| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IGR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.5% | +5.3% | −10.5% | +9.8% | −0.8% | +0.3% | +4.4% | — | — | — | — | — | +18.6% | +7.5% | +11.0pp |
| 2025 | +8.9% | +3.5% | −1.5% | −2.3% | +4.6% | +3.9% | −7.4% | +6.0% | +2.6% | −3.3% | −3.4% | −5.1% | +5.2% | +17.7% | −12.5pp |
| 2024 | −2.6% | −2.5% | +8.0% | −7.4% | +2.4% | +2.4% | +15.5% | +12.1% | +3.8% | −11.3% | +1.6% | −16.1% | +1.2% | +24.9% | −23.7pp |
| 2023 | +21.0% | −6.7% | −15.5% | +2.6% | −3.0% | +2.3% | +7.3% | −5.6% | −12.1% | −8.1% | +14.7% | +18.9% | +8.6% | +26.2% | −17.6pp |
| 2022 | — | — | — | — | — | — | — | — | — | −25.4% | +11.3% | −10.4% | −25.6% | −18.2% | −7.4pp |
| 2021 · part | +2.3% | +2.8% | +7.9% | +1.7% | — | — | — | — | — | — | — | — | +15.4% | +28.7% | −13.3pp |
| 2020 | +0.9% | −10.9% | −27.3% | +7.1% | +6.2% | +0.2% | +2.0% | +1.6% | −3.4% | −6.4% | +18.7% | +3.5% | −14.2% | +18.3% | −32.5pp |
| 2019 | +15.4% | −0.1% | +5.2% | −1.1% | −0.5% | +1.9% | +2.1% | +0.0% | +3.4% | +1.4% | −0.4% | +0.4% | +30.2% | +31.2% | −1.0pp |
| 2018 | −1.4% | −5.4% | −1.1% | +1.5% | +0.4% | +1.2% | +0.4% | +0.1% | −3.7% | −8.4% | +2.1% | −9.8% | −22.2% | −4.6% | −17.7pp |
| 2017 | +1.9% | +3.1% | −2.6% | +2.5% | −1.3% | +2.1% | +1.8% | −0.4% | +0.9% | −0.8% | −0.8% | +1.8% | +8.5% | +21.7% | −13.2pp |
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. IGR 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 75% | 55% | 60% | 75% | 47% | 63% | 70% | 53% | 58% | 40% | 50% | 65% |
| Median | +4.3% | +0.8% | +1.3% | +2.6% | −0.5% | +1.2% | +2.1% | +0.1% | +1.2% | −2.0% | +0.4% | +0.7% |
| Best | +21.0% | +5.3% | +13.7% | +32.1% | +27.8% | +5.2% | +15.5% | +15.6% | +8.5% | +9.7% | +18.7% | +18.9% |
| Worst | −5.7% | −24.9% | −27.3% | −7.4% | −16.3% | −17.6% | −7.8% | −9.1% | −28.7% | −34.9% | −35.9% | −16.1% |
| vs SPY ⓘ | +4.8pp | −1.8pp | +1.0pp | +0.4pp | −1.6pp | −0.5pp | −0.0pp | +1.5pp | −0.4pp | −2.4pp | −2.9pp | −0.4pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
