| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GVAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.5% | +2.2% | −6.5% | +6.3% | +0.9% | +2.2% | +0.7% | — | — | — | — | — | +16.7% | +7.5% | +9.2pp |
| 2025 | +5.8% | +6.2% | +5.6% | +3.4% | +2.8% | +5.4% | +0.7% | +5.2% | +2.1% | +2.4% | +4.0% | +2.0% | +55.9% | +17.7% | +38.1pp |
| 2024 | −3.5% | +0.7% | +3.5% | +0.8% | +4.4% | −2.7% | +0.6% | +2.2% | +4.4% | −4.8% | −1.6% | −0.9% | +2.6% | +24.9% | −22.3pp |
| 2023 | +4.2% | −1.6% | −0.4% | +1.8% | −4.8% | +5.6% | +6.0% | −5.6% | −3.2% | −0.5% | +8.2% | +3.9% | +13.3% | +26.2% | −12.9pp |
| 2022 | +1.2% | −9.2% | +1.3% | −4.2% | +3.8% | −11.7% | +0.2% | −0.0% | −10.3% | +9.4% | +11.8% | +2.5% | −8.0% | −18.2% | +10.2pp |
| 2021 | −2.1% | +4.1% | +1.7% | +3.4% | +5.1% | −3.1% | +0.9% | +3.3% | −2.6% | +3.8% | −7.1% | +3.6% | +10.7% | +28.7% | −18.0pp |
| 2020 | −4.0% | −11.2% | −24.2% | +5.4% | +3.8% | +5.2% | +0.7% | +1.9% | −3.8% | −8.0% | +23.0% | +10.0% | −8.5% | +18.3% | −26.8pp |
| 2019 | +10.3% | −1.0% | −1.3% | +1.9% | −4.0% | +7.9% | −1.7% | −5.9% | +3.3% | +2.4% | +0.3% | +5.0% | +17.2% | +31.2% | −14.0pp |
| 2018 | +9.2% | −4.9% | −1.1% | −1.0% | −6.1% | −1.9% | +3.5% | −3.9% | +0.8% | −5.5% | +0.4% | −3.9% | −14.3% | −4.6% | −9.7pp |
| 2017 | +6.0% | +0.7% | +2.2% | +3.5% | +2.8% | +1.9% | +5.5% | +2.0% | −0.2% | −0.4% | −1.4% | +3.7% | +29.5% | +21.7% | +7.8pp |
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. GVAL 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 ⓘ | 12 | 12 | 12 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 58% | 50% | 50% | 85% | 54% | 46% | 77% | 50% | 42% | 50% | 50% | 67% |
| Median | +2.7% | −0.2% | +0.5% | +3.4% | +0.9% | −0.2% | +0.7% | +0.6% | −1.4% | +1.0% | +0.1% | +3.1% |
| Best | +10.5% | +9.0% | +12.3% | +9.2% | +5.1% | +7.9% | +6.0% | +5.2% | +4.4% | +9.4% | +23.0% | +10.0% |
| Worst | −5.6% | −11.2% | −24.2% | −4.2% | −6.1% | −11.7% | −4.8% | −5.9% | −10.3% | −8.0% | −7.1% | −8.8% |
| vs SPY ⓘ | +1.1pp | −1.2pp | −1.9pp | +0.2pp | −2.4pp | −2.1pp | −1.5pp | +0.1pp | +0.1pp | −1.4pp | −3.1pp | +2.0pp |
148 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
