| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IGLD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.0% | +7.6% | −10.4% | −1.0% | −1.4% | −10.7% | +0.9% | — | — | — | — | — | −6.8% | +7.5% | −14.3pp |
| 2025 | +4.5% | +1.7% | +6.4% | +4.2% | +0.6% | +0.7% | +0.2% | +3.4% | +8.4% | +3.2% | +4.4% | +2.2% | +47.5% | +17.7% | +29.7pp |
| 2024 | −0.9% | +0.4% | +5.1% | +1.6% | +1.3% | +0.8% | +3.9% | +1.9% | +3.9% | +2.8% | −2.0% | −0.9% | +19.4% | +24.9% | −5.5pp |
| 2023 | +4.9% | −4.5% | +5.5% | +1.2% | −0.8% | −1.8% | +1.5% | −0.7% | −4.2% | +4.1% | +2.2% | +1.8% | +9.2% | +26.2% | −16.9pp |
| 2022 | — | +3.9% | +2.0% | −2.1% | −2.9% | −1.3% | −2.2% | −2.7% | −2.4% | −1.4% | +5.9% | +1.6% | −1.9% | −18.2% | +16.3pp |
| 2021 · part | — | — | +65.5% | +1.8% | — | — | — | — | — | — | — | — | +68.6% | +28.7% | +39.8pp |
| 2019 · part | −63.6% | +35.6% | −29.9% | −17.3% | −38.5% | +7.2% | +23.3% | −33.5% | −21.8% | −32.4% | −7.7% | — | −92.5% | +31.2% | −123.7pp |
| 2018 | +9.7% | −16.6% | −30.8% | −20.6% | −34.1% | −1.8% | −4.0% | +4.2% | −10.9% | −3.1% | +14.9% | −41.7% | −81.2% | −4.6% | −76.6pp |
| 2017 | −12.3% | +4.8% | −6.9% | +8.0% | −2.3% | −14.8% | −27.4% | +16.5% | −5.3% | +0.3% | +8.7% | +5.6% | −29.0% | +21.7% | −50.7pp |
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. IGLD 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 ⓘ | 7 | 8 | 9 | 9 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 |
| Positive ⓘ | 57% | 75% | 56% | 56% | 25% | 38% | 63% | 50% | 25% | 50% | 63% | 71% |
| Median | +4.5% | +2.8% | +2.0% | +1.2% | −1.8% | −1.6% | +0.5% | +0.6% | −4.7% | −0.6% | +3.3% | +1.6% |
| Best | +10.0% | +35.6% | +65.5% | +8.0% | +1.3% | +7.2% | +23.3% | +16.5% | +8.4% | +4.1% | +14.9% | +5.6% |
| Worst | −63.6% | −16.6% | −30.8% | −20.6% | −38.5% | −14.8% | −27.4% | −33.5% | −21.8% | −32.4% | −7.7% | −41.7% |
| vs SPY ⓘ | −1.3pp | +1.9pp | −1.8pp | −0.4pp | −4.7pp | −3.6pp | −1.9pp | +1.0pp | −2.5pp | −0.6pp | −2.2pp | +1.5pp |
96 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
