| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HOPE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.3% | −5.0% | −0.8% | +11.5% | +1.9% | +9.1% | +3.2% | — | — | — | — | — | +31.8% | +7.5% | +24.2pp |
| 2025 | −5.1% | −5.2% | −4.1% | −4.8% | +2.1% | +6.9% | −6.9% | +13.0% | −3.2% | −2.6% | +2.6% | +3.2% | −5.9% | +17.7% | −23.6pp |
| 2024 | −8.3% | +0.3% | +4.9% | −12.9% | +6.5% | +2.0% | +22.5% | −1.6% | −1.8% | −1.4% | +11.0% | −9.8% | +6.8% | +24.9% | −18.1pp |
| 2023 | +0.6% | +0.5% | −23.3% | −7.3% | −10.3% | +5.0% | +29.0% | −9.8% | −8.5% | −1.0% | +13.7% | +23.3% | −0.1% | +26.2% | −26.3pp |
| 2022 | +13.9% | +2.1% | −5.2% | −10.2% | +2.0% | −5.1% | +9.7% | −3.8% | −12.6% | +7.4% | +1.4% | −5.9% | −9.6% | −18.2% | +8.6pp |
| 2021 | +2.5% | +19.1% | +14.4% | −0.3% | +2.9% | −7.3% | −5.6% | +4.1% | +4.7% | +1.0% | −0.7% | +2.5% | +40.5% | +28.7% | +11.8pp |
| 2020 | −6.4% | −11.3% | −32.7% | +21.0% | −3.1% | −2.8% | −8.6% | +2.0% | −10.3% | +8.3% | +17.5% | +15.1% | −22.0% | +18.3% | −40.4pp |
| 2019 | +21.8% | +1.9% | −10.3% | +8.6% | −8.5% | +7.1% | +8.1% | −9.1% | +6.9% | +0.5% | +1.7% | +2.4% | +30.3% | +31.2% | −0.9pp |
| 2018 | +4.3% | −4.5% | +0.7% | −4.2% | +4.0% | −0.9% | −5.1% | +4.4% | −7.7% | −9.5% | +5.0% | −22.0% | −32.8% | −4.6% | −28.3pp |
| 2017 | −4.5% | +2.9% | −10.4% | −3.9% | −4.9% | +7.1% | −4.8% | −8.5% | +9.7% | +4.9% | +1.5% | −2.5% | −14.4% | +21.7% | −36.1pp |
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. HOPE 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% | 52% | 52% | 43% | 52% | 57% | 48% | 48% | 48% | 57% | 76% | 57% |
| Median | −1.0% | +0.3% | +0.6% | −1.2% | +0.5% | +2.0% | −1.2% | −1.6% | −0.1% | +1.0% | +4.1% | +1.7% |
| Best | +21.8% | +19.1% | +18.8% | +26.2% | +19.1% | +17.2% | +29.0% | +48.3% | +18.3% | +39.7% | +37.4% | +23.3% |
| Worst | −39.9% | −54.8% | −32.7% | −12.9% | −15.4% | −15.4% | −14.9% | −16.9% | −20.6% | −9.5% | −13.8% | −22.0% |
| vs SPY ⓘ | −5.7pp | −3.0pp | −0.1pp | −2.2pp | −2.1pp | +0.1pp | −1.4pp | −1.7pp | −1.8pp | +0.7pp | +4.1pp | −0.2pp |
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.
