| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GTES | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.2% | +19.8% | −18.0% | +13.3% | +1.2% | +7.9% | −10.9% | — | — | — | — | — | +16.1% | +7.5% | +8.5pp |
| 2025 | +0.6% | +4.6% | −14.9% | +2.8% | +11.8% | +8.9% | +7.7% | +3.1% | −2.9% | −11.0% | +3.1% | −5.7% | +4.4% | +17.7% | −13.3pp |
| 2024 | −4.0% | +14.3% | +20.3% | −0.5% | −1.1% | −9.2% | +17.6% | −2.3% | −3.4% | +10.3% | +14.5% | −7.2% | +53.3% | +24.9% | +28.4pp |
| 2023 | +15.8% | +6.3% | −1.1% | −3.0% | −13.0% | +15.0% | +1.0% | −9.8% | −5.5% | −5.9% | +12.3% | +9.5% | +17.6% | +26.2% | −8.6pp |
| 2022 | −2.8% | +2.4% | −4.9% | −15.3% | +0.1% | −15.3% | +13.8% | −12.8% | −9.0% | +14.2% | +4.2% | −1.8% | −28.3% | −18.2% | −10.1pp |
| 2021 | +10.7% | +6.2% | +6.6% | +7.9% | +5.3% | −0.5% | +0.2% | −9.6% | −0.7% | +1.0% | −2.5% | −0.7% | +24.7% | +28.7% | −4.0pp |
| 2020 | −9.4% | −16.1% | −29.4% | +16.4% | +17.0% | +2.3% | +2.5% | +7.1% | −1.5% | −0.2% | +16.0% | −0.9% | −7.3% | +18.3% | −25.6pp |
| 2019 | +12.6% | +8.0% | −10.9% | +12.1% | −29.9% | +1.2% | −3.8% | −20.8% | +15.7% | −0.7% | +18.9% | +15.7% | +3.9% | +31.2% | −27.3pp |
| 2018 · part | — | −11.4% | +0.9% | −10.6% | −5.1% | +9.5% | −4.3% | +17.1% | +7.0% | −22.8% | −2.1% | −10.1% | −32.4% | −4.6% | −27.9pp |
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. GTES 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 ⓘ | 8 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 78% | 33% | 56% | 56% | 67% | 67% | 38% | 25% | 38% | 75% | 25% |
| Median | +3.9% | +6.2% | −4.9% | +2.8% | +0.1% | +2.3% | +1.0% | −5.9% | −2.2% | −0.4% | +8.2% | −1.4% |
| Best | +15.8% | +19.8% | +20.3% | +16.4% | +17.0% | +15.0% | +17.6% | +17.1% | +15.7% | +14.2% | +18.9% | +15.7% |
| Worst | −9.4% | −16.1% | −29.4% | −15.3% | −29.9% | −15.3% | −10.9% | −20.8% | −9.0% | −22.8% | −2.5% | −10.1% |
| vs SPY ⓘ | +3.6pp | +5.3pp | −8.7pp | +2.8pp | −4.1pp | +0.5pp | −2.2pp | −6.4pp | +1.3pp | −3.3pp | +3.0pp | −3.0pp |
102 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
