| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HCMLY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.4% | −10.7% | −10.2% | +12.9% | +8.6% | −8.7% | +4.5% | — | — | — | — | — | −1.1% | +9.3% | −10.4pp |
| 2025 | +4.6% | +8.9% | −1.8% | +4.2% | +2.4% | +11.4% | +6.5% | +5.1% | +1.5% | +4.8% | +5.2% | +4.2% | +73.7% | +17.7% | +56.0pp |
| 2024 | −2.0% | +6.2% | +11.5% | −7.8% | +8.4% | +1.0% | +5.4% | +3.3% | +1.2% | +1.0% | +3.5% | −5.9% | +26.8% | +24.9% | +1.9pp |
| 2023 | +15.5% | +3.7% | +4.2% | +2.3% | −2.1% | +9.6% | +2.7% | −5.0% | −3.1% | −3.3% | +18.6% | +6.9% | +58.7% | +26.2% | +32.5pp |
| 2022 | +7.1% | −8.4% | −2.0% | +0.1% | +7.0% | −13.9% | +9.4% | −5.4% | −7.2% | +10.5% | +13.9% | −0.1% | +7.2% | −18.2% | +25.4pp |
| 2021 | −0.6% | +2.0% | +6.7% | +4.5% | +1.5% | −0.2% | −3.0% | −2.4% | −15.5% | +3.8% | −3.0% | +4.7% | −3.6% | +28.7% | −32.3pp |
| 2020 | −8.6% | −8.6% | −22.0% | +13.7% | +5.5% | +6.2% | +7.5% | +1.0% | −3.8% | −5.8% | +21.5% | +4.3% | +3.6% | +18.3% | −14.8pp |
| 2019 | +14.8% | +5.1% | −0.2% | +4.5% | −3.5% | +2.0% | +0.9% | −3.7% | +3.5% | +5.1% | −0.0% | +7.6% | +40.8% | +31.2% | +9.6pp |
| 2018 | +8.7% | −4.5% | −6.2% | +1.7% | −4.1% | −5.5% | +5.6% | −5.5% | +1.7% | −6.3% | −2.8% | −8.7% | −24.3% | −4.6% | −19.8pp |
| 2017 | +1.6% | +6.0% | +3.9% | −3.8% | +13.0% | −4.2% | +4.1% | −2.0% | −0.1% | −3.8% | −3.4% | +3.1% | +13.9% | +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. HCMLY 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% | 65% | 47% | 76% | 41% | 47% | 71% | 38% | 50% | 56% | 44% | 56% |
| Median | +3.1% | +3.7% | −0.2% | +4.2% | −2.1% | −0.2% | +4.2% | −3.0% | +0.6% | +1.0% | −0.3% | +3.4% |
| Best | +15.5% | +14.8% | +20.6% | +16.6% | +13.0% | +11.4% | +13.8% | +11.4% | +8.9% | +20.4% | +21.5% | +16.3% |
| Worst | −16.8% | −10.7% | −22.0% | −7.8% | −14.8% | −13.9% | −10.0% | −10.2% | −17.6% | −6.3% | −13.3% | −8.7% |
| vs SPY ⓘ | +0.9pp | +1.8pp | +0.5pp | +1.0pp | −2.5pp | −2.6pp | +0.2pp | −3.1pp | −0.5pp | −0.6pp | −2.4pp | +0.8pp |
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.
