| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.4% | +10.6% | −25.2% | −3.3% | −1.4% | −13.2% | −8.3% | — | — | — | — | — | −26.2% | +7.5% | −33.8pp |
| 2025 | +15.7% | −9.7% | +8.5% | +2.9% | −10.1% | +16.5% | −4.2% | +48.3% | +42.2% | +6.4% | +30.7% | +14.1% | +291.8% | +17.7% | +274.0pp |
| 2024 | −20.8% | −7.1% | +36.1% | −1.7% | +24.7% | −17.7% | +19.2% | +2.8% | +12.5% | −2.7% | −14.7% | −11.1% | +2.8% | +24.9% | −22.1pp |
| 2023 | +11.0% | −16.5% | +23.1% | −4.4% | −11.8% | −3.2% | +11.8% | −23.7% | −10.9% | +4.1% | +22.5% | −3.4% | −12.9% | +26.2% | −39.1pp |
| 2022 | −5.0% | +16.1% | +14.2% | −20.7% | −9.3% | −16.9% | +15.6% | −12.9% | +0.0% | +16.0% | +19.3% | +2.0% | +7.0% | −18.2% | +25.2pp |
| 2021 | −12.2% | +14.8% | −12.7% | +3.9% | +52.5% | −17.3% | −10.1% | −7.9% | −10.6% | +5.1% | −4.1% | −5.8% | −19.0% | +28.7% | −47.7pp |
| 2020 | −10.6% | −12.9% | −31.0% | +44.5% | +26.3% | −1.5% | +68.8% | +9.1% | −15.6% | −9.8% | +4.5% | +35.6% | +91.9% | +18.3% | +73.6pp |
| 2019 | +14.4% | −11.1% | −4.0% | −8.7% | −37.5% | +37.4% | +2.8% | −3.6% | −1.1% | +30.7% | +7.5% | +37.2% | +44.6% | +31.2% | +13.4pp |
| 2018 | −3.3% | −4.7% | +0.4% | +4.4% | −1.8% | −7.4% | −8.0% | −11.2% | −1.8% | −14.0% | −0.7% | −0.8% | −40.3% | −4.6% | −35.8pp |
| 2017 | +22.9% | −13.4% | −5.1% | +3.0% | +5.4% | −11.1% | +6.1% | −2.3% | −4.9% | −6.0% | −20.7% | +6.1% | −24.1% | +21.7% | −45.8pp |
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. HL 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 ⓘ | 38% | 48% | 48% | 48% | 33% | 33% | 52% | 38% | 38% | 57% | 57% | 57% |
| Median | −1.6% | −3.4% | −3.0% | +0.0% | −5.7% | −3.8% | +0.2% | −2.3% | −1.8% | +4.1% | +4.5% | +2.0% |
| Best | +30.0% | +39.2% | +36.1% | +55.0% | +52.5% | +37.4% | +68.8% | +48.3% | +47.3% | +30.7% | +60.8% | +37.2% |
| Worst | −26.2% | −42.6% | −31.0% | −20.7% | −37.5% | −27.8% | −20.2% | −23.7% | −33.3% | −46.8% | −20.7% | −20.3% |
| vs SPY ⓘ | +1.9pp | −4.7pp | −2.1pp | −0.7pp | −6.6pp | −7.7pp | +0.0pp | −1.9pp | −2.4pp | −1.8pp | +0.1pp | +4.9pp |
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.
