| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GOOS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.1% | +1.2% | −10.9% | +3.7% | −10.7% | −6.4% | −2.6% | — | — | — | — | — | −28.5% | +7.5% | −36.0pp |
| 2025 | +9.2% | −6.7% | −22.2% | +5.2% | +44.4% | −7.3% | −2.1% | +18.5% | +6.2% | +1.0% | +0.7% | −7.7% | +29.1% | +17.7% | +11.4pp |
| 2024 | +1.2% | +13.5% | −11.4% | −6.4% | +28.1% | −10.6% | −10.7% | +1.0% | +7.4% | −21.6% | −3.9% | +6.3% | −15.4% | +24.9% | −40.2pp |
| 2023 | +35.8% | −22.2% | +2.3% | +1.9% | −19.0% | +11.9% | +2.5% | −13.8% | −6.8% | −24.3% | +0.0% | +6.8% | −33.5% | +26.2% | −59.6pp |
| 2022 | −17.1% | −15.0% | +0.9% | −17.3% | −7.9% | −10.2% | +8.7% | −8.0% | −15.4% | +7.3% | +14.7% | −5.1% | −51.9% | −18.2% | −33.8pp |
| 2021 | +12.4% | +34.0% | −12.4% | +7.7% | −4.6% | +8.5% | −3.0% | −9.6% | −7.0% | +4.0% | +20.2% | −16.9% | +24.5% | +28.7% | −4.2pp |
| 2020 | −17.2% | −8.1% | −27.9% | +19.9% | −18.2% | +18.7% | −3.8% | +9.9% | +31.4% | −3.1% | +6.6% | −10.4% | −17.9% | +18.3% | −36.2pp |
| 2019 | +17.7% | +10.6% | −15.6% | +11.2% | −37.0% | +15.1% | +20.8% | −20.3% | +17.9% | −4.9% | −8.8% | −5.0% | −17.1% | +31.2% | −48.3pp |
| 2018 | +13.9% | −12.0% | +5.7% | +11.0% | +13.4% | +40.0% | −2.4% | +6.0% | +6.0% | −15.4% | +23.4% | −35.1% | +38.5% | −4.6% | +43.1pp |
| 2017 · part | — | — | — | +5.5% | +7.2% | +9.4% | −3.5% | −8.0% | +17.2% | +4.5% | +25.1% | +17.4% | +97.7% | +21.7% | +76.0pp |
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. GOOS 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 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 67% | 44% | 33% | 80% | 40% | 60% | 30% | 44% | 67% | 44% | 67% | 33% |
| Median | +9.2% | −6.7% | −11.4% | +5.3% | −6.2% | +8.9% | −2.5% | −8.0% | +6.2% | −3.1% | +6.6% | −5.1% |
| Best | +35.8% | +34.0% | +5.7% | +19.9% | +44.4% | +40.0% | +20.8% | +18.5% | +31.4% | +7.3% | +25.1% | +17.4% |
| Worst | −17.2% | −22.2% | −27.9% | −17.3% | −37.0% | −10.6% | −10.7% | −20.3% | −15.4% | −24.3% | −8.8% | −35.1% |
| vs SPY ⓘ | +6.5pp | −0.2pp | −14.7pp | +3.4pp | −6.7pp | +5.8pp | −4.9pp | −3.9pp | +5.3pp | −3.0pp | +0.5pp | −7.8pp |
112 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
