| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GPK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.7% | −16.5% | −17.8% | −4.1% | +18.2% | −6.1% | +7.2% | — | — | — | — | — | −23.9% | +7.5% | −31.5pp |
| 2025 | +1.0% | −2.7% | −2.3% | −2.5% | −12.2% | −4.7% | +6.1% | −0.4% | −11.7% | −18.3% | +1.2% | −6.3% | −43.3% | +17.7% | −61.1pp |
| 2024 | +3.5% | +1.7% | +12.8% | −11.4% | +9.6% | −7.1% | +14.8% | −0.6% | −0.8% | −4.5% | +6.5% | −9.4% | +11.7% | +24.9% | −13.2pp |
| 2023 | +8.3% | −1.2% | +7.6% | −3.3% | −3.1% | +0.9% | +0.7% | −8.1% | +0.6% | −3.5% | +5.4% | +9.2% | +12.7% | +26.2% | −13.5pp |
| 2022 | −3.0% | +8.8% | −2.2% | +8.8% | +2.1% | −7.6% | +8.5% | +0.1% | −11.1% | +16.3% | +0.1% | −2.7% | +15.9% | −18.2% | +34.0pp |
| 2021 | −7.6% | +1.3% | +14.9% | +2.1% | −4.7% | +3.0% | +5.7% | +7.0% | −6.9% | +4.7% | −1.0% | −0.8% | +17.0% | +28.7% | −11.8pp |
| 2020 | −6.1% | −13.5% | −9.2% | +9.4% | +8.4% | −2.8% | −0.4% | +0.3% | +1.3% | −5.7% | +15.3% | +11.1% | +3.9% | +18.3% | −14.4pp |
| 2019 | +13.4% | +0.9% | +4.3% | +9.9% | −6.3% | +8.1% | +6.3% | −7.1% | +7.4% | +6.2% | +3.9% | +2.8% | +59.8% | +31.2% | +28.6pp |
| 2018 | +4.5% | −5.2% | +0.7% | −6.8% | +1.3% | +0.7% | +0.1% | −2.1% | −1.0% | −21.4% | +8.9% | −10.7% | −29.6% | −4.6% | −25.0pp |
| 2017 | +0.2% | +6.7% | −2.5% | +6.2% | −0.5% | +2.6% | −4.3% | −1.1% | +7.5% | +11.0% | −1.2% | +1.4% | +28.1% | +21.7% | +6.4pp |
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. GPK 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 62% | 52% | 62% | 57% | 38% | 81% | 38% | 38% | 48% | 76% | 43% |
| Median | +1.0% | +1.7% | +0.7% | +1.3% | +1.0% | −1.8% | +6.1% | −0.4% | −2.1% | −0.9% | +2.6% | −0.5% |
| Best | +22.1% | +9.5% | +14.9% | +97.7% | +45.9% | +11.1% | +16.4% | +26.7% | +9.5% | +28.1% | +17.9% | +28.5% |
| Worst | −23.7% | −16.5% | −20.4% | −11.4% | −14.4% | −32.4% | −9.0% | −14.9% | −18.1% | −26.0% | −16.7% | −30.9% |
| vs SPY ⓘ | +1.9pp | +1.0pp | −1.6pp | −1.6pp | −0.1pp | +0.1pp | +3.8pp | −2.5pp | −1.8pp | −1.3pp | +0.3pp | −1.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
