| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IBTH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +0.3% | −0.1% | +0.3% | +0.2% | +0.1% | +0.3% | — | — | — | — | — | +1.4% | +7.5% | −6.2pp |
| 2025 | +0.3% | +0.9% | +0.4% | +1.0% | −0.2% | +0.6% | −0.1% | +0.9% | +0.4% | +0.3% | +0.4% | +0.4% | +5.3% | +17.7% | −12.4pp |
| 2024 | +0.3% | −1.0% | +0.4% | −1.1% | +1.0% | +0.7% | +1.6% | +1.1% | +0.9% | −1.1% | +0.3% | +0.1% | +3.2% | +24.9% | −21.7pp |
| 2023 | +1.9% | −2.1% | +2.7% | +0.7% | −0.8% | −1.2% | +0.3% | +0.0% | −0.7% | −0.2% | +2.0% | +1.9% | +4.4% | +26.2% | −21.8pp |
| 2022 | −1.6% | −0.4% | −3.2% | −2.3% | +0.7% | −0.8% | +1.9% | −2.7% | −3.0% | −0.5% | +2.1% | −0.4% | −9.7% | −18.2% | +8.4pp |
| 2021 | −0.6% | −2.0% | −1.4% | +0.8% | +0.5% | +0.1% | +1.4% | −0.3% | −1.1% | −0.9% | +0.5% | −0.4% | −3.4% | +28.7% | −32.2pp |
| 2020 · part | — | — | +4.0% | +0.1% | +0.1% | +0.3% | +0.7% | −0.5% | +0.1% | −0.9% | +0.2% | +0.0% | +4.2% | +18.3% | −14.1pp |
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. IBTH 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 ⓘ | 67% | 33% | 57% | 71% | 71% | 71% | 86% | 50% | 50% | 17% | 100% | 67% |
| Median | +0.3% | −0.7% | +0.4% | +0.3% | +0.2% | +0.1% | +0.7% | −0.1% | −0.3% | −0.7% | +0.4% | +0.1% |
| Best | +1.9% | +0.9% | +4.0% | +1.0% | +1.0% | +0.7% | +1.9% | +1.1% | +0.9% | +0.3% | +2.1% | +1.9% |
| Worst | −1.6% | −2.1% | −3.2% | −2.3% | −0.8% | −1.2% | −0.1% | −2.7% | −3.0% | −1.1% | +0.2% | −0.4% |
| vs SPY ⓘ | −1.3pp | +0.8pp | −1.0pp | −0.9pp | −4.0pp | −2.1pp | −2.4pp | −1.2pp | +3.7pp | −1.1pp | −4.5pp | −1.2pp |
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.
