| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HSTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.4% | −4.8% | −2.3% | +0.2% | +20.5% | +9.1% | +8.4% | — | — | — | — | — | +28.4% | +7.5% | +20.9pp |
| 2025 | +2.7% | +3.4% | −4.6% | +4.5% | −16.6% | −1.2% | −5.5% | +7.5% | +0.6% | −12.9% | +2.4% | −8.3% | −27.1% | +17.7% | −44.8pp |
| 2024 | −1.5% | +2.5% | −2.2% | −3.3% | +6.0% | +2.2% | +6.5% | −2.2% | −0.7% | +1.4% | +13.3% | −3.9% | +18.1% | +24.9% | −6.8pp |
| 2023 | −2.7% | +6.1% | +5.7% | −9.0% | −6.6% | +6.8% | −8.5% | −6.5% | +2.7% | +17.7% | −1.6% | +8.2% | +9.3% | +26.2% | −16.9pp |
| 2022 | −7.6% | −15.9% | −2.8% | −4.1% | +6.6% | +6.6% | +10.8% | −8.0% | −3.9% | +16.2% | +2.8% | −2.2% | −5.8% | −18.2% | +12.4pp |
| 2021 | +6.6% | +0.1% | −4.1% | +8.1% | +8.4% | +6.7% | +4.5% | +4.0% | −6.0% | −6.9% | −12.7% | +13.5% | +20.7% | +28.7% | −8.0pp |
| 2020 | −6.1% | −4.8% | −1.5% | −4.7% | −0.2% | −2.9% | −0.8% | −5.6% | −3.1% | −8.8% | +2.1% | +16.9% | −19.7% | +18.3% | −38.0pp |
| 2019 | +4.2% | +10.5% | +0.9% | −6.7% | −4.5% | +3.4% | +9.2% | −10.5% | +2.5% | +8.4% | +3.8% | −6.6% | +12.6% | +31.2% | −18.6pp |
| 2018 | +1.6% | +2.7% | +7.1% | −6.6% | +20.1% | −1.9% | +2.8% | +13.0% | −2.3% | −15.2% | −6.3% | −2.0% | +8.7% | −4.6% | +13.3pp |
| 2017 | −8.3% | +6.6% | −1.0% | +14.7% | +0.3% | −5.6% | −10.3% | −0.6% | −0.5% | +4.7% | −2.8% | −2.6% | −7.5% | +21.7% | −29.3pp |
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. HSTM 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% | 52% | 48% | 48% | 62% | 62% | 57% | 52% | 48% | 48% | 48% | 43% |
| Median | −1.5% | +0.1% | −0.8% | +0.0% | +2.9% | +2.2% | +2.7% | +0.3% | −0.5% | −2.3% | −1.6% | −0.0% |
| Best | +21.9% | +11.9% | +23.2% | +28.5% | +28.4% | +23.1% | +46.4% | +22.1% | +19.7% | +28.9% | +16.5% | +30.3% |
| Worst | −15.1% | −15.9% | −7.4% | −15.2% | −16.6% | −5.7% | −17.5% | −11.4% | −22.0% | −22.4% | −12.7% | −8.4% |
| vs SPY ⓘ | −3.4pp | +2.6pp | +0.1pp | +0.7pp | +1.9pp | +0.3pp | −0.4pp | −0.8pp | −2.3pp | +0.7pp | −5.3pp | +1.6pp |
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.
