| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IAE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.2% | +0.2% | −8.5% | +11.7% | +6.6% | +8.2% | −10.0% | — | — | — | — | — | +19.3% | +7.5% | +11.7pp |
| 2025 | +2.0% | +2.5% | −0.6% | +1.7% | +8.9% | +6.3% | +2.8% | +2.0% | +4.4% | +4.5% | −3.0% | −0.8% | +34.6% | +17.7% | +16.9pp |
| 2024 | −5.0% | +6.5% | +4.1% | −0.3% | +1.6% | +3.7% | +2.6% | +2.6% | +5.8% | −5.4% | −0.7% | −1.9% | +13.4% | +24.9% | −11.4pp |
| 2023 | +12.1% | −7.7% | +1.1% | −2.2% | −3.4% | +4.1% | +5.9% | −6.8% | −1.9% | −4.6% | +8.6% | +5.9% | +9.1% | +26.2% | −17.1pp |
| 2022 | — | — | — | — | — | — | — | — | — | −40.0% | +14.7% | +0.4% | −30.9% | −18.2% | −12.7pp |
| 2021 · part | +4.9% | +5.9% | −2.9% | −1.3% | — | — | — | — | — | — | — | — | +6.4% | +28.7% | −22.4pp |
| 2020 | −3.8% | −8.3% | −13.2% | +5.8% | +0.4% | +10.8% | +3.8% | −1.4% | +0.9% | −0.9% | +9.3% | +0.6% | +1.5% | +18.3% | −16.8pp |
| 2019 | +7.7% | +1.6% | +0.2% | −2.1% | −5.1% | +6.2% | −4.6% | −7.7% | +4.3% | −0.1% | −3.4% | +3.9% | −0.4% | +31.2% | −31.6pp |
| 2018 | +5.5% | −4.5% | +1.6% | −3.5% | −2.7% | −0.7% | −5.5% | +0.0% | +1.0% | −11.2% | +5.0% | −4.0% | −18.6% | −4.6% | −14.0pp |
| 2017 | +6.0% | +5.3% | +4.3% | +0.0% | +0.4% | +3.3% | +1.7% | −1.1% | +1.2% | +0.7% | −3.8% | +1.1% | +20.3% | +21.7% | −1.4pp |
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. IAE 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 ⓘ | 18 | 18 | 18 | 19 | 18 | 18 | 18 | 17 | 17 | 18 | 18 | 18 |
| Positive ⓘ | 61% | 61% | 56% | 47% | 44% | 83% | 50% | 35% | 71% | 44% | 44% | 56% |
| Median | +2.0% | +1.8% | +0.1% | +0.0% | −2.3% | +3.2% | +0.8% | −1.4% | +3.6% | −0.5% | −1.7% | +0.5% |
| Best | +15.6% | +10.7% | +16.4% | +12.4% | +18.1% | +10.8% | +7.7% | +3.8% | +20.5% | +10.8% | +14.7% | +20.8% |
| Worst | −14.2% | −8.3% | −13.2% | −3.5% | −12.5% | −13.2% | −10.2% | −13.7% | −25.5% | −40.0% | −10.9% | −4.0% |
| vs SPY ⓘ | −0.2pp | −0.1pp | −0.9pp | −1.9pp | −2.8pp | +1.6pp | −0.9pp | −2.2pp | +2.4pp | −1.8pp | −3.6pp | +0.7pp |
215 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
