| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IAUX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.9% | +30.8% | −26.9% | −1.3% | +8.0% | −11.1% | −6.9% | — | — | — | — | — | −8.2% | +7.5% | −15.8pp |
| 2025 | +16.8% | +36.7% | −24.8% | +5.6% | −18.1% | +18.9% | −6.4% | +43.0% | +19.3% | +1.9% | +20.2% | +24.8% | +201.0% | +17.7% | +183.3pp |
| 2024 | −9.1% | −21.3% | +6.3% | −11.9% | −7.6% | −0.9% | −2.8% | +1.0% | +9.4% | −9.5% | −40.0% | −23.0% | −72.4% | +24.9% | −97.3pp |
| 2023 | −5.0% | −14.2% | +6.5% | +3.3% | −14.6% | +4.2% | −9.3% | −2.9% | −22.7% | −8.5% | +15.7% | +8.6% | −37.6% | +26.2% | −63.8pp |
| 2022 · part | — | — | — | — | — | −25.5% | +5.0% | −4.7% | −3.3% | −3.4% | +68.0% | −0.7% | +16.0% | −18.2% | +34.2pp |
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. IAUX 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 50% | 50% | 25% | 40% | 20% | 50% | 50% | 25% | 75% | 50% |
| Median | +2.0% | +8.3% | −9.2% | +1.0% | −11.1% | −0.9% | −6.4% | −1.0% | +3.1% | −6.0% | +18.0% | +4.0% |
| Best | +16.8% | +36.7% | +6.5% | +5.6% | +8.0% | +18.9% | +5.0% | +43.0% | +19.3% | +1.9% | +68.0% | +24.8% |
| Worst | −9.1% | −21.3% | −26.9% | −11.9% | −18.1% | −25.5% | −9.3% | −4.7% | −22.7% | −9.5% | −40.0% | −23.0% |
| vs SPY ⓘ | −1.6pp | +10.0pp | −8.2pp | −3.1pp | −13.9pp | −4.4pp | −4.6pp | −1.0pp | +6.6pp | −7.5pp | +13.3pp | +4.6pp |
50 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
