| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GII | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +7.5% | −3.5% | +2.4% | −2.8% | +1.1% | −0.1% | — | — | — | — | — | +9.5% | +7.5% | +2.0pp |
| 2025 | +1.8% | +0.5% | +2.4% | +3.5% | +4.6% | +1.8% | −0.2% | +2.0% | +1.5% | −0.2% | +3.5% | −1.1% | +21.8% | +17.7% | +4.1pp |
| 2024 | −3.6% | +0.8% | +4.2% | −0.8% | +6.7% | −3.2% | +4.3% | +4.6% | +3.4% | −0.7% | +3.3% | −4.8% | +14.3% | +24.9% | −10.6pp |
| 2023 | +5.0% | −3.7% | +2.8% | +2.6% | −5.7% | +2.8% | +2.0% | −4.8% | −4.9% | −2.5% | +9.4% | +6.6% | +8.3% | +26.2% | −17.8pp |
| 2022 | −0.3% | +1.3% | +6.0% | −3.4% | +4.4% | −7.6% | +3.9% | −2.1% | −12.1% | +5.7% | +8.8% | −3.0% | −0.5% | −18.2% | +17.6pp |
| 2021 | −1.7% | +0.8% | +4.1% | +3.5% | +0.7% | −1.8% | +0.8% | +1.9% | −1.7% | +4.2% | −5.3% | +7.5% | +13.1% | +28.7% | −15.6pp |
| 2020 | +1.1% | −9.1% | −22.9% | +8.4% | +5.7% | −1.0% | +2.5% | +1.5% | −2.4% | −1.6% | +12.7% | +2.7% | −6.8% | +18.3% | −25.1pp |
| 2019 | +8.8% | +2.3% | +2.4% | +1.4% | −1.5% | +5.2% | −2.4% | +0.8% | +2.1% | +1.4% | −0.9% | +4.4% | +26.3% | +31.2% | −4.9pp |
| 2018 | +1.1% | −6.6% | +0.7% | +1.6% | −1.3% | +1.4% | +1.6% | −2.4% | −1.1% | −3.8% | +1.8% | −3.2% | −10.1% | −4.6% | −5.5pp |
| 2017 | +1.2% | +2.9% | +4.3% | +0.7% | +4.2% | +0.1% | +3.4% | +1.7% | −2.0% | +0.7% | +1.6% | −1.0% | +19.1% | +21.7% | −2.6pp |
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. GII 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 ⓘ | 19 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 53% | 60% | 75% | 80% | 50% | 50% | 60% | 53% | 47% | 58% | 53% | 53% |
| Median | +0.3% | +0.6% | +2.6% | +2.5% | +0.3% | −0.0% | +1.2% | +0.6% | −1.1% | +1.0% | +0.4% | +0.3% |
| Best | +8.8% | +7.5% | +9.2% | +8.4% | +9.5% | +5.3% | +9.0% | +4.6% | +6.3% | +6.5% | +12.7% | +7.5% |
| Worst | −8.2% | −11.7% | −22.9% | −3.4% | −7.6% | −7.6% | −4.2% | −5.1% | −12.1% | −14.7% | −5.4% | −4.8% |
| vs SPY ⓘ | −0.2pp | −1.0pp | +0.7pp | +0.3pp | −0.3pp | +0.3pp | −1.6pp | −0.5pp | −0.2pp | −0.8pp | −1.4pp | +0.6pp |
234 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
