| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GIS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.9% | −2.2% | −17.7% | −3.5% | −4.2% | +2.9% | +10.9% | — | — | — | — | — | −14.5% | +7.5% | −22.0pp |
| 2025 | −4.8% | +0.8% | −1.4% | −4.1% | −4.4% | −4.5% | −4.3% | +0.7% | +2.2% | −6.4% | +1.6% | −1.8% | −23.7% | +17.7% | −41.5pp |
| 2024 | +0.6% | −1.1% | +9.0% | +1.6% | −2.4% | −8.0% | +7.2% | +7.7% | +2.2% | −7.1% | −2.6% | −3.8% | +1.5% | +24.9% | −23.4pp |
| 2023 | −6.0% | +1.5% | +7.5% | +4.4% | −5.0% | −8.9% | −1.8% | −9.5% | −5.4% | +2.9% | −2.4% | +2.3% | −20.0% | +26.2% | −46.1pp |
| 2022 | +2.7% | −1.8% | +0.4% | +5.2% | −1.2% | +8.0% | −0.2% | +2.7% | −0.2% | +7.2% | +4.6% | −1.7% | +28.1% | −18.2% | +46.3pp |
| 2021 | −0.3% | −5.3% | +11.5% | +0.1% | +3.3% | −3.1% | −2.6% | −1.8% | +3.5% | +4.2% | −0.0% | +9.1% | +18.5% | +28.7% | −10.2pp |
| 2020 | −1.6% | −6.2% | +7.7% | +14.5% | +5.3% | −2.2% | +3.4% | +1.1% | −3.5% | −3.4% | +2.9% | −3.3% | +13.6% | +18.3% | −4.7pp |
| 2019 | +15.5% | +6.1% | +9.8% | +0.4% | −3.9% | +6.2% | +2.0% | +1.3% | +2.5% | −6.9% | +4.8% | +0.5% | +43.1% | +31.2% | +11.9pp |
| 2018 | −0.5% | −13.6% | −10.9% | −1.9% | −3.3% | +4.7% | +5.2% | −0.1% | −6.7% | +3.2% | −3.4% | −8.0% | −31.6% | −4.6% | −27.0pp |
| 2017 | +1.9% | −3.4% | −2.3% | −1.7% | −1.3% | −2.4% | +1.4% | −4.3% | −2.8% | +1.3% | +8.9% | +4.8% | −0.7% | +21.7% | −22.4pp |
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. GIS 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 38% | 52% | 67% | 62% | 52% | 38% | 68% | 62% | 57% | 71% | 52% | 52% |
| Median | −0.7% | +0.8% | +3.4% | +1.2% | +0.1% | −0.8% | +1.4% | +1.1% | +1.3% | +1.3% | +0.0% | +0.5% |
| Best | +15.5% | +10.3% | +11.5% | +14.5% | +5.3% | +13.6% | +10.9% | +7.7% | +7.8% | +7.2% | +8.9% | +9.1% |
| Worst | −6.0% | −13.6% | −17.7% | −4.1% | −6.6% | −8.9% | −4.3% | −9.5% | −9.8% | −7.1% | −6.7% | −8.0% |
| vs SPY ⓘ | −0.5pp | +0.4pp | +2.2pp | −2.4pp | +0.2pp | −0.7pp | −0.9pp | −0.9pp | +0.1pp | −0.9pp | −1.2pp | −0.7pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
