| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HQI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.9% | +3.8% | −14.0% | +15.9% | +13.7% | −4.0% | +8.3% | — | — | — | — | — | +30.7% | +7.5% | +23.1pp |
| 2025 | −8.2% | +16.2% | −20.9% | −13.6% | −3.2% | +1.2% | +2.2% | −4.0% | −1.4% | −11.3% | +1.9% | +21.8% | −24.0% | +17.7% | −41.8pp |
| 2024 | −13.4% | +1.2% | −3.4% | −1.0% | +1.2% | −4.3% | +8.9% | +6.3% | −0.6% | −6.0% | +13.8% | −6.2% | −6.1% | +24.9% | −31.0pp |
| 2023 | +36.1% | +6.1% | −5.3% | −3.1% | +11.5% | +12.0% | −3.9% | −23.7% | −18.9% | −1.2% | −2.4% | +3.6% | −1.7% | +26.2% | −27.9pp |
| 2022 | −8.2% | +1.7% | +1.9% | −13.1% | −6.7% | −8.7% | +6.1% | −5.5% | −8.3% | +21.1% | +12.4% | −9.7% | −20.4% | −18.2% | −2.2pp |
| 2021 | −0.0% | +47.5% | +14.9% | +6.3% | −2.6% | +3.9% | −1.1% | +1.7% | +4.2% | −6.9% | +27.0% | −11.6% | +99.9% | +28.7% | +71.2pp |
| 2020 | −2.7% | −3.1% | −10.7% | +8.5% | −8.8% | +4.7% | −3.7% | +18.3% | +8.7% | +1.2% | +22.7% | +8.7% | +45.9% | +18.3% | +27.6pp |
| 2019 | +2.5% | −2.4% | −1.7% | +47.6% | −5.3% | +2.4% | +31.7% | −12.2% | +10.6% | −16.6% | +5.8% | +11.7% | +77.2% | +31.2% | +46.0pp |
| 2018 | +8.5% | −10.9% | +0.0% | +0.9% | +0.0% | −0.9% | +3.2% | −9.7% | +6.8% | −9.7% | −22.5% | +0.8% | −32.2% | −4.6% | −27.6pp |
| 2017 | +11.1% | +0.0% | −12.2% | −0.4% | +2.9% | −2.8% | +0.0% | +5.7% | +20.5% | +0.9% | +4.4% | +4.2% | +36.0% | +21.7% | +14.3pp |
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. HQI 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 50% | 60% | 20% | 50% | 40% | 50% | 60% | 40% | 50% | 30% | 80% | 60% |
| Median | +1.2% | +1.5% | −4.3% | +0.3% | −1.3% | +0.2% | +2.7% | −2.6% | +1.8% | −6.4% | +9.1% | +2.2% |
| Best | +36.1% | +47.5% | +14.9% | +47.6% | +13.7% | +12.0% | +31.7% | +18.3% | +20.5% | +21.1% | +27.0% | +21.8% |
| Worst | −13.4% | −10.9% | −20.9% | −13.6% | −8.8% | −8.7% | −3.9% | −23.7% | −18.9% | −16.6% | −22.5% | −11.6% |
| vs SPY ⓘ | −0.8pp | +4.7pp | −5.1pp | −0.5pp | −2.8pp | −2.2pp | −1.3pp | −1.4pp | +3.6pp | −4.0pp | +4.5pp | +1.0pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
