| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HELE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −22.1% | +6.5% | −18.3% | +60.5% | +17.2% | +7.1% | −4.1% | — | — | — | — | — | +31.2% | +7.5% | +23.7pp |
| 2025 | +3.3% | −10.9% | −2.8% | −47.9% | −3.5% | +5.5% | −22.6% | +11.7% | +2.6% | −26.1% | +1.7% | +12.1% | −64.5% | +17.7% | −82.2pp |
| 2024 | −5.2% | +9.2% | −7.8% | −19.6% | +15.3% | −13.2% | −36.3% | −9.7% | +15.9% | +2.9% | +15.2% | −18.4% | −50.5% | +24.9% | −75.4pp |
| 2023 | +2.0% | −0.4% | −15.5% | +5.4% | −4.0% | +12.2% | +30.8% | −13.0% | −5.2% | −15.6% | +6.8% | +15.0% | +8.9% | +26.2% | −17.2pp |
| 2022 | −14.4% | −1.7% | −4.8% | +9.5% | −13.7% | −12.3% | −17.6% | −7.6% | −22.0% | −1.9% | +4.1% | +12.6% | −54.6% | −18.2% | −36.5pp |
| 2021 | +9.9% | −11.2% | −2.8% | +0.3% | −0.3% | +8.4% | −2.1% | +7.1% | −6.1% | +0.1% | +6.9% | +1.7% | +10.0% | +28.7% | −18.7pp |
| 2020 | +5.2% | −12.9% | −12.5% | +14.1% | +10.7% | +3.6% | −0.2% | +9.9% | −6.4% | −2.0% | +6.5% | +10.0% | +23.6% | +18.3% | +5.3pp |
| 2019 | −11.5% | −3.4% | +3.4% | +24.2% | −7.2% | −2.3% | +13.5% | +3.5% | +2.7% | −5.0% | +7.8% | +11.4% | +37.1% | +31.2% | +5.8pp |
| 2018 | −3.3% | −3.3% | −3.4% | +2.5% | +0.7% | +9.6% | +16.4% | +3.8% | +10.0% | −5.2% | +15.2% | −8.3% | +36.1% | −4.6% | +40.7pp |
| 2017 | +10.5% | +4.7% | −3.6% | −0.2% | −3.2% | +3.4% | +7.1% | −10.4% | +7.3% | −4.1% | −3.8% | +7.8% | +14.1% | +21.7% | −7.6pp |
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. HELE 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 ⓘ | 48% | 48% | 52% | 62% | 48% | 57% | 38% | 43% | 48% | 43% | 76% | 71% |
| Median | −0.6% | −0.4% | +3.4% | +1.7% | −0.1% | +3.4% | −2.6% | −2.9% | −4.6% | −2.0% | +4.1% | +2.8% |
| Best | +18.9% | +18.7% | +37.0% | +60.5% | +21.2% | +12.2% | +30.8% | +17.0% | +15.9% | +40.1% | +15.2% | +25.9% |
| Worst | −39.7% | −12.9% | −18.3% | −47.9% | −13.7% | −14.4% | −36.3% | −13.0% | −22.0% | −26.1% | −13.0% | −18.4% |
| vs SPY ⓘ | −0.0pp | +0.3pp | +1.4pp | +1.4pp | −0.8pp | +0.4pp | −4.5pp | −1.4pp | −0.9pp | −3.2pp | +1.3pp | +1.7pp |
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.
