| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IGF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +7.6% | −3.4% | +2.3% | −2.8% | +1.3% | −0.2% | — | — | — | — | — | +9.6% | +7.5% | +2.0pp |
| 2025 | +1.8% | +0.5% | +2.2% | +3.1% | +4.6% | +2.0% | −0.2% | +2.1% | +1.3% | −0.2% | +3.4% | −1.1% | +21.3% | +17.7% | +3.6pp |
| 2024 | −3.6% | +0.6% | +4.3% | −0.7% | +6.6% | −3.3% | +4.5% | +4.5% | +4.0% | −1.3% | +3.7% | −4.6% | +14.8% | +24.9% | −10.1pp |
| 2023 | +5.3% | −3.6% | +2.5% | +2.7% | −5.5% | +2.9% | +1.8% | −5.0% | −4.7% | −2.7% | +9.3% | +4.1% | +6.1% | +26.2% | −20.0pp |
| 2022 | −0.7% | +1.9% | +5.6% | −4.0% | +4.6% | −7.3% | +3.5% | −2.2% | −11.6% | +5.4% | +8.7% | −3.3% | −1.3% | −18.2% | +16.9pp |
| 2021 | −2.5% | +0.8% | +4.8% | +3.5% | +0.7% | −2.0% | +1.1% | +1.4% | −1.3% | +4.1% | −5.1% | +6.0% | +11.6% | +28.7% | −17.2pp |
| 2020 | +1.2% | −9.0% | −22.6% | +7.8% | +6.0% | −0.8% | +2.2% | +1.5% | −2.9% | −1.2% | +12.8% | +3.0% | −6.5% | +18.3% | −24.8pp |
| 2019 | +8.5% | +2.7% | +2.2% | +1.5% | −1.7% | +5.1% | −2.1% | +0.5% | +2.2% | +1.5% | −0.8% | +4.1% | +25.8% | +31.2% | −5.4pp |
| 2018 | +1.2% | −6.8% | +0.4% | +2.0% | −1.7% | +1.6% | +1.9% | −2.6% | −1.2% | −3.7% | +1.9% | −3.1% | −10.0% | −4.6% | −5.4pp |
| 2017 | +1.7% | +2.7% | +3.7% | +1.5% | +4.0% | +0.1% | +3.0% | +1.7% | −1.7% | +0.6% | +1.7% | −1.1% | +19.3% | +21.7% | −2.4pp |
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. IGF 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 58% | 68% | 74% | 84% | 47% | 53% | 68% | 50% | 44% | 56% | 44% | 56% |
| Median | +1.2% | +0.5% | +2.3% | +2.3% | −0.4% | +0.0% | +1.8% | −0.6% | −1.2% | +1.1% | −0.4% | +1.5% |
| Best | +8.5% | +7.6% | +8.6% | +7.8% | +15.0% | +5.9% | +10.9% | +4.5% | +7.3% | +7.8% | +12.8% | +11.3% |
| Worst | −13.0% | −11.9% | −22.6% | −4.0% | −10.6% | −7.3% | −4.2% | −5.9% | −11.6% | −18.3% | −8.1% | −4.6% |
| vs SPY ⓘ | −0.0pp | −1.1pp | +0.4pp | +1.0pp | −0.1pp | +0.1pp | −1.3pp | −0.9pp | +0.1pp | −1.2pp | −1.7pp | −0.7pp |
223 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
