| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HUIZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −26.3% | −2.9% | −39.8% | +33.1% | −11.8% | −21.8% | +7.2% | — | — | — | — | — | −57.7% | +7.5% | −65.2pp |
| 2025 | +1.5% | +4.9% | −23.8% | −22.1% | −0.2% | +1.7% | +11.6% | +6.5% | +38.6% | +2.4% | −3.5% | −16.6% | −13.0% | +17.7% | −30.7pp |
| 2024 | −26.8% | −2.4% | −9.0% | +6.2% | +23.9% | +31.2% | −8.8% | −6.8% | −10.5% | +2.4% | −18.7% | +0.9% | −28.2% | +24.9% | −53.1pp |
| 2023 | −6.5% | +2.3% | −3.6% | −1.8% | −4.0% | +12.5% | −0.7% | −17.9% | −0.9% | −12.8% | −5.7% | +0.4% | −34.8% | +26.2% | −61.0pp |
| 2022 | −14.0% | +9.8% | −3.7% | −20.8% | −4.9% | +26.6% | −8.1% | −21.1% | −5.9% | −39.3% | +119.8% | +22.1% | −3.5% | −18.2% | +14.7pp |
| 2021 | −5.6% | +37.5% | −7.9% | −17.6% | −8.7% | −5.4% | −38.8% | −24.7% | −17.1% | −11.0% | −21.7% | −10.1% | −79.6% | +28.7% | −108.3pp |
| 2020 · part | — | — | −36.6% | −5.7% | −21.2% | +28.9% | +16.7% | −5.3% | −4.5% | −14.0% | +4.9% | −4.6% | −44.8% | +18.3% | −63.2pp |
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. HUIZ 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 ⓘ | 6 | 6 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 17% | 67% | 0% | 29% | 14% | 71% | 43% | 17% | 17% | 33% | 33% | 50% |
| Median | −10.3% | +3.6% | −9.0% | −5.7% | −4.9% | +12.5% | −0.7% | −12.4% | −5.2% | −11.9% | −4.6% | −2.1% |
| Best | +1.5% | +37.5% | −3.6% | +33.1% | +23.9% | +31.2% | +16.7% | +6.5% | +38.6% | +2.4% | +119.8% | +22.1% |
| Worst | −26.8% | −2.9% | −39.8% | −22.1% | −21.2% | −21.8% | −38.8% | −24.7% | −17.1% | −39.3% | −21.7% | −16.6% |
| vs SPY ⓘ | −10.8pp | +5.5pp | −12.5pp | −12.0pp | −6.5pp | +6.0pp | −4.0pp | −14.3pp | +1.3pp | −11.1pp | −10.4pp | −6.2pp |
77 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
