| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INDL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.8% | +1.4% | −20.8% | +10.6% | −4.0% | +2.6% | +0.5% | — | — | — | — | — | −19.8% | +9.3% | −29.2pp |
| 2025 | −6.7% | −11.8% | +13.7% | +7.1% | +2.0% | +4.3% | −11.1% | −3.1% | −0.2% | +6.8% | +2.0% | −3.0% | −3.2% | +17.7% | −20.9pp |
| 2024 | +3.5% | +4.5% | +1.0% | +2.5% | +1.5% | +9.3% | +5.3% | +0.1% | +2.2% | −12.8% | −0.9% | −7.0% | +7.6% | +24.9% | −17.3pp |
| 2023 | −4.5% | −10.7% | +2.1% | +8.2% | +2.2% | +9.6% | +4.2% | −4.4% | +0.7% | −4.9% | +12.2% | +11.7% | +26.1% | +26.2% | −0.1pp |
| 2022 | −0.0% | −9.5% | +2.8% | −4.6% | −10.3% | −10.6% | +16.9% | +1.1% | −10.7% | +6.4% | +9.0% | −11.5% | −22.9% | −18.2% | −4.7pp |
| 2021 | −5.6% | +8.9% | +4.9% | −5.7% | +16.1% | −0.2% | +1.6% | +18.1% | −0.2% | +0.5% | −5.7% | +4.8% | +40.3% | +28.7% | +11.5pp |
| 2020 | −6.4% | −19.6% | −73.5% | +32.3% | −0.7% | +14.3% | +39.4% | +6.5% | +3.2% | −2.4% | +17.1% | +21.2% | −36.4% | +18.3% | −54.8pp |
| 2019 | −5.6% | −2.5% | +24.1% | +1.3% | +1.5% | −3.6% | −19.0% | −9.3% | +11.1% | +9.0% | −2.5% | +5.3% | +3.2% | +31.2% | −28.1pp |
| 2018 | +9.7% | −24.0% | −3.8% | +6.4% | −11.7% | −4.1% | +21.5% | −0.8% | −25.8% | −22.4% | +33.4% | −1.7% | −34.3% | −4.6% | −29.7pp |
| 2017 | +17.4% | +14.2% | +18.9% | +4.6% | +3.4% | −3.7% | +22.3% | −3.6% | −11.5% | +22.1% | −4.5% | +12.8% | +128.0% | +21.7% | +106.3pp |
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. INDL 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 ⓘ | 16 | 16 | 16 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 38% | 44% | 63% | 53% | 53% | 59% | 59% | 38% | 50% | 63% | 38% | 56% |
| Median | −5.1% | −3.2% | +2.4% | +1.3% | +1.2% | +4.3% | +1.6% | −2.0% | +0.3% | +0.4% | −3.0% | +1.7% |
| Best | +62.1% | +14.2% | +40.9% | +32.3% | +31.5% | +24.5% | +39.4% | +18.1% | +36.1% | +24.5% | +33.4% | +21.2% |
| Worst | −23.1% | −24.0% | −73.5% | −20.0% | −29.9% | −18.1% | −19.0% | −33.4% | −25.8% | −22.4% | −19.7% | −28.2% |
| vs SPY ⓘ | −5.5pp | −6.2pp | −1.0pp | +0.1pp | −4.3pp | +3.1pp | +0.9pp | −2.5pp | +2.3pp | −0.8pp | −6.2pp | +1.3pp |
196 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
