| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IEO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.1% | +10.3% | +15.8% | −1.7% | −7.1% | −3.7% | +13.2% | — | — | — | — | — | +40.0% | +7.5% | +32.5pp |
| 2025 | +3.1% | +0.6% | +2.4% | −14.2% | +4.4% | +5.1% | +1.9% | +3.8% | −0.5% | −3.5% | +5.1% | −4.3% | +2.1% | +17.7% | −15.6pp |
| 2024 | −1.2% | +3.9% | +12.5% | −2.5% | −1.6% | −2.6% | +0.4% | −2.3% | −5.6% | −0.1% | +8.8% | −9.3% | −1.4% | +24.9% | −26.3pp |
| 2023 | +2.8% | −8.5% | −0.8% | +0.0% | −7.6% | +7.8% | +11.9% | +2.9% | +0.2% | −0.8% | −2.8% | +0.1% | +3.6% | +26.2% | −22.6pp |
| 2022 | +16.4% | +8.5% | +9.8% | −1.8% | +17.8% | −19.7% | +10.5% | +7.8% | −8.9% | +20.9% | +0.5% | −7.1% | +57.8% | −18.2% | +76.0pp |
| 2021 | +4.8% | +26.3% | +3.1% | +1.6% | +8.9% | +6.8% | −11.2% | +0.2% | +15.1% | +10.0% | −5.7% | +2.6% | +75.6% | +28.7% | +46.8pp |
| 2020 | −13.4% | −16.3% | −42.5% | +47.2% | +0.4% | +0.4% | −4.1% | −0.7% | −16.4% | −4.9% | +33.2% | +7.8% | −32.8% | +18.3% | −51.1pp |
| 2019 | +13.5% | −2.3% | +2.0% | +3.2% | −13.9% | +9.0% | −3.4% | −10.5% | +5.7% | −0.4% | +0.2% | +9.8% | +9.6% | +31.2% | −21.6pp |
| 2018 | +2.5% | −9.6% | +5.9% | +11.6% | +4.3% | +0.7% | +2.9% | −2.6% | +2.1% | −15.0% | −6.5% | −14.0% | −19.4% | −4.6% | −14.9pp |
| 2017 | −2.5% | −3.9% | −0.1% | −4.5% | −5.6% | −0.3% | +3.0% | −7.2% | +12.8% | +0.9% | +3.2% | +6.4% | +0.3% | +21.7% | −21.4pp |
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. IEO 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 21 | 21 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 55% | 60% | 70% | 65% | 50% | 57% | 62% | 50% | 55% | 45% | 60% | 50% |
| Median | +2.6% | +2.0% | +3.1% | +2.4% | −0.6% | +0.1% | +2.9% | −0.3% | +1.2% | −0.2% | +0.4% | −0.1% |
| Best | +16.4% | +26.3% | +16.9% | +47.2% | +18.0% | +9.0% | +13.2% | +7.8% | +15.1% | +24.9% | +33.2% | +10.4% |
| Worst | −13.4% | −16.3% | −42.5% | −14.2% | −14.1% | −19.7% | −22.4% | −12.1% | −18.8% | −22.1% | −10.8% | −15.0% |
| vs SPY ⓘ | +0.4pp | +0.3pp | +0.4pp | +1.4pp | −2.5pp | −0.3pp | −0.8pp | −1.9pp | +0.9pp | −0.6pp | −0.5pp | −1.8pp |
242 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
