| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GDS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.1% | −7.6% | −2.5% | +4.9% | −16.2% | −15.3% | +6.5% | — | — | — | — | — | −8.4% | +9.3% | −17.7pp |
| 2025 | −8.6% | +75.3% | −33.4% | −0.5% | −6.0% | +29.0% | +18.0% | −4.2% | +12.0% | −7.8% | −4.8% | +2.7% | +46.9% | +17.7% | +29.2pp |
| 2024 | −40.6% | +26.0% | −2.6% | +22.7% | −1.7% | +15.8% | +20.9% | +51.6% | +19.8% | +7.4% | −10.1% | +20.7% | +160.5% | +24.9% | +135.6pp |
| 2023 | +13.2% | −17.6% | −3.1% | −16.8% | −37.2% | +12.6% | +20.8% | −9.9% | −8.4% | −5.9% | −0.5% | −11.0% | −55.8% | +26.2% | −81.9pp |
| 2022 | −7.0% | +1.5% | −11.8% | −19.9% | −10.9% | +19.3% | −17.1% | −1.6% | −35.2% | −51.1% | +84.2% | +29.7% | −56.3% | −18.2% | −38.1pp |
| 2021 | +10.6% | −1.4% | −20.6% | +2.3% | −9.3% | +4.3% | −24.9% | −0.8% | −3.2% | +4.9% | −5.7% | −15.8% | −49.6% | +28.7% | −78.4pp |
| 2020 | +0.3% | +12.1% | +0.0% | −1.1% | −0.6% | +39.8% | +0.8% | +0.8% | +1.1% | +2.7% | +7.1% | +4.0% | +81.5% | +18.3% | +63.2pp |
| 2019 | +23.0% | +17.1% | +7.3% | +9.6% | −17.0% | +15.6% | +9.6% | −2.0% | −0.6% | +4.0% | +12.3% | +10.2% | +123.4% | +31.2% | +92.2pp |
| 2018 | +26.7% | −8.2% | +4.8% | +6.3% | +29.6% | +6.0% | −45.5% | +74.9% | −8.0% | −33.2% | +25.6% | −21.7% | +2.5% | −4.6% | +7.1pp |
| 2017 | −4.0% | −5.9% | +6.4% | −1.8% | −4.4% | +19.5% | +1.0% | −0.1% | +20.4% | +39.4% | +30.3% | +10.2% | +162.0% | +21.7% | +140.3pp |
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. GDS 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 10 |
| Positive ⓘ | 60% | 50% | 30% | 50% | 10% | 90% | 70% | 33% | 44% | 56% | 56% | 60% |
| Median | +5.4% | +0.1% | −2.6% | +0.9% | −7.7% | +15.7% | +3.7% | −0.8% | −0.6% | +2.7% | +7.1% | +3.4% |
| Best | +28.1% | +75.3% | +7.3% | +22.7% | +29.6% | +39.8% | +20.9% | +74.9% | +20.4% | +39.4% | +84.2% | +29.7% |
| Worst | −40.6% | −17.6% | −33.4% | −19.9% | −37.2% | −15.3% | −45.5% | −9.9% | −35.2% | −51.1% | −10.1% | −21.7% |
| vs SPY ⓘ | +3.6pp | +0.1pp | −1.7pp | −2.9pp | −10.3pp | +10.5pp | +3.0pp | −0.4pp | +1.5pp | −2.1pp | −3.8pp | +1.5pp |
116 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
