| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IIIN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.6% | +12.5% | −9.8% | −22.1% | +5.0% | +10.0% | +1.4% | — | — | — | — | — | −3.1% | +7.5% | −10.7pp |
| 2025 | +6.2% | −1.9% | −6.4% | +28.9% | +3.3% | +6.3% | −3.0% | +6.3% | −0.0% | −18.5% | +1.2% | +3.6% | +21.5% | +17.7% | +3.8pp |
| 2024 | −9.6% | +5.1% | +5.1% | −16.0% | +2.4% | −5.7% | +10.6% | +0.4% | −9.5% | −13.3% | +13.2% | −8.4% | −26.8% | +24.9% | −51.7pp |
| 2023 | +9.0% | −0.8% | −6.4% | −1.0% | +8.7% | +4.1% | +3.6% | +7.8% | −6.5% | −14.0% | +21.9% | +21.0% | +50.0% | +26.2% | +23.8pp |
| 2022 | −5.0% | −1.9% | −0.2% | +14.7% | −2.4% | −18.6% | −7.0% | −7.7% | −8.1% | −0.7% | +11.9% | +0.1% | −25.6% | −18.2% | −7.5pp |
| 2021 | +13.3% | +22.3% | −0.1% | +23.6% | −8.3% | −8.0% | +20.8% | −4.7% | +2.9% | +6.9% | +3.7% | −0.8% | +88.3% | +28.7% | +59.5pp |
| 2020 | +4.1% | −11.1% | −33.3% | +32.6% | +0.5% | +8.2% | −2.3% | −1.1% | +1.6% | +16.4% | +13.1% | −3.7% | +10.9% | +18.3% | −7.5pp |
| 2019 | −9.0% | +3.0% | −7.9% | +0.1% | −12.7% | +14.1% | −6.3% | −4.2% | +9.9% | −7.1% | +22.3% | −7.8% | −11.0% | +31.2% | −42.2pp |
| 2018 | +10.6% | −9.9% | −2.1% | +8.7% | +4.2% | +6.9% | +23.1% | −6.8% | −6.4% | −27.2% | +5.4% | −11.7% | −13.9% | −4.6% | −9.4pp |
| 2017 | +3.9% | −2.5% | +0.1% | −3.7% | −8.8% | +3.9% | −20.2% | −4.7% | +4.3% | −2.1% | +7.8% | +6.5% | −17.4% | +21.7% | −39.1pp |
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. IIIN 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 62% | 43% | 57% | 57% | 57% | 38% | 43% | 48% | 33% | 86% | 62% |
| Median | +3.9% | +4.8% | −0.2% | +1.6% | +2.4% | +3.2% | −3.5% | −2.4% | −0.0% | −4.3% | +7.2% | +3.4% |
| Best | +65.4% | +36.2% | +52.3% | +32.6% | +28.7% | +22.5% | +23.7% | +28.0% | +17.4% | +33.0% | +47.1% | +21.0% |
| Worst | −31.8% | −18.2% | −33.3% | −34.2% | −19.7% | −18.6% | −20.2% | −14.9% | −18.7% | −27.2% | −8.4% | −11.7% |
| vs SPY ⓘ | +2.1pp | +1.0pp | −0.9pp | −2.6pp | −2.7pp | +0.2pp | −5.3pp | −2.5pp | +1.1pp | −8.2pp | +4.5pp | +4.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
