| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMCDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.1% | +2.9% | +8.8% | +13.6% | −11.9% | −12.3% | +24.0% | — | — | — | — | — | +25.6% | +9.3% | +16.2pp |
| 2025 | +5.0% | −6.1% | −9.0% | +1.9% | +0.9% | −0.3% | −18.4% | +2.6% | −7.9% | +0.5% | −13.7% | +0.9% | −38.0% | +17.7% | −55.7pp |
| 2024 | −12.4% | −1.0% | +16.1% | −13.8% | +1.3% | −8.7% | +4.0% | +13.4% | +6.2% | −8.5% | −6.8% | +0.0% | −14.3% | +24.9% | −39.1pp |
| 2023 | +10.8% | −0.5% | +4.2% | −7.1% | −0.3% | −3.0% | +7.8% | −10.9% | −8.8% | −4.6% | +28.0% | +13.6% | +25.4% | +26.2% | −0.8pp |
| 2022 | +0.0% | +0.0% | +0.0% | −28.5% | — | −13.1% | +10.4% | −8.0% | −15.6% | +12.9% | +9.3% | −3.9% | −36.8% | −18.2% | −18.6pp |
| 2021 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +121.3% | +0.0% | +13.8% | +0.0% | +151.9% | +28.7% | +123.2pp |
| 2020 | — | — | — | — | — | — | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +18.3% | −18.3pp |
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. IMCDY 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 ⓘ | 6 | 6 | 6 | 6 | 5 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 17% | 50% | 33% | 40% | 0% | 57% | 33% | 33% | 33% | 50% | 50% |
| Median | +1.5% | −0.2% | +2.1% | −3.5% | +0.0% | −5.9% | +4.0% | +0.0% | −4.0% | +0.0% | +4.7% | +0.0% |
| Best | +10.8% | +2.9% | +16.1% | +13.6% | +1.3% | +0.0% | +24.0% | +13.4% | +121.3% | +12.9% | +28.0% | +13.6% |
| Worst | −12.4% | −6.1% | −9.0% | −28.5% | −11.9% | −13.1% | −18.4% | −10.9% | −15.6% | −8.5% | −13.7% | −3.9% |
| vs SPY ⓘ | +1.9pp | −0.4pp | −1.5pp | −7.0pp | −3.7pp | −7.5pp | +1.2pp | −3.4pp | −0.2pp | −2.2pp | −3.6pp | +1.4pp |
72 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
