| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.1% | −0.5% | −3.4% | +2.2% | +1.5% | −0.5% | −0.5% | — | — | — | — | — | +1.8% | +9.3% | −7.6pp |
| 2025 | +3.1% | +3.7% | −3.9% | −1.2% | +3.7% | +3.8% | −0.0% | +3.1% | +1.8% | −1.6% | +0.9% | −0.2% | +13.6% | +17.7% | −4.2pp |
| 2024 | −6.7% | −1.3% | +1.1% | −1.8% | +2.3% | +0.2% | +1.6% | +1.8% | +3.6% | −1.1% | +2.0% | −4.3% | −3.1% | +24.9% | −28.0pp |
| 2023 | +14.9% | −1.8% | −8.4% | −0.5% | −5.0% | +9.5% | +2.0% | −0.8% | −6.9% | −5.2% | +12.0% | +8.2% | +15.7% | +26.2% | −10.5pp |
| 2022 | — | — | — | — | — | — | — | — | — | −33.6% | +15.8% | −6.6% | −28.1% | −18.2% | −9.9pp |
| 2021 · part | −0.7% | +1.5% | −0.4% | +0.6% | — | — | — | — | — | — | — | — | +0.9% | +28.7% | −27.9pp |
| 2020 | +1.3% | −5.9% | −22.1% | +10.0% | +5.6% | +6.5% | +5.5% | +1.2% | −3.3% | +0.6% | +7.3% | −0.4% | +2.1% | +18.3% | −16.3pp |
| 2019 | +10.8% | +1.1% | +0.5% | +3.2% | −3.1% | +8.3% | −0.7% | −5.9% | +3.4% | −0.7% | −1.6% | +1.8% | +17.0% | +31.2% | −14.2pp |
| 2018 | −1.7% | −3.2% | −1.1% | −0.2% | −1.7% | +0.0% | −0.6% | −0.3% | −0.6% | −4.1% | −1.5% | −3.8% | −17.4% | −4.6% | −12.8pp |
| 2017 | +3.0% | +1.2% | −2.2% | +2.8% | −1.5% | −1.6% | +2.2% | −3.0% | +1.1% | −1.1% | −3.2% | +1.0% | −1.6% | +21.7% | −23.3pp |
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. HIX 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 70% | 65% | 45% | 80% | 42% | 53% | 50% | 63% | 53% | 30% | 35% | 55% |
| Median | +2.4% | +1.2% | −0.6% | +2.3% | −0.3% | +0.2% | +0.5% | +1.7% | +1.1% | −1.3% | −1.6% | +0.3% |
| Best | +26.6% | +4.8% | +11.0% | +15.4% | +16.2% | +9.5% | +11.8% | +4.5% | +8.5% | +9.3% | +15.8% | +8.2% |
| Worst | −6.7% | −17.4% | −22.1% | −1.8% | −7.9% | −4.8% | −7.2% | −5.9% | −20.7% | −33.6% | −18.1% | −6.6% |
| vs SPY ⓘ | +1.0pp | +0.1pp | −0.9pp | +0.1pp | −1.9pp | −0.6pp | −1.7pp | +0.8pp | −0.5pp | −1.8pp | −3.5pp | −0.6pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
