| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HAVI.OL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +25.0% | +12.5% | +19.1% | −15.7% | +8.0% | −10.7% | +1.8% | — | — | — | — | — | +38.7% | +7.5% | +31.2pp |
| 2025 | −12.5% | −6.9% | −7.1% | −0.2% | +12.8% | −6.2% | +8.1% | −1.7% | −9.3% | −7.6% | −2.1% | −32.5% | −52.9% | +17.7% | −70.7pp |
| 2024 | +1.5% | −27.2% | +18.3% | +41.2% | −19.7% | +8.6% | −1.7% | −14.0% | −29.6% | −15.7% | −11.5% | −34.0% | −68.5% | +24.9% | −93.3pp |
| 2023 | +66.4% | −17.5% | −8.2% | +0.9% | −9.7% | −14.2% | +3.8% | −24.5% | −2.7% | −19.4% | −16.9% | −13.5% | −56.5% | +26.2% | −82.6pp |
| 2022 | −10.6% | −3.0% | +20.1% | +29.9% | +227.1% | −15.9% | −1.3% | +1.8% | −48.3% | +63.5% | −5.5% | +0.0% | +199.0% | −18.2% | +217.2pp |
| 2021 | −10.0% | −0.3% | −7.4% | +0.4% | −0.4% | −0.4% | +9.2% | +1.0% | +143.2% | −32.2% | −25.8% | +12.5% | +25.5% | +28.7% | −3.3pp |
| 2020 | +2.7% | −6.9% | −26.1% | +26.2% | −7.2% | −6.5% | +21.7% | −1.8% | −14.5% | −5.5% | +22.5% | +21.3% | +11.1% | +18.3% | −7.2pp |
| 2019 | +19.9% | −13.9% | −1.7% | +23.2% | −14.9% | +9.3% | −5.0% | −10.8% | +12.7% | −11.8% | −5.0% | −7.2% | −13.7% | +31.2% | −44.9pp |
| 2018 | −10.5% | −5.0% | −7.6% | +3.9% | +2.1% | −3.5% | +0.5% | −18.6% | −13.9% | −35.9% | +0.9% | −21.8% | −71.3% | −4.6% | −66.8pp |
| 2017 | +987.6% | −5.0% | −91.7% | +12.5% | +0.0% | −5.6% | +0.0% | −11.8% | +0.0% | −13.3% | −7.7% | +0.0% | −35.4% | +21.7% | −57.1pp |
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. HAVI.OL 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 35% | 41% | 65% | 35% | 29% | 53% | 13% | 25% | 19% | 13% | 38% |
| Median | +1.5% | −5.0% | −4.9% | +1.8% | −2.2% | −3.5% | +0.5% | −10.9% | −5.9% | −9.8% | −6.5% | −3.6% |
| Best | +987.6% | +30.1% | +36.2% | +41.2% | +227.1% | +13.6% | +21.7% | +1.8% | +143.2% | +63.5% | +22.5% | +23.9% |
| Worst | −40.9% | −27.2% | −91.7% | −15.7% | −19.7% | −18.6% | −5.0% | −32.4% | −48.3% | −40.4% | −34.5% | −34.0% |
| vs SPY ⓘ | −0.3pp | −2.9pp | −3.5pp | +1.1pp | −1.4pp | −4.1pp | −2.3pp | −8.9pp | −5.5pp | −9.4pp | −10.1pp | −5.7pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
