| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GFI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.8% | +17.4% | −20.6% | −6.4% | −6.2% | −15.7% | −4.0% | — | — | — | — | — | −24.0% | +7.5% | −31.5pp |
| 2025 | +28.3% | +6.1% | +25.2% | +2.0% | +2.0% | +2.9% | +2.9% | +37.4% | +26.7% | −8.5% | +11.7% | +1.8% | +240.4% | +17.7% | +222.7pp |
| 2024 | +2.4% | −11.9% | +23.6% | +1.8% | −2.6% | −5.4% | +15.2% | −19.9% | +13.1% | +7.4% | −12.1% | −8.9% | −6.3% | +24.9% | −31.1pp |
| 2023 | +10.5% | −20.5% | +49.9% | +16.8% | −2.8% | −8.5% | +11.9% | −18.4% | −12.8% | +19.9% | +17.4% | −5.4% | +44.9% | +26.2% | +18.7pp |
| 2022 | −3.5% | +32.3% | +11.5% | −13.1% | −30.5% | −2.4% | +0.9% | −12.1% | +2.3% | −2.6% | +41.5% | −7.2% | −2.6% | −18.2% | +15.6pp |
| 2021 | +0.6% | −12.2% | +18.6% | −1.2% | +29.1% | −26.5% | +10.3% | −3.5% | −13.0% | +14.3% | +22.2% | −3.1% | +23.3% | +28.7% | −5.4pp |
| 2020 | −3.0% | −7.3% | −19.0% | +54.5% | +5.2% | +21.8% | +39.3% | −0.5% | −5.0% | −11.1% | −20.3% | +6.4% | +43.0% | +18.3% | +24.7pp |
| 2019 | +16.5% | +0.7% | −9.4% | +0.5% | +18.9% | +21.3% | −6.7% | +17.6% | −16.6% | +25.6% | −13.4% | +23.4% | +89.5% | +31.2% | +58.2pp |
| 2018 | −0.5% | −8.4% | +3.7% | −5.0% | −6.5% | +0.0% | +4.8% | −33.4% | −2.2% | +9.9% | +10.2% | +20.1% | −16.7% | −4.6% | −12.2pp |
| 2017 | +16.6% | −12.0% | +15.9% | −7.9% | +10.2% | −2.8% | +14.7% | +11.8% | −2.7% | −7.9% | +6.5% | +1.7% | +45.9% | +21.7% | +24.2pp |
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. GFI 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.
