| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.6% | +0.7% | −15.0% | +14.6% | +5.7% | −6.1% | −1.3% | — | — | — | — | — | +0.3% | +7.5% | −7.2pp |
| 2025 | +7.9% | +7.4% | +8.5% | +6.9% | +10.7% | +3.0% | −1.5% | −0.8% | −0.9% | −2.5% | −3.7% | +5.2% | +46.7% | +17.7% | +29.0pp |
| 2024 | −4.7% | +1.3% | +3.2% | −4.0% | +4.2% | −6.4% | +3.6% | +1.7% | +4.2% | −5.3% | −3.9% | −3.4% | −10.0% | +24.9% | −34.9pp |
| 2023 | +21.4% | −4.0% | −1.2% | −1.0% | −5.2% | +5.4% | +3.0% | −5.1% | −6.9% | −8.1% | +12.1% | +4.5% | +11.7% | +26.2% | −14.5pp |
| 2022 | — | — | — | — | — | — | — | — | — | −63.4% | +10.8% | −3.4% | −60.9% | −18.2% | −42.7pp |
| 2021 · part | +2.9% | +5.0% | −3.8% | +2.5% | — | — | — | — | — | — | — | — | +6.5% | +28.7% | −22.2pp |
| 2020 | −2.0% | −9.4% | −16.6% | +12.2% | +9.0% | +6.9% | +6.3% | +6.2% | −1.6% | −5.2% | +17.0% | +1.7% | +21.4% | +18.3% | +3.0pp |
| 2019 | +15.1% | +3.3% | +0.5% | +5.4% | −9.4% | +6.4% | −1.9% | −1.4% | +0.8% | +4.5% | +3.2% | +5.0% | +34.0% | +31.2% | +2.8pp |
| 2018 | +5.2% | −3.6% | −1.0% | −1.3% | −4.0% | −1.4% | +4.5% | +0.4% | −4.9% | −11.5% | −1.1% | −26.6% | −39.8% | −4.6% | −35.2pp |
| 2017 | +5.1% | +2.3% | +5.1% | +5.9% | +7.0% | −0.6% | +3.5% | +1.5% | +6.3% | +1.7% | +4.4% | −1.4% | +48.7% | +21.7% | +27.0pp |
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. GF 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 65% | 65% | 65% | 70% | 53% | 37% | 60% | 58% | 58% | 45% | 50% | 60% |
| Median | +4.8% | +1.3% | +1.3% | +4.4% | +0.2% | −1.1% | +3.3% | +1.5% | +0.8% | −1.3% | +0.4% | +2.5% |
| Best | +21.4% | +9.2% | +11.4% | +18.9% | +14.8% | +6.9% | +12.0% | +12.6% | +18.1% | +11.8% | +17.0% | +24.7% |
| Worst | −16.7% | −10.0% | −16.6% | −4.0% | −13.9% | −6.4% | −10.8% | −10.9% | −25.2% | −63.4% | −11.8% | −26.6% |
| vs SPY ⓘ | +3.2pp | +0.0pp | +0.8pp | +1.2pp | −1.7pp | −1.2pp | +0.7pp | −0.4pp | +0.0pp | −2.6pp | −2.3pp | +1.0pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
