| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GRO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +33.3% | +17.9% | +9.1% | −6.5% | −17.5% | −14.0% | −3.3% | — | — | — | — | — | +10.1% | +7.5% | +2.5pp |
| 2025 | −43.1% | −39.3% | +15.0% | −19.6% | −32.9% | −17.6% | +26.5% | +3.5% | +51.1% | −7.8% | +0.4% | −24.1% | −75.5% | +17.7% | −93.2pp |
| 2024 | — | — | — | — | — | — | — | — | — | — | +1443.0% | −41.2% | +806.9% | +24.9% | +782.1pp |
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. GRO 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 |
| Positive ⓘ | 50% | 50% | 100% | 0% | 0% | 0% | 50% | 100% | 50% | 0% | 100% | 0% |
| Median | −4.9% | −10.7% | +12.1% | −13.0% | −25.2% | −15.8% | +11.6% | +2.3% | +24.4% | −3.9% | +2.3% | −32.7% |
| Best | +33.3% | +17.9% | +15.0% | −6.5% | −17.5% | −14.0% | +26.5% | +3.5% | +51.1% | +0.0% | +1443.0% | −24.1% |
| Worst | −43.1% | −39.3% | +9.1% | −19.6% | −32.9% | −17.6% | −3.3% | +1.1% | −2.2% | −7.8% | +0.4% | −41.2% |
| vs SPY ⓘ | −7.0pp | −9.6pp | +17.3pp | −17.9pp | −31.0pp | −17.8pp | +11.6pp | +1.2pp | +22.7pp | −4.2pp | +0.2pp | −31.5pp |
25 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
