| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HLYK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +178.1% | +7.9% | −22.6% | −19.4% | −12.9% | +31.4% | +2.3% | — | — | — | — | — | +119.3% | +7.5% | +111.7pp |
| 2025 | +218.5% | −27.9% | −36.7% | −22.6% | −20.8% | +5.3% | +65.0% | −18.2% | −27.8% | −28.7% | −6.5% | +7.7% | −34.4% | +17.7% | −52.1pp |
| 2024 | −36.6% | +12.2% | +3.5% | +3.7% | −10.2% | +43.4% | +5.3% | −34.2% | −18.3% | −24.4% | +10.8% | −40.7% | −72.4% | +24.9% | −97.3pp |
| 2023 | +118.2% | −22.9% | −30.6% | +8.7% | −26.4% | +9.4% | +0.0% | −1.4% | −30.4% | +0.6% | −19.3% | +98.1% | +12.8% | +26.2% | −13.4pp |
| 2022 | −49.6% | −1.7% | −19.7% | −20.8% | −16.1% | −11.2% | +19.7% | −12.0% | −37.4% | −24.9% | −36.4% | +95.7% | −85.5% | −18.2% | −67.3pp |
| 2021 | +156.6% | +100.0% | +24.1% | +30.6% | −25.6% | −8.4% | −2.0% | −4.5% | −26.0% | −48.4% | +11.3% | +85.1% | +317.7% | +28.7% | +289.0pp |
| 2020 | −20.0% | +0.4% | −28.9% | +18.8% | −17.4% | −3.3% | +25.2% | +71.5% | −20.2% | −0.1% | −12.2% | −1.0% | −19.3% | +18.3% | −37.6pp |
| 2019 | +48.1% | +30.0% | +36.5% | −45.1% | +17.9% | −10.9% | −12.2% | −16.7% | −13.3% | +26.9% | −10.9% | −4.8% | +3.7% | +31.2% | −27.5pp |
| 2018 | +44.4% | +53.8% | −18.3% | +31.0% | +49.5% | +90.9% | −3.8% | +19.0% | −23.1% | −1.1% | −34.2% | −22.9% | +200.0% | −4.6% | +204.6pp |
| 2017 · part | — | — | — | — | — | — | — | — | −30.4% | −50.8% | −15.3% | −55.0% | −87.0% | +21.7% | −108.7pp |
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. HLYK 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.
