| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HMY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.2% | +6.6% | −32.4% | +4.6% | +15.9% | −16.7% | +2.1% | — | — | — | — | — | −20.5% | +7.5% | −28.0pp |
| 2025 | +37.3% | −11.7% | +48.4% | +8.5% | −8.3% | −4.2% | −3.7% | −1.3% | +36.7% | −8.7% | +19.1% | +1.2% | +145.2% | +17.7% | +127.4pp |
| 2024 | +0.7% | −7.8% | +43.1% | +5.8% | +6.2% | +0.8% | +6.0% | −0.5% | +5.2% | +7.1% | −15.2% | −10.7% | +35.4% | +24.9% | +10.5pp |
| 2023 | +3.2% | −12.0% | +32.7% | +12.4% | +2.2% | −10.8% | +2.1% | −4.0% | −8.7% | +20.5% | +39.0% | −1.4% | +82.5% | +26.2% | +56.3pp |
| 2022 | −12.7% | +18.4% | +18.4% | −18.2% | −17.6% | −7.1% | +4.5% | −20.2% | −6.9% | +15.8% | +25.4% | −3.1% | −16.4% | −18.2% | +1.8pp |
| 2021 | −4.9% | −14.8% | +15.0% | +5.9% | +13.7% | −27.7% | +9.9% | −7.8% | −16.7% | +15.5% | +17.7% | −3.5% | −10.2% | +28.7% | −39.0pp |
| 2020 | −7.4% | +1.2% | −35.9% | +66.1% | −8.0% | +25.2% | +54.7% | +0.5% | −18.7% | −6.8% | −14.3% | +11.2% | +28.9% | +18.3% | +10.6pp |
| 2019 | +10.6% | +5.1% | −8.7% | −8.4% | +2.3% | +27.5% | +7.5% | +52.0% | −23.5% | +22.5% | −10.3% | +16.3% | +102.8% | +31.2% | +71.6pp |
| 2018 | −5.3% | +17.5% | +14.9% | −15.1% | −16.3% | −8.2% | +9.0% | −2.4% | +0.0% | +10.8% | −18.5% | +19.3% | −4.3% | −4.6% | +0.3pp |
| 2017 | +15.4% | −2.0% | −0.3% | −11.0% | −8.3% | −17.5% | +9.7% | +13.8% | −11.2% | −4.1% | +6.4% | +1.6% | −12.7% | +21.7% | −34.4pp |
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. HMY 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.
