| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IAG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.2% | +35.1% | −23.4% | −10.4% | +6.0% | −11.4% | −12.1% | — | — | — | — | — | −15.5% | +7.5% | −23.1pp |
| 2025 | +20.9% | −11.5% | +13.2% | +13.3% | −3.1% | +7.1% | −8.0% | +37.7% | +38.9% | −10.4% | +34.2% | +6.1% | +219.6% | +17.7% | +201.9pp |
| 2024 | −5.9% | +9.2% | +28.1% | +6.9% | +11.0% | −5.1% | +9.9% | +19.9% | +5.9% | +5.9% | −0.7% | −6.2% | +104.0% | +24.9% | +79.1pp |
| 2023 | +8.9% | −19.2% | +19.4% | +5.2% | −5.3% | −2.6% | +3.4% | −9.6% | −12.6% | +18.1% | +0.0% | −0.4% | −1.9% | +26.2% | −28.1pp |
| 2022 | −22.7% | +20.2% | +19.6% | −19.0% | −22.0% | −26.8% | +3.1% | −28.3% | −10.1% | +36.4% | +40.4% | +25.9% | −17.6% | −18.2% | +0.6pp |
| 2021 | −7.9% | −12.1% | +0.3% | +5.0% | +15.7% | −18.5% | −7.1% | −13.1% | −5.0% | +22.6% | +11.6% | +1.3% | −14.7% | +28.7% | −43.4pp |
| 2020 | −20.6% | −4.1% | −19.7% | +53.9% | +6.6% | +5.6% | +26.1% | −13.9% | −10.7% | −4.2% | −8.2% | +8.9% | −1.6% | +18.3% | −19.9pp |
| 2019 | +2.2% | −11.2% | +3.9% | −12.7% | −17.2% | +34.7% | +7.4% | +2.5% | −8.3% | +9.7% | −3.2% | +3.0% | +1.4% | +31.2% | −29.9pp |
| 2018 | +0.9% | −10.5% | −1.3% | +5.2% | +14.3% | −6.9% | −5.3% | −25.8% | −9.8% | −7.1% | −10.8% | +20.7% | −36.9% | −4.6% | −32.3pp |
| 2017 | +20.0% | −14.7% | +1.5% | +3.5% | +8.0% | +15.4% | +4.7% | +23.0% | −8.1% | −10.0% | −1.1% | +7.4% | +51.4% | +21.7% | +29.7pp |
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. IAG 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 ⓘ | 62% | 43% | 48% | 57% | 38% | 48% | 62% | 62% | 33% | 48% | 38% | 57% |
| Median | +2.1% | −4.6% | −1.3% | +5.0% | −1.7% | −1.5% | +4.3% | +8.7% | −5.5% | −0.4% | −1.1% | +3.0% |
| Best | +20.9% | +66.9% | +28.1% | +53.9% | +41.1% | +35.1% | +26.1% | +37.7% | +38.9% | +36.4% | +44.1% | +31.4% |
| Worst | −28.1% | −19.2% | −23.7% | −25.4% | −22.0% | −26.8% | −24.0% | −28.4% | −31.2% | −41.3% | −24.1% | −23.6% |
| vs SPY ⓘ | +1.9pp | −2.9pp | −4.2pp | +1.0pp | −2.7pp | +0.6pp | +0.1pp | +6.4pp | −0.8pp | −0.2pp | −5.7pp | +0.1pp |
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.
