| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GLGI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −46.6% | +6.5% | −15.2% | −3.6% | −25.9% | +0.0% | +5.0% | — | — | — | — | — | −63.8% | +7.5% | −71.3pp |
| 2025 | −6.6% | +1.0% | +0.0% | +24.0% | +5.6% | −3.8% | −8.7% | +13.0% | −14.6% | −26.1% | −26.8% | −3.3% | −45.3% | +17.7% | −63.0pp |
| 2024 | +30.6% | +20.2% | −6.0% | −20.9% | +14.3% | +2.5% | +12.4% | +13.4% | −0.1% | −24.0% | −16.0% | +6.0% | +17.8% | +24.9% | −7.1pp |
| 2023 | −22.2% | +22.4% | +8.6% | +9.7% | +23.5% | +8.3% | +9.9% | +4.0% | −10.6% | +10.8% | −7.8% | −5.3% | +50.0% | +26.2% | +23.8pp |
| 2022 | −5.7% | +1.9% | +4.1% | −8.0% | −1.9% | −5.7% | −4.1% | +12.7% | −2.5% | −11.5% | +8.0% | −19.5% | −31.0% | −18.2% | −12.9pp |
| 2021 | −10.5% | +7.0% | +29.7% | +10.2% | −3.1% | +0.8% | −1.6% | −20.0% | +4.0% | −13.5% | +6.7% | −9.4% | −8.4% | +28.7% | −37.2pp |
| 2020 | +19.6% | −12.7% | −25.0% | +97.2% | +28.2% | −15.9% | +35.9% | +0.0% | −8.7% | −8.2% | +10.1% | −1.0% | +106.5% | +18.3% | +88.2pp |
| 2019 | −6.7% | +3.6% | +10.3% | −7.8% | −5.1% | −5.4% | +3.8% | +7.3% | −28.8% | +16.7% | −10.2% | +4.5% | −23.3% | +31.2% | −54.6pp |
| 2018 | −15.9% | −3.2% | −2.4% | −5.9% | −2.5% | +14.4% | +3.1% | +14.1% | −6.7% | +20.4% | +11.0% | −8.4% | +12.1% | −4.6% | +16.7pp |
| 2017 | +4.5% | +8.7% | −4.0% | +33.3% | −6.6% | +10.4% | +8.6% | +17.2% | +9.5% | −6.5% | +7.0% | +16.3% | +143.2% | +21.7% | +121.5pp |
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. GLGI 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 30% | 80% | 40% | 50% | 40% | 50% | 70% | 70% | 30% | 30% | 50% | 40% |
| Median | −6.6% | +5.0% | −1.2% | +3.1% | −2.2% | +0.4% | +4.4% | +10.0% | −4.6% | −7.4% | −0.6% | −2.2% |
| Best | +30.6% | +22.4% | +29.7% | +97.2% | +28.2% | +14.4% | +35.9% | +17.2% | +9.5% | +20.4% | +11.0% | +16.3% |
| Worst | −46.6% | −12.7% | −25.0% | −20.9% | −25.9% | −15.9% | −8.7% | −20.0% | −28.8% | −26.1% | −26.8% | −19.5% |
| vs SPY ⓘ | −9.4pp | +4.5pp | +0.3pp | +2.8pp | −1.4pp | +0.0pp | +4.4pp | +9.9pp | −3.6pp | −7.3pp | −6.6pp | −1.5pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
