| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HGV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.8% | −0.3% | −13.0% | +20.1% | +10.8% | +0.7% | −11.6% | — | — | — | — | — | +3.5% | +9.3% | −5.8pp |
| 2025 | +5.8% | +4.1% | −12.8% | −10.1% | +13.5% | +8.8% | +7.9% | +6.0% | −12.0% | −0.9% | +3.3% | +4.5% | +14.9% | +17.7% | −2.8pp |
| 2024 | +3.8% | +7.6% | +5.2% | −11.8% | −0.7% | −2.2% | +6.9% | −10.7% | −5.9% | +1.5% | +14.9% | −8.1% | −3.1% | +24.9% | −27.9pp |
| 2023 | +22.9% | +0.8% | −6.9% | −3.7% | −0.1% | +6.3% | +2.3% | −6.0% | −6.9% | −11.7% | −4.7% | +17.3% | +4.3% | +26.2% | −21.9pp |
| 2022 | −6.2% | +6.1% | +0.3% | −10.0% | −2.3% | −21.9% | +14.1% | +0.0% | −19.3% | +19.3% | +12.2% | −12.4% | −26.0% | −18.2% | −7.9pp |
| 2021 | −5.2% | +32.9% | −5.1% | +18.9% | +2.6% | −9.5% | −1.7% | +7.4% | +8.9% | +5.7% | −5.5% | +9.7% | +66.2% | +28.7% | +37.5pp |
| 2020 | −7.2% | −16.5% | −40.8% | +30.6% | +4.6% | −9.2% | +3.8% | +7.9% | −4.2% | −1.8% | +34.7% | +13.0% | −8.8% | +18.3% | −27.2pp |
| 2019 | +15.0% | +4.8% | −3.0% | +3.9% | −20.7% | +25.2% | +2.8% | +3.3% | −5.2% | +8.5% | −0.3% | −0.7% | +30.3% | +31.2% | −0.9pp |
| 2018 | +7.2% | −4.0% | −0.3% | −0.0% | −7.5% | −12.7% | −0.3% | −5.6% | +1.3% | −18.8% | +19.3% | −17.7% | −37.1% | −4.6% | −32.5pp |
| 2017 · part | — | +2.1% | −4.3% | +16.8% | +6.9% | +0.8% | +1.9% | −1.4% | +6.6% | +6.0% | −2.4% | +5.0% | +43.0% | +21.7% | +21.3pp |
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. HGV 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 ⓘ | 9 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 67% | 70% | 20% | 50% | 50% | 50% | 70% | 56% | 33% | 56% | 56% | 56% |
| Median | +3.8% | +3.1% | −4.7% | +1.9% | +1.3% | −0.8% | +2.5% | +0.0% | −5.2% | +1.5% | +3.3% | +4.5% |
| Best | +22.9% | +32.9% | +5.2% | +30.6% | +13.5% | +25.2% | +14.1% | +7.9% | +8.9% | +19.3% | +34.7% | +17.3% |
| Worst | −7.2% | −16.5% | −40.8% | −11.8% | −20.7% | −21.9% | −11.6% | −10.7% | −19.3% | −18.8% | −5.5% | −17.7% |
| vs SPY ⓘ | +1.6pp | +2.0pp | −6.0pp | −0.4pp | −0.4pp | −2.9pp | −0.5pp | +1.0pp | −2.2pp | +0.7pp | +3.1pp | +3.7pp |
114 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
