| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HCSG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | +15.7% | −14.8% | +15.4% | −3.8% | +19.2% | −6.0% | — | — | — | — | — | +20.7% | +9.3% | +11.4pp |
| 2025 | −4.5% | −5.3% | −4.0% | +41.0% | −0.8% | +6.6% | −13.4% | +20.0% | +7.8% | +6.2% | +5.1% | +1.8% | +64.6% | +17.7% | +46.9pp |
| 2024 | −9.0% | +35.2% | −2.2% | −14.9% | +1.5% | −1.9% | +8.0% | −4.7% | +2.6% | −1.8% | +12.5% | −5.9% | +12.0% | +24.9% | −12.9pp |
| 2023 | +12.3% | −1.5% | +4.5% | +12.5% | −13.5% | +10.5% | −15.5% | −8.4% | −9.7% | −8.9% | +2.2% | +6.8% | −13.6% | +26.2% | −39.8pp |
| 2022 | +2.2% | −11.8% | +17.4% | −8.0% | +1.7% | +1.4% | −17.6% | −0.5% | −14.1% | +15.5% | +1.5% | −14.0% | −28.7% | −18.2% | −10.5pp |
| 2021 | +15.4% | −11.6% | −1.5% | +6.8% | +0.8% | +5.3% | −17.3% | +1.1% | −4.5% | −23.2% | −7.8% | +1.7% | −34.6% | +28.7% | −63.3pp |
| 2020 | +5.3% | +8.3% | −13.2% | +6.6% | −5.3% | +2.3% | +7.1% | −19.8% | +3.5% | +6.3% | +4.4% | +18.7% | +19.5% | +18.3% | +1.2pp |
| 2019 | +8.6% | −12.0% | −13.6% | +2.6% | −6.1% | −4.1% | −21.1% | −4.8% | +7.7% | +0.3% | +4.1% | −3.3% | −37.8% | +31.2% | −69.0pp |
| 2018 | +4.7% | −17.3% | −4.3% | −11.2% | −5.9% | +19.5% | −6.8% | +2.8% | −1.4% | −0.1% | +16.8% | −14.9% | −22.4% | −4.6% | −17.8pp |
| 2017 | +1.5% | +4.6% | +4.1% | +6.5% | +4.7% | −2.2% | +11.6% | −1.7% | +5.4% | −2.0% | −1.4% | +1.5% | +36.8% | +21.7% | +15.1pp |
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. HCSG 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 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 52% | 52% | 62% | 43% | 62% | 48% | 43% | 67% | 62% | 57% | 52% |
| Median | +1.5% | +0.5% | +2.2% | +0.5% | −0.8% | +2.3% | −2.5% | −0.5% | +3.5% | +5.3% | +1.9% | +0.2% |
| Best | +15.4% | +35.2% | +17.4% | +41.0% | +15.6% | +19.5% | +19.1% | +20.0% | +10.9% | +15.5% | +16.8% | +18.7% |
| Worst | −9.0% | −18.5% | −14.8% | −25.4% | −13.5% | −13.7% | −21.1% | −19.8% | −14.1% | −23.2% | −8.0% | −14.9% |
| vs SPY ⓘ | −0.3pp | +0.6pp | −0.7pp | −0.8pp | −1.9pp | +2.4pp | −2.4pp | +1.3pp | +3.3pp | +2.1pp | −0.6pp | −2.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
