| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.4% | −12.3% | −19.6% | +6.8% | −13.8% | +8.2% | +7.3% | — | — | — | — | — | −19.2% | +9.3% | −28.5pp |
| 2025 | −1.4% | +6.5% | −2.2% | +17.7% | +4.9% | −9.1% | −0.9% | −17.5% | −11.8% | −7.9% | +25.7% | +1.2% | −2.7% | +17.7% | −20.4pp |
| 2024 | −2.7% | −14.8% | +15.6% | −12.9% | +2.9% | −7.8% | +3.1% | −24.6% | +0.3% | −9.5% | +34.1% | −16.2% | −37.2% | +24.9% | −62.0pp |
| 2023 | +10.8% | +1.0% | −3.0% | −3.2% | +28.7% | −0.4% | +17.5% | −19.7% | −3.7% | −4.3% | +16.7% | +3.1% | +41.1% | +26.2% | +14.9pp |
| 2022 | −2.8% | −25.3% | −7.7% | −6.8% | −3.0% | −17.1% | +14.7% | +14.3% | −28.1% | +25.9% | −11.7% | −9.5% | −52.4% | −18.2% | −34.2pp |
| 2021 | −3.3% | +59.3% | +4.5% | −2.0% | +15.2% | −13.5% | −8.4% | +0.8% | +11.7% | +8.0% | +5.2% | +6.0% | +95.4% | +28.7% | +66.7pp |
| 2020 | −14.6% | −26.2% | −39.9% | +23.2% | +6.1% | +17.6% | +0.7% | +6.5% | −20.1% | +8.0% | +25.8% | +4.7% | −29.0% | +18.3% | −47.4pp |
| 2019 | +4.6% | −6.7% | −8.2% | +6.7% | −30.2% | +14.1% | −9.2% | −16.5% | +25.6% | +11.3% | +0.8% | −2.7% | −20.9% | +31.2% | −52.1pp |
| 2018 | +8.2% | −16.9% | −8.2% | −5.0% | −2.7% | −4.7% | +4.6% | −6.3% | +3.1% | −9.3% | +10.0% | −11.9% | −35.4% | −4.6% | −30.8pp |
| 2017 | +5.3% | +8.2% | +2.7% | +0.9% | −11.1% | +8.5% | −9.6% | −3.8% | +9.7% | −7.6% | +5.8% | −0.2% | +6.1% | +21.7% | −15.6pp |
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. GT 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 ⓘ | 38% | 43% | 43% | 52% | 48% | 33% | 57% | 38% | 52% | 43% | 76% | 62% |
| Median | −1.4% | −1.1% | −2.7% | +0.9% | −2.3% | −4.7% | +0.7% | −3.1% | +0.3% | −4.3% | +6.2% | +1.3% |
| Best | +17.6% | +59.3% | +41.0% | +75.6% | +28.7% | +17.6% | +51.2% | +23.6% | +25.6% | +42.3% | +34.1% | +24.6% |
| Worst | −14.9% | −28.0% | −39.9% | −12.9% | −30.2% | −29.8% | −17.4% | −24.6% | −28.1% | −41.7% | −27.9% | −16.2% |
| vs SPY ⓘ | −2.3pp | −5.4pp | −3.6pp | −1.0pp | −1.7pp | −3.7pp | −1.4pp | −2.6pp | +1.0pp | −2.2pp | +5.1pp | +0.2pp |
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.
