| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IFNNY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.4% | +9.1% | −16.4% | +49.1% | +41.9% | −1.7% | −26.9% | — | — | — | — | — | +57.4% | +9.3% | +48.0pp |
| 2025 | +1.0% | +12.7% | −8.9% | −1.0% | +18.3% | +9.2% | −7.7% | +4.3% | −4.7% | +1.4% | +5.9% | +4.8% | +36.9% | +17.7% | +19.1pp |
| 2024 | −12.7% | −0.2% | −5.7% | +2.1% | +15.9% | −8.5% | −5.6% | +5.0% | −3.9% | −9.9% | +2.7% | −0.2% | −21.7% | +24.9% | −46.6pp |
| 2023 | +19.1% | −0.4% | +15.6% | −11.1% | +1.9% | +11.4% | +6.6% | −18.5% | −7.6% | −12.0% | +32.6% | +8.1% | +40.0% | +26.2% | +13.8pp |
| 2022 | −10.4% | −17.7% | +1.0% | −16.4% | +9.3% | −22.0% | +13.1% | −10.3% | −10.5% | +10.7% | +38.7% | −10.6% | −33.9% | −18.2% | −15.7pp |
| 2021 | +4.2% | +9.4% | −2.4% | −6.0% | +1.2% | −0.4% | −5.0% | +11.3% | −3.4% | +14.2% | −3.3% | +1.3% | +20.1% | +28.7% | −8.6pp |
| 2020 | −4.2% | −2.2% | −30.1% | +26.6% | +15.4% | +10.9% | +4.8% | +12.6% | +1.8% | −1.3% | +27.3% | +8.7% | +74.3% | +18.3% | +56.0pp |
| 2019 | +11.4% | +0.3% | −9.9% | +19.3% | −24.9% | −1.0% | +7.0% | −8.3% | +4.3% | +7.6% | +10.1% | +5.1% | +13.7% | +31.2% | −17.6pp |
| 2018 | +6.9% | −5.7% | −0.8% | −5.0% | +7.5% | −7.2% | +3.7% | −4.1% | −10.7% | −11.3% | +5.2% | −5.7% | −25.9% | −4.6% | −21.4pp |
| 2017 | +6.2% | −1.9% | +15.1% | +1.0% | +7.1% | −3.8% | +2.1% | +6.5% | +8.9% | +10.1% | −0.3% | −1.5% | +59.9% | +21.7% | +38.2pp |
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. IFNNY 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 ⓘ | 26 | 26 | 26 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 62% | 46% | 54% | 52% | 70% | 41% | 52% | 46% | 42% | 58% | 65% | 54% |
| Median | +3.9% | −0.3% | +1.3% | +0.5% | +5.0% | −1.7% | +2.1% | −2.8% | −3.6% | +2.1% | +5.2% | +1.5% |
| Best | +22.4% | +12.7% | +88.3% | +126.6% | +41.9% | +26.0% | +33.0% | +29.2% | +24.2% | +70.4% | +38.7% | +15.1% |
| Worst | −38.6% | −30.2% | −30.1% | −20.2% | −24.9% | −31.7% | −26.9% | −21.7% | −49.7% | −44.0% | −24.9% | −40.4% |
| vs SPY ⓘ | +2.0pp | −2.9pp | +0.4pp | −0.1pp | +3.1pp | −1.2pp | +0.0pp | −0.4pp | −2.0pp | +1.2pp | −0.1pp | +1.7pp |
316 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
