| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IESC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.2% | +30.3% | −3.8% | +35.2% | +5.3% | +8.3% | −32.5% | — | — | — | — | — | +27.6% | +7.5% | +20.0pp |
| 2025 | +10.1% | −19.4% | −7.4% | +19.1% | +32.0% | +14.1% | +19.2% | −1.1% | +13.8% | −1.5% | +6.8% | −7.1% | +93.6% | +17.7% | +75.9pp |
| 2024 | +3.5% | +34.1% | +10.7% | +11.1% | +12.8% | −8.6% | +10.5% | +21.1% | +7.0% | +9.5% | +41.7% | −35.1% | +153.7% | +24.9% | +128.8pp |
| 2023 | +11.9% | +5.7% | +2.4% | +0.2% | +9.8% | +19.9% | +0.8% | +30.8% | −12.1% | −5.5% | +12.4% | +13.2% | +122.7% | +26.2% | +96.5pp |
| 2022 | −2.6% | −14.7% | −4.4% | −27.1% | +5.4% | −2.3% | +9.4% | −7.9% | −9.1% | +19.6% | +2.4% | +5.2% | −29.8% | −18.2% | −11.6pp |
| 2021 | −1.2% | +0.8% | +10.0% | +4.7% | +0.5% | −3.2% | +5.9% | −10.1% | −6.6% | +9.1% | −3.7% | +5.5% | +10.0% | +28.7% | −18.7pp |
| 2020 | −2.5% | −6.8% | −24.3% | +11.9% | +18.5% | −1.0% | +2.8% | +21.0% | +10.2% | +0.5% | +15.5% | +24.8% | +79.4% | +18.3% | +61.1pp |
| 2019 | +7.7% | +9.8% | −3.3% | −1.5% | +2.3% | +5.2% | −3.9% | +4.2% | +9.1% | −5.8% | +11.8% | +18.3% | +65.0% | +31.2% | +33.8pp |
| 2018 | +1.4% | −12.3% | −1.3% | +11.6% | +4.4% | −5.1% | +7.2% | +6.7% | +1.8% | −9.0% | −1.0% | −11.4% | −9.9% | −4.6% | −5.3pp |
| 2017 | +1.8% | −3.8% | −3.5% | +10.5% | −23.3% | +18.2% | −6.3% | −2.9% | +4.8% | +8.1% | −5.1% | −2.8% | −9.9% | +21.7% | −31.6pp |
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. IESC 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 60% | 60% | 53% | 60% | 73% | 33% | 67% | 60% | 67% | 53% | 67% | 53% |
| Median | +1.8% | +4.5% | +2.4% | +4.7% | +5.3% | −2.3% | +4.7% | +4.2% | +7.0% | +0.5% | +3.7% | +5.2% |
| Best | +31.4% | +34.1% | +51.6% | +35.2% | +32.0% | +19.9% | +32.7% | +30.8% | +56.9% | +20.5% | +41.7% | +45.1% |
| Worst | −4.6% | −19.4% | −24.3% | −27.1% | −24.9% | −20.6% | −32.5% | −30.4% | −23.0% | −16.0% | −18.9% | −35.1% |
| vs SPY ⓘ | +0.0pp | +1.1pp | +1.4pp | −0.7pp | +5.2pp | −3.4pp | +0.2pp | +3.5pp | +4.9pp | +2.1pp | +3.3pp | +0.9pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
