| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMXI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.7% | +2.1% | +0.1% | +0.7% | −5.9% | −3.5% | −10.6% | — | — | — | — | — | −15.9% | +7.5% | −23.4pp |
| 2025 | −9.2% | −19.0% | −17.6% | −1.6% | −11.2% | −8.5% | −10.9% | +61.3% | −3.7% | +6.6% | +2.4% | +0.8% | −26.3% | +17.7% | −44.0pp |
| 2024 | −6.7% | −4.4% | +15.9% | −11.4% | +3.1% | −0.1% | +6.6% | −18.3% | +1.9% | −4.9% | +19.8% | −1.1% | −5.7% | +24.9% | −30.6pp |
| 2023 | −6.6% | +12.3% | +0.9% | +0.0% | −9.6% | +5.3% | −1.2% | −28.6% | −2.1% | −5.7% | +30.6% | +5.9% | −9.4% | +26.2% | −35.5pp |
| 2022 | +0.3% | +0.3% | +28.3% | −3.6% | +3.8% | −0.7% | +17.4% | −6.8% | +1.7% | +18.6% | −19.6% | +12.2% | +52.7% | −18.2% | +70.9pp |
| 2021 | −8.0% | +3.2% | +1.9% | +5.1% | −3.2% | −2.8% | +9.0% | +12.7% | −8.4% | +0.2% | −9.7% | +5.6% | +2.8% | +28.7% | −25.9pp |
| 2020 | −12.1% | −11.0% | −3.1% | −11.5% | +36.5% | +13.0% | +8.2% | +25.5% | −15.1% | −3.2% | +13.2% | −1.4% | +28.9% | +18.3% | +10.6pp |
| 2019 | −3.8% | −10.2% | +12.9% | +3.5% | +12.4% | +3.9% | −1.8% | −5.8% | +5.4% | +11.5% | −11.3% | −11.4% | +0.7% | +31.2% | −30.6pp |
| 2018 | −0.2% | +0.5% | −0.1% | +0.2% | −0.3% | +0.7% | −1.0% | −1.0% | +22.7% | +0.6% | +0.2% | −1.3% | +20.6% | −4.6% | +25.1pp |
| 2017 · part | — | — | — | −0.1% | +0.1% | −0.5% | −0.1% | −0.1% | +0.2% | −0.5% | +0.0% | +1.7% | +0.7% | +21.7% | −21.0pp |
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. IMXI 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 ⓘ | 9 | 9 | 9 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 22% | 56% | 67% | 40% | 50% | 40% | 40% | 33% | 56% | 56% | 56% | 56% |
| Median | −6.6% | +0.3% | +0.9% | −0.1% | −0.1% | −0.3% | −0.6% | −1.0% | +0.2% | +0.2% | +0.2% | +0.8% |
| Best | +0.7% | +12.3% | +28.3% | +5.1% | +36.5% | +13.0% | +17.4% | +61.3% | +22.7% | +18.6% | +30.6% | +12.2% |
| Worst | −12.1% | −19.0% | −17.6% | −11.5% | −11.2% | −8.5% | −10.9% | −28.6% | −15.1% | −5.7% | −19.6% | −11.4% |
| vs SPY ⓘ | −8.3pp | +0.4pp | +5.1pp | −0.9pp | −2.3pp | −1.8pp | −2.8pp | −2.7pp | −0.2pp | −0.7pp | −1.6pp | +1.0pp |
112 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
