| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GNRV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.3% | +12.7% | −3.1% | +1.6% | +0.5% | +24.4% | +0.8% | — | — | — | — | — | +40.2% | +9.3% | +30.8pp |
| 2025 | +28.4% | +9.3% | −1.2% | −7.6% | −2.7% | +5.6% | +5.3% | −6.7% | +8.5% | −8.8% | +0.5% | +3.8% | +33.7% | +17.7% | +16.0pp |
| 2024 | −9.6% | −3.2% | −5.0% | +0.7% | −1.0% | −6.3% | −0.4% | +1.8% | +20.5% | −7.7% | +1.7% | −6.6% | −16.9% | +24.9% | −41.8pp |
| 2023 | +0.0% | −0.5% | −1.4% | −10.2% | −13.4% | −5.6% | −3.1% | −5.2% | +1.6% | −0.7% | −7.5% | +0.9% | −37.6% | +26.2% | −63.8pp |
| 2022 | −1.5% | −5.3% | +0.0% | +0.0% | −2.9% | −6.6% | +0.0% | −5.5% | −4.2% | −4.3% | +0.0% | +0.0% | −26.7% | −18.2% | −8.5pp |
| 2021 | +10.9% | +5.4% | +31.4% | −3.9% | −2.7% | +0.0% | +2.8% | +0.7% | −2.7% | −0.7% | −0.7% | +4.2% | +48.5% | +28.7% | +19.8pp |
| 2020 | +10.4% | −1.6% | −29.6% | −1.1% | +5.7% | +29.1% | −17.5% | +2.0% | −1.0% | −2.0% | +0.0% | +4.1% | −12.2% | +18.3% | −30.5pp |
| 2019 | +1.3% | +10.8% | −4.3% | +17.2% | −15.9% | +5.3% | +1.0% | −1.7% | −9.4% | −1.9% | −2.1% | −4.2% | −7.9% | +31.2% | −39.1pp |
| 2018 | +1.0% | −2.3% | +2.4% | +0.2% | −0.8% | +0.8% | +0.3% | +2.3% | −0.2% | +0.8% | +0.0% | +0.6% | +5.2% | −4.6% | +9.8pp |
| 2017 | +0.8% | +1.8% | −5.0% | −2.6% | +2.6% | +2.6% | +0.0% | −1.5% | +0.2% | +1.0% | −0.5% | −0.3% | −1.2% | +21.7% | −22.9pp |
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. GNRV 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 ⓘ | 16 | 16 | 16 | 15 | 16 | 15 | 16 | 15 | 15 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 38% | 38% | 40% | 44% | 60% | 44% | 33% | 47% | 25% | 19% | 50% |
| Median | +0.5% | −0.2% | −1.3% | −1.1% | −0.4% | +2.6% | +0.0% | −1.5% | +0.0% | −2.6% | −0.3% | +0.3% |
| Best | +28.4% | +12.7% | +31.4% | +17.2% | +69.2% | +29.1% | +9.1% | +3.3% | +20.5% | +8.0% | +3.3% | +15.4% |
| Worst | −10.5% | −5.7% | −29.6% | −10.2% | −15.9% | −37.7% | −18.6% | −10.5% | −9.4% | −11.3% | −7.5% | −20.0% |
| vs SPY ⓘ | −1.1pp | −0.4pp | −3.4pp | −6.0pp | −3.2pp | +0.5pp | −3.7pp | −1.8pp | +2.7pp | −6.1pp | −3.9pp | −0.1pp |
188 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
