| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GTE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.1% | +11.2% | +48.5% | +3.2% | −16.1% | −19.6% | +7.0% | — | — | — | — | — | +57.8% | +9.3% | +48.4pp |
| 2025 | −21.0% | −19.4% | +7.2% | −10.5% | +8.2% | +0.0% | −6.1% | −8.3% | +5.8% | −21.1% | +32.1% | −6.4% | −41.4% | +17.7% | −59.1pp |
| 2024 | −1.1% | −4.1% | +33.5% | +21.0% | +7.6% | +4.0% | −4.0% | −20.6% | −14.9% | +0.8% | +8.9% | +5.1% | +28.2% | +24.9% | +3.3pp |
| 2023 | −2.0% | −14.4% | +6.0% | −9.1% | −36.0% | −4.1% | +44.4% | −9.4% | +8.1% | −11.8% | +3.6% | −11.0% | −43.0% | +26.2% | −69.2pp |
| 2022 | +19.7% | +53.8% | +12.1% | +3.2% | +12.3% | −36.8% | +16.5% | +5.2% | −14.2% | +11.6% | −11.9% | −16.8% | +30.3% | −18.2% | +48.4pp |
| 2021 | +61.6% | +44.6% | −17.7% | −4.3% | −4.5% | +15.6% | −18.6% | −10.4% | +36.9% | +24.5% | −27.8% | +14.4% | +108.9% | +28.7% | +80.2pp |
| 2020 | −22.8% | −23.0% | −67.3% | +35.4% | −29.8% | +45.3% | −16.2% | +0.6% | −20.4% | −18.2% | +48.7% | +28.8% | −71.8% | +18.3% | −90.1pp |
| 2019 | +9.2% | −4.6% | +0.4% | +5.3% | −18.0% | −18.9% | +2.5% | −13.5% | −11.3% | −13.6% | −5.6% | +26.5% | −40.6% | +31.2% | −71.8pp |
| 2018 | +2.6% | −9.7% | +11.6% | +18.6% | −1.2% | +5.5% | −3.5% | +3.6% | +10.7% | −20.2% | −12.5% | −18.7% | −19.6% | −4.6% | −15.1pp |
| 2017 | −14.6% | +3.9% | −1.5% | −4.5% | −7.5% | −3.9% | +5.4% | −14.0% | +12.3% | −4.8% | +3.7% | +20.0% | −10.6% | +21.7% | −32.3pp |
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. GTE 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 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 62% | 52% | 67% | 52% | 43% | 48% | 48% | 40% | 50% | 45% | 60% | 60% |
| Median | +3.3% | +1.0% | +6.0% | +2.5% | −3.5% | +0.0% | −3.5% | −1.2% | −1.5% | −2.5% | +3.6% | +1.7% |
| Best | +101.4% | +53.8% | +48.5% | +36.3% | +28.7% | +45.3% | +44.4% | +13.2% | +36.9% | +27.5% | +48.7% | +35.8% |
| Worst | −44.4% | −23.0% | −67.3% | −15.4% | −36.0% | −36.8% | −36.4% | −20.6% | −44.1% | −31.8% | −27.8% | −24.8% |
| vs SPY ⓘ | +6.8pp | −3.3pp | +1.4pp | −5.1pp | −3.6pp | −0.9pp | −5.2pp | −4.8pp | −2.2pp | −0.9pp | +0.4pp | +0.7pp |
247 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
