| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IEP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.0% | +3.6% | −0.2% | +9.5% | −4.2% | −3.1% | +5.3% | — | — | — | — | — | +14.1% | +7.5% | +6.6pp |
| 2025 | +12.3% | +3.6% | −5.5% | −4.5% | +1.1% | −3.1% | +13.5% | −2.0% | −0.6% | −4.3% | +6.9% | −7.0% | +8.2% | +17.7% | −9.5pp |
| 2024 | +6.2% | +9.6% | −10.5% | +3.7% | −1.0% | −0.2% | +7.1% | −19.8% | +1.9% | −7.1% | −8.1% | −21.8% | −37.5% | +24.9% | −62.4pp |
| 2023 | +6.1% | +0.1% | −0.1% | −1.8% | −52.8% | +28.6% | +19.4% | −39.4% | −1.5% | −16.6% | +7.7% | +1.9% | −58.8% | +26.2% | −85.0pp |
| 2022 | +9.6% | +0.7% | −1.5% | +1.4% | +1.3% | −6.3% | +11.2% | +0.3% | −3.8% | +9.8% | −2.5% | −1.0% | +18.8% | −18.2% | +36.9pp |
| 2021 | +10.2% | +14.4% | −12.8% | +7.9% | +0.7% | −2.4% | +5.7% | −2.0% | −9.1% | +15.3% | −9.1% | −1.9% | +12.9% | +28.7% | −15.9pp |
| 2020 | +2.8% | −0.8% | −19.4% | +7.0% | +0.3% | −2.9% | +2.7% | +3.5% | −0.9% | +0.2% | +5.3% | +1.2% | −3.6% | +18.3% | −21.9pp |
| 2019 | +22.2% | +6.5% | +0.3% | +4.1% | −5.9% | +4.6% | +7.2% | −10.7% | −4.8% | +5.2% | −3.9% | −2.4% | +20.4% | +31.2% | −10.8pp |
| 2018 | +10.7% | −6.9% | +7.5% | +14.2% | +8.3% | +3.3% | +8.5% | +1.9% | −7.9% | −3.2% | +0.1% | −14.6% | +19.0% | −4.6% | +23.5pp |
| 2017 | −1.0% | −5.2% | −6.3% | +3.1% | −7.0% | +8.3% | +3.3% | −1.4% | +7.2% | +0.6% | −1.0% | −0.4% | −1.2% | +21.7% | −22.9pp |
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. IEP 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 ⓘ | 81% | 71% | 29% | 67% | 52% | 33% | 76% | 43% | 29% | 52% | 52% | 38% |
| Median | +6.5% | +3.6% | −5.5% | +3.1% | +0.3% | −2.4% | +4.3% | −0.4% | −2.9% | +0.2% | +0.1% | −1.9% |
| Best | +34.0% | +24.6% | +11.8% | +36.7% | +17.3% | +41.3% | +19.4% | +25.2% | +12.4% | +22.1% | +28.5% | +17.2% |
| Worst | −14.1% | −18.5% | −23.8% | −24.7% | −52.8% | −22.7% | −7.3% | −39.4% | −29.4% | −28.6% | −13.4% | −22.7% |
| vs SPY ⓘ | +5.0pp | +3.7pp | −5.2pp | −1.0pp | −4.4pp | −2.2pp | +2.0pp | −1.7pp | −3.8pp | +1.7pp | −3.9pp | −5.3pp |
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.
