| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GLDG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +27.2% | +7.5% | −30.4% | −2.5% | +0.9% | −22.2% | −7.6% | — | — | — | — | — | −32.8% | +7.5% | −40.3pp |
| 2025 | −1.0% | +0.4% | +6.3% | −9.4% | −2.6% | −4.0% | +6.9% | +20.8% | +32.3% | +12.2% | +3.6% | −12.6% | +55.3% | +17.7% | +37.6pp |
| 2024 | −15.3% | −4.7% | +11.3% | −6.4% | +9.0% | +0.1% | −2.2% | −3.8% | +11.7% | −2.1% | −5.0% | −7.9% | −17.4% | +24.9% | −42.3pp |
| 2023 | +4.4% | −9.3% | +13.1% | −14.0% | +0.0% | −13.5% | +5.6% | −11.6% | −6.0% | −1.3% | +17.9% | +5.9% | −13.8% | +26.2% | −40.0pp |
| 2022 | +29.2% | +15.5% | −5.0% | −22.9% | −8.4% | −20.3% | +5.6% | −11.9% | −6.7% | +4.2% | +58.4% | −17.5% | −5.8% | −18.2% | +12.3pp |
| 2021 | −20.2% | −4.6% | −0.6% | −3.0% | +12.5% | −20.0% | −1.4% | −7.7% | −10.7% | +15.4% | −4.4% | −7.0% | −45.0% | +28.7% | −73.7pp |
| 2020 | — | — | — | — | — | — | — | — | +241950.0% | −10.8% | −3.7% | +4.8% | +217900.0% | +18.3% | +217881.7pp |
| 2019 · part | +0.0% | +0.0% | −50.0% | — | — | — | — | — | — | — | — | — | −50.0% | +31.2% | −81.2pp |
| 2018 | +11.8% | +15.5% | +293.6% | −25.8% | +21.7% | +7.1% | −33.3% | +20.0% | +0.0% | −97.5% | +0.0% | −33.3% | −93.4% | −4.6% | −88.9pp |
| 2017 | +0.0% | +19900.0% | +100.0% | −62.5% | −40.0% | −11.1% | +50.0% | −58.3% | +0.0% | +100.0% | −9.0% | +235.2% | +30400.0% | +21.7% | +30378.3pp |
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. GLDG 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 ⓘ | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 44% | 56% | 56% | 0% | 50% | 25% | 50% | 25% | 33% | 44% | 33% | 33% |
| Median | +0.0% | +0.4% | +6.3% | −11.7% | +0.4% | −12.3% | +2.1% | −5.8% | +0.0% | +0.0% | +0.0% | −7.0% |
| Best | +29.2% | +19900.0% | +293.6% | −2.5% | +21.7% | +7.1% | +50.0% | +20.8% | +241950.0% | +100.0% | +58.4% | +235.2% |
| Worst | −20.2% | −9.3% | −50.0% | −62.5% | −40.0% | −22.2% | −33.3% | −58.3% | −10.7% | −97.5% | −9.0% | −33.3% |
| vs SPY ⓘ | −1.9pp | +1.6pp | +8.1pp | −13.6pp | −2.4pp | −11.9pp | −3.5pp | −6.9pp | −0.0pp | +0.9pp | −3.6pp | −5.5pp |
103 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
