| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GOFPY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.8% | −9.9% | −19.2% | +2.0% | −0.3% | +9.7% | −5.4% | — | — | — | — | — | −28.4% | +7.5% | −35.9pp |
| 2025 | +5.7% | +2.7% | +11.9% | +13.7% | +1.3% | +3.2% | −1.7% | +2.7% | +4.0% | −11.7% | −0.4% | +8.8% | +44.9% | +17.7% | +27.2pp |
| 2024 | +6.6% | +3.2% | +0.3% | −2.5% | −7.6% | +4.0% | +10.4% | −3.4% | +6.0% | −6.4% | +4.9% | −3.7% | +10.5% | +24.9% | −14.4pp |
| 2023 | +14.7% | +1.8% | +3.0% | +6.4% | +2.5% | +9.6% | +2.4% | −6.3% | −2.2% | +4.2% | −0.7% | +3.4% | +44.5% | +26.2% | +18.3pp |
| 2022 | +5.7% | −2.8% | −3.8% | +5.1% | −1.7% | −2.4% | +9.1% | −7.7% | −6.6% | +2.6% | +8.7% | −1.3% | +3.2% | −18.2% | +21.3pp |
| 2021 | −9.0% | +10.4% | +2.6% | +14.7% | −0.4% | −3.7% | +1.2% | +7.0% | −1.8% | +3.5% | −12.1% | +4.1% | +14.3% | +28.7% | −14.4pp |
| 2020 | +0.3% | −11.5% | −31.0% | +18.6% | +5.1% | +3.9% | −4.4% | +7.1% | −3.0% | −12.9% | +41.3% | +18.7% | +15.1% | +18.3% | −3.2pp |
| 2019 | +11.1% | +4.9% | −0.3% | +4.9% | −2.6% | +12.6% | +1.2% | −6.0% | −3.2% | +7.0% | +12.3% | +6.7% | +57.7% | +31.2% | +26.5pp |
| 2018 | +4.6% | −9.1% | −5.7% | +4.1% | −6.7% | +3.1% | −0.6% | −5.0% | −1.5% | −6.6% | −3.8% | −4.9% | −28.6% | −4.6% | −24.1pp |
| 2017 | +0.9% | −1.1% | +4.7% | +5.0% | +30.0% | +4.0% | +1.1% | −5.4% | −2.6% | +6.3% | +6.3% | +16.0% | +81.1% | +21.7% | +59.4pp |
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. GOFPY 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.
