| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INVE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.5% | −5.1% | +17.5% | +28.1% | −13.5% | −38.5% | +0.8% | — | — | — | — | — | −33.9% | +7.5% | −41.4pp |
| 2025 | −5.5% | +6.1% | −13.1% | +4.1% | −1.5% | −0.3% | +11.3% | +1.9% | −6.8% | +15.9% | −15.7% | +13.9% | +4.9% | +17.7% | −12.8pp |
| 2024 | −5.1% | +10.0% | −7.9% | −36.4% | −13.7% | −1.1% | −9.1% | −14.3% | +5.4% | +0.3% | +12.4% | −8.0% | −55.6% | +24.9% | −80.5pp |
| 2023 | +20.4% | −19.5% | −12.5% | −10.4% | +32.2% | +15.7% | −8.3% | +7.1% | +2.2% | −27.8% | +13.6% | +19.1% | +13.8% | +26.2% | −12.4pp |
| 2022 | −31.3% | +8.5% | −22.9% | −24.6% | +4.9% | −9.5% | +16.9% | +10.2% | −16.0% | −3.9% | −30.7% | −13.3% | −74.3% | −18.2% | −56.1pp |
| 2021 | −4.9% | +37.9% | +2.9% | +39.2% | −2.3% | +9.1% | −4.2% | +9.1% | +6.1% | +1.7% | +20.0% | +22.4% | +231.1% | +28.7% | +202.3pp |
| 2020 | −16.0% | −3.4% | −26.2% | −5.6% | +31.0% | +22.0% | +0.4% | +20.5% | +1.5% | +4.3% | +5.5% | +23.4% | +50.7% | +18.3% | +32.4pp |
| 2019 | +48.1% | +4.4% | −9.4% | +2.2% | −7.8% | +7.8% | −7.0% | +1.9% | +8.5% | −7.2% | +11.3% | +3.9% | +56.7% | +31.2% | +25.4pp |
| 2018 | +10.8% | +4.6% | −3.4% | −10.2% | +23.5% | −6.7% | +22.0% | +28.6% | −1.8% | −1.9% | −9.7% | −31.8% | +7.8% | −4.6% | +12.4pp |
| 2017 | +9.1% | +42.9% | +42.3% | −18.7% | −3.7% | −5.1% | −2.7% | −3.9% | −5.5% | −30.0% | −2.2% | +5.0% | +5.0% | +21.7% | −16.7pp |
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. INVE 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.
