| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HNI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.7% | −5.9% | −25.2% | +9.4% | −13.7% | +29.6% | +7.8% | — | — | — | — | — | +5.6% | +9.3% | −3.7pp |
| 2025 | −1.0% | −5.9% | −4.8% | −4.6% | +10.8% | +5.7% | +4.6% | −11.9% | +4.3% | −12.7% | +2.4% | +1.3% | −13.9% | +17.7% | −31.6pp |
| 2024 | −2.7% | +10.9% | +0.7% | −7.0% | +13.0% | −4.3% | +22.1% | −1.4% | −0.0% | −8.5% | +15.7% | −11.1% | +23.8% | +24.9% | −1.1pp |
| 2023 | +11.7% | −0.6% | −10.9% | −6.7% | −1.8% | +11.8% | +3.2% | +13.8% | +5.7% | +0.2% | +13.6% | +7.1% | +53.2% | +26.2% | +27.0pp |
| 2022 | −0.3% | −2.2% | −8.9% | −3.8% | +7.9% | −9.0% | +1.8% | −8.6% | −17.2% | +9.4% | +1.1% | −2.0% | −29.9% | −18.2% | −11.7pp |
| 2021 | −6.4% | +11.2% | +11.2% | +7.0% | +8.5% | −3.6% | −15.2% | +2.4% | −3.1% | +1.9% | +6.4% | +6.4% | +25.9% | +28.7% | −2.9pp |
| 2020 | −4.0% | −8.0% | −23.3% | −3.4% | +6.2% | +20.0% | −2.8% | +8.3% | −1.5% | +3.7% | +13.0% | −5.5% | −4.2% | +18.3% | −22.6pp |
| 2019 | +9.7% | +0.1% | −6.1% | +1.2% | −8.9% | +6.7% | −3.2% | −8.0% | +13.8% | +7.0% | +4.2% | −4.7% | +9.3% | +31.2% | −21.9pp |
| 2018 | +0.8% | −4.2% | −2.4% | −7.5% | +12.0% | +0.2% | +16.3% | +2.6% | +0.3% | −14.4% | +2.5% | −8.1% | −5.3% | −4.6% | −0.8pp |
| 2017 | −9.9% | −8.6% | +0.6% | +1.5% | −7.4% | −7.3% | −5.3% | −2.1% | +13.2% | −17.5% | +3.1% | +10.2% | −29.0% | +21.7% | −50.7pp |
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. HNI 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% | 52% | 33% | 62% | 57% | 52% | 43% | 52% | 67% | 86% | 52% |
| Median | −2.7% | −0.6% | +0.6% | −3.8% | +6.1% | +0.8% | +1.8% | −0.6% | +0.3% | +2.2% | +3.7% | +0.9% |
| Best | +13.7% | +11.2% | +15.9% | +49.0% | +16.3% | +29.6% | +23.4% | +13.8% | +23.1% | +29.6% | +30.5% | +18.7% |
| Worst | −16.6% | −24.4% | −25.2% | −19.0% | −13.7% | −29.6% | −16.8% | −11.9% | −28.7% | −27.7% | −26.0% | −18.5% |
| vs SPY ⓘ | −0.7pp | −0.6pp | −0.4pp | −4.3pp | +4.4pp | −0.3pp | −0.0pp | −0.6pp | +1.5pp | +2.3pp | +2.1pp | +1.2pp |
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.
