| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IHICY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +32.1% | +19.5% | −26.9% | −8.9% | −6.2% | −3.4% | +6.4% | — | — | — | — | — | +1.4% | +9.3% | −8.0pp |
| 2025 | +24.1% | −3.3% | +23.6% | +12.8% | +19.6% | +10.5% | +3.5% | +0.5% | +2.5% | −25.2% | −16.6% | −1.5% | +44.9% | +17.7% | +27.2pp |
| 2024 | −0.4% | +16.0% | +19.3% | −11.4% | +10.8% | +0.0% | +38.2% | +20.1% | +20.2% | +5.4% | −5.2% | −5.0% | +156.1% | +24.9% | +131.3pp |
| 2023 | +3.2% | −14.5% | −3.4% | +0.3% | −6.1% | +12.0% | −7.7% | +0.7% | −13.4% | −10.0% | +0.8% | −1.3% | −35.3% | +26.2% | −61.4pp |
| 2022 | −0.1% | +23.3% | +0.1% | −5.8% | +21.7% | −4.8% | −2.6% | +0.8% | −15.9% | +0.2% | +23.3% | +7.5% | +47.4% | −18.2% | +65.6pp |
| 2021 | −9.0% | +0.7% | +13.9% | −3.1% | +22.8% | −1.0% | −9.2% | +0.3% | +5.5% | +0.0% | −22.4% | +9.2% | +0.2% | +28.7% | −28.5pp |
| 2020 | +13.5% | +0.0% | +0.0% | −52.4% | +0.0% | +26.3% | −8.7% | +4.0% | −3.3% | −6.0% | +16.5% | +29.5% | −11.1% | +18.3% | −29.4pp |
| 2019 | +15.8% | −16.8% | −6.8% | −1.5% | −4.1% | +4.9% | +2.2% | −23.0% | +17.9% | +0.0% | +3.6% | −3.0% | −17.0% | +31.2% | −48.3pp |
| 2018 | +0.8% | +3.4% | −10.8% | +4.3% | +16.1% | −8.9% | +2.8% | −5.6% | +17.4% | −5.3% | −18.2% | −12.3% | −20.6% | −4.6% | −16.1pp |
| 2017 | −5.2% | +11.5% | +0.0% | +20.0% | +9.1% | −6.7% | +1.3% | −4.7% | +19.7% | −43.1% | −14.7% | +9.3% | −20.8% | +21.7% | −42.5pp |
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. IHICY is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 13 | 13 |
| Positive ⓘ | 62% | 46% | 46% | 38% | 62% | 38% | 54% | 50% | 67% | 25% | 38% | 46% |
| Median | +2.5% | +0.0% | +0.0% | −1.5% | +6.7% | +0.0% | +1.3% | +0.2% | +8.3% | −5.4% | −4.1% | +0.0% |
| Best | +32.1% | +23.3% | +23.6% | +20.0% | +22.8% | +26.3% | +38.2% | +20.1% | +23.7% | +5.4% | +23.3% | +29.5% |
| Worst | −20.8% | −22.1% | −26.9% | −52.4% | −6.2% | −8.9% | −14.5% | −23.7% | −15.9% | −43.1% | −22.4% | −12.3% |
| vs SPY ⓘ | +5.2pp | −2.0pp | −0.1pp | −1.3pp | +5.4pp | −0.3pp | −0.9pp | −2.8pp | +11.4pp | −5.5pp | −7.5pp | −1.6pp |
153 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
