| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HOFT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.5% | +8.1% | −9.4% | −5.7% | −1.5% | +50.1% | −21.4% | — | — | — | — | — | +26.1% | +7.5% | +18.6pp |
| 2025 | −9.1% | +2.7% | −21.7% | −4.4% | +2.3% | +10.3% | −10.7% | +5.7% | +3.8% | −10.5% | +18.2% | +6.4% | −13.2% | +17.7% | −30.9pp |
| 2024 | −11.5% | +6.2% | −1.1% | −29.2% | +2.2% | −15.3% | +5.5% | +3.7% | +15.9% | −11.3% | +16.8% | −24.2% | −43.3% | +24.9% | −68.2pp |
| 2023 | +12.6% | +4.4% | −16.4% | −13.1% | −6.1% | +27.2% | +7.6% | +7.3% | −8.6% | −14.0% | +6.9% | +47.3% | +45.7% | +26.2% | +19.5pp |
| 2022 | −5.3% | −4.7% | −8.9% | −11.0% | +2.6% | −8.9% | +6.4% | −4.1% | −13.8% | +11.9% | +12.6% | +11.3% | −15.6% | −18.2% | +2.5pp |
| 2021 | −6.6% | +12.2% | +8.3% | +2.9% | −4.4% | −2.9% | −4.2% | −6.1% | −12.8% | −6.6% | −5.8% | −1.1% | −26.0% | +28.7% | −54.8pp |
| 2020 | −4.1% | −23.7% | −16.1% | −4.0% | +8.7% | +20.4% | +10.0% | +15.2% | +5.4% | +6.5% | +10.1% | +7.1% | +29.4% | +18.3% | +11.1pp |
| 2019 | +9.2% | +9.1% | −7.7% | +3.4% | −10.0% | −22.6% | +1.1% | −14.3% | +20.9% | +10.4% | +0.6% | +8.6% | +0.1% | +31.2% | −31.1pp |
| 2018 | −12.5% | +0.5% | −1.4% | +2.9% | −1.2% | +26.1% | −3.9% | −6.7% | −19.3% | −13.4% | +2.9% | −12.1% | −37.0% | −4.6% | −32.4pp |
| 2017 | −12.5% | −0.6% | −5.5% | +39.9% | −1.3% | −3.8% | +2.6% | −4.6% | +19.0% | −0.7% | +5.5% | −14.8% | +13.3% | +21.7% | −8.4pp |
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. HOFT 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 ⓘ | 48% | 67% | 52% | 43% | 38% | 38% | 52% | 43% | 62% | 48% | 81% | 71% |
| Median | −0.3% | +2.3% | +3.2% | −2.0% | −1.2% | −3.8% | +1.1% | −2.9% | +3.8% | −0.7% | +5.5% | +7.1% |
| Best | +17.5% | +21.3% | +23.0% | +39.9% | +12.8% | +50.1% | +19.6% | +15.2% | +24.4% | +11.9% | +18.2% | +47.3% |
| Worst | −12.5% | −23.7% | −21.7% | −29.2% | −13.6% | −31.5% | −21.4% | −20.1% | −19.3% | −48.7% | −26.0% | −24.2% |
| vs SPY ⓘ | −1.2pp | +0.5pp | +1.4pp | −2.5pp | −2.8pp | −4.4pp | −1.8pp | −1.1pp | +3.9pp | −3.2pp | +2.0pp | +5.7pp |
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.
