| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMNM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.6% | −11.2% | +0.0% | +4.9% | −4.8% | −2.9% | +8.9% | — | — | — | — | — | +7.4% | +9.3% | −1.9pp |
| 2025 | +3.9% | −14.8% | −28.4% | +30.6% | −0.3% | +6.2% | +13.1% | −9.6% | +23.1% | +37.2% | +14.6% | +16.6% | +102.3% | +17.7% | +84.5pp |
| 2024 | +54.9% | +46.0% | +2.0% | −43.0% | +6.3% | −19.0% | +27.4% | −1.5% | −3.7% | −21.5% | +18.1% | −21.6% | −0.7% | +24.9% | −25.6pp |
| 2023 | +139.4% | −13.6% | +9.2% | −4.0% | +9.4% | +51.0% | −9.5% | −9.9% | +29.5% | +5.4% | −15.2% | +43.4% | +384.2% | +26.2% | +358.0pp |
| 2022 | −30.9% | −26.6% | −13.7% | −33.8% | +3.5% | −17.5% | +21.0% | +47.7% | −22.6% | −1.8% | −0.8% | −48.9% | −82.9% | −18.2% | −64.8pp |
| 2021 · part | — | — | −14.4% | −21.6% | −21.2% | −17.3% | −6.2% | −13.5% | +73.6% | −3.7% | −19.2% | −31.6% | −67.3% | +28.7% | −96.0pp |
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. IMNM 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 20% | 50% | 33% | 50% | 33% | 67% | 20% | 60% | 40% | 40% | 40% |
| Median | +14.6% | −13.6% | −6.8% | −12.8% | +1.6% | −10.1% | +11.0% | −9.6% | +23.1% | −1.8% | −0.8% | −21.6% |
| Best | +139.4% | +46.0% | +9.2% | +30.6% | +9.4% | +51.0% | +27.4% | +47.7% | +73.6% | +37.2% | +18.1% | +43.4% |
| Worst | −30.9% | −26.6% | −28.4% | −43.0% | −21.2% | −19.0% | −9.5% | −13.5% | −22.6% | −21.5% | −19.2% | −48.9% |
| vs SPY ⓘ | +13.1pp | −11.1pp | −9.4pp | −15.3pp | −2.7pp | −5.6pp | +10.2pp | −8.3pp | +19.6pp | −9.9pp | −6.4pp | −19.2pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
