| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ILMN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | −7.1% | −8.3% | +2.8% | +28.6% | +7.9% | +16.6% | — | — | — | — | — | +56.4% | +9.3% | +47.0pp |
| 2025 | −0.7% | −33.1% | −10.6% | −2.2% | +6.0% | +16.0% | +7.7% | −2.7% | −5.0% | +30.1% | +6.4% | −0.2% | −1.8% | +17.7% | −19.6pp |
| 2024 | +2.7% | −2.2% | −1.8% | −10.4% | −15.3% | +2.9% | +17.5% | +7.2% | −0.8% | +10.5% | +0.0% | −7.3% | −1.3% | +24.9% | −26.2pp |
| 2023 | +5.9% | −7.0% | +16.7% | −11.6% | −4.3% | −4.7% | +2.5% | −14.0% | −16.9% | −20.3% | −6.8% | +36.6% | −31.1% | +26.2% | −57.3pp |
| 2022 | −8.3% | −6.4% | +7.0% | −15.1% | −19.3% | −23.0% | +17.5% | −6.9% | −5.4% | +19.9% | −4.7% | −7.3% | −46.9% | −18.2% | −28.7pp |
| 2021 | +15.3% | +3.0% | −12.6% | +2.3% | +3.3% | +16.7% | +4.8% | −7.8% | −11.3% | +2.3% | −12.0% | +4.1% | +2.8% | +28.7% | −25.9pp |
| 2020 | −12.6% | −8.4% | +2.8% | +16.8% | +13.8% | +2.0% | +3.2% | −6.5% | −13.5% | −5.3% | +10.0% | +14.9% | +11.5% | +18.3% | −6.8pp |
| 2019 | −6.7% | +11.8% | −0.7% | +0.4% | −1.6% | +20.0% | −18.7% | −6.0% | +8.1% | −2.9% | +8.5% | +3.4% | +10.6% | +31.2% | −20.6pp |
| 2018 | +6.5% | −2.0% | +3.7% | +1.9% | +13.1% | +2.5% | +16.1% | +9.4% | +3.4% | −15.2% | +8.5% | −11.1% | +37.3% | −4.6% | +41.8pp |
| 2017 | +25.0% | +4.6% | +1.9% | +8.3% | −4.1% | −2.2% | +0.2% | +17.6% | −2.6% | +3.0% | +12.1% | −5.0% | +70.6% | +21.7% | +48.9pp |
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. ILMN 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 ⓘ | 26 | 26 | 26 | 26 | 26 | 26 | 26 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 69% | 35% | 54% | 62% | 58% | 73% | 69% | 42% | 46% | 58% | 58% | 62% |
| Median | +5.8% | −2.1% | +1.5% | +0.9% | +1.2% | +4.6% | +3.1% | −2.6% | −1.3% | +5.6% | +2.0% | +3.1% |
| Best | +70.1% | +18.6% | +37.9% | +33.2% | +73.4% | +24.4% | +28.9% | +27.9% | +48.6% | +54.0% | +28.4% | +36.6% |
| Worst | −28.1% | −33.1% | −52.9% | −16.7% | −23.8% | −23.0% | −33.8% | −23.2% | −26.1% | −28.4% | −43.7% | −32.6% |
| vs SPY ⓘ | +5.8pp | −4.3pp | +0.2pp | −1.9pp | +2.7pp | +6.9pp | +0.3pp | −1.9pp | +1.2pp | +3.6pp | −2.0pp | +0.1pp |
312 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
