% | −19.1pp |
| 2022 | +2.3% | +10.5% | +2.9% | −1.4% | −4.9% | −1.1% | +2.4% | +1.0% | −7.3% | +18.4% | +1.0% | −1.7% | +21.7% | −18.2% | +39.9pp |
| 2021 | −0.7% | +11.4% | +11.1% | +5.5% | −0.2% | −0.9% | +4.8% | +2.2% | −2.1% | +4.0% | −6.8% | +10.3% | +43.8% | +28.7% | +15.0pp |
| 2020 | +0.0% | −9.0% | −17.1% | −0.5% | +12.4% | +1.8% | −1.1% | +1.8% | −7.3% | −4.4% | +13.7% | −0.4% | −13.1% | +18.3% | −31.5pp |
| 2019 | +9.5% | −0.6% | −0.6% | +6.2% | −10.0% | +13.1% | +2.8% | +2.9% | −4.5% | −2.7% | +2.8% | −3.0% | +14.8% | +31.2% | −16.4pp |
| 2018 | +9.8% | −0.0% | −0.7% | −8.5% | +0.2% | −7.6% | +7.7% | −3.2% | +5.9% | −15.3% | +7.1% | −15.0% | −21.3% | −4.6% | −16.8pp |
| 2017 | +5.3% | +4.8% | −1.4% | +4.0% | +4.9% | −2.5% | −0.5% | +2.6% | +2.1% | −0.9% | +2.1% | −1.8% | +19.9% | +21.7% | −1.9pp |
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. GD 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 59% | 56% | 70% | 74% | 56% | 74% | 62% | 62% | 50% | 62% | 42% |
| Median | +0.8% | +1.5% | +0.1% | +2.9% | +1.9% | +1.0% | +4.4% | +1.2% | +2.0% | +0.0% | +2.2% | −0.5% |
| Best | +12.9% | +11.4% | +15.0% | +25.3% | +12.4% | +13.1% | +9.9% | +11.5% | +12.4% | +18.4% | +16.3% | +11.8% |
| Worst | −16.3% | −22.8% | −17.1% | −8.5% | −11.1% | −13.1% | −23.7% | −8.8% | −20.2% | −17.6% | −14.3% | −15.0% |
| vs SPY ⓘ | +1.3pp | +0.3pp | −0.6pp | +1.7pp | −0.0pp | −0.3pp | +2.3pp | +1.1pp | +2.1pp | −0.7pp | −1.1pp | −0.3pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
