| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HOG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.4% | −9.1% | +13.5% | +18.2% | +1.2% | +1.9% | +1.5% | — | — | — | — | — | +23.4% | +7.5% | +15.9pp |
| 2025 | −10.2% | −4.2% | −2.0% | −11.2% | +7.2% | −1.0% | +3.1% | +19.7% | −3.6% | −3.3% | −9.2% | −15.7% | −30.0% | +17.7% | −47.8pp |
| 2024 | −11.9% | +11.8% | +21.2% | −21.4% | +4.3% | −6.1% | +11.8% | −0.2% | +3.4% | −17.1% | +5.3% | −9.9% | −16.6% | +24.9% | −41.5pp |
| 2023 | +10.6% | +3.3% | −19.9% | −2.3% | −16.1% | +13.8% | +9.7% | −12.6% | −1.6% | −18.8% | +11.7% | +23.5% | −9.8% | +26.2% | −35.9pp |
| 2022 | −8.3% | +19.9% | −4.6% | −7.5% | −3.5% | −9.6% | +19.4% | +2.0% | −9.2% | +23.3% | +9.6% | −11.4% | +12.1% | −18.2% | +30.3pp |
| 2021 | +9.2% | −11.0% | +12.9% | +20.6% | +0.2% | −5.2% | −13.5% | −0.2% | −7.0% | −0.3% | +0.4% | +3.3% | +4.3% | +28.7% | −24.4pp |
| 2020 | −10.2% | −8.8% | −37.1% | +15.3% | −2.2% | +11.4% | +9.5% | +6.5% | −11.4% | +34.0% | +22.5% | −8.9% | +0.2% | +18.3% | −18.1pp |
| 2019 | +8.0% | +0.7% | −2.9% | +4.4% | −11.1% | +9.5% | −0.1% | −10.8% | +13.9% | +8.2% | −6.5% | +3.2% | +13.6% | +31.2% | −17.6pp |
| 2018 | −4.8% | −5.6% | −5.5% | −4.1% | +0.8% | +2.4% | +1.9% | −0.6% | +7.2% | −15.6% | +10.6% | −18.5% | −30.5% | −4.6% | −26.0pp |
| 2017 | −2.2% | −0.5% | +7.3% | −6.1% | −6.0% | +1.9% | −9.9% | −3.4% | +3.3% | −1.8% | +6.0% | +2.1% | −10.3% | +21.7% | −32.0pp |
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. HOG 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 ⓘ | 33% | 52% | 57% | 52% | 38% | 48% | 71% | 38% | 43% | 57% | 71% | 43% |
| Median | −4.8% | +0.7% | +1.3% | +2.0% | −2.2% | −1.0% | +3.6% | −0.4% | −1.5% | +7.8% | +5.3% | −3.6% |
| Best | +14.4% | +19.9% | +34.0% | +65.5% | +8.7% | +13.8% | +39.4% | +19.7% | +17.3% | +34.0% | +22.5% | +23.5% |
| Worst | −28.2% | −17.1% | −37.1% | −21.4% | −23.4% | −26.2% | −13.5% | −12.6% | −13.5% | −34.4% | −30.5% | −18.5% |
| vs SPY ⓘ | −4.6pp | −1.9pp | +2.2pp | +0.3pp | −3.7pp | −0.6pp | +3.4pp | −2.5pp | +0.5pp | +4.0pp | +2.0pp | −3.9pp |
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.
