| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IOR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.6% | +4.4% | −2.4% | −2.4% | +0.6% | +2.4% | +15.5% | — | — | — | — | — | +21.3% | +7.5% | +13.8pp |
| 2025 | −2.6% | −1.9% | +1.7% | +0.0% | +5.7% | +2.2% | −1.1% | −2.7% | −1.2% | −1.1% | +0.6% | −2.0% | −2.5% | +17.7% | −20.2pp |
| 2024 | +4.5% | +15.7% | +3.3% | +1.6% | −4.1% | −0.3% | +3.4% | +0.1% | +4.0% | −2.9% | −5.7% | +12.4% | +34.3% | +24.9% | +9.4pp |
| 2023 | +3.2% | −6.3% | −2.0% | −0.3% | −3.1% | +4.4% | +2.4% | +3.8% | −8.6% | +4.0% | +12.1% | +3.1% | +11.6% | +26.2% | −14.6pp |
| 2022 | −3.4% | +35.2% | −20.3% | −0.5% | +3.6% | +0.1% | −9.3% | +2.0% | +5.3% | −2.4% | −1.5% | −0.1% | +0.5% | −18.2% | +18.7pp |
| 2021 | −2.9% | +3.3% | −2.0% | +10.7% | −2.8% | +6.9% | −1.6% | −2.5% | −9.4% | +15.9% | −2.5% | −5.1% | +5.4% | +28.7% | −23.4pp |
| 2020 | −4.2% | −3.2% | −16.0% | −9.6% | +12.7% | +6.0% | +10.7% | −2.9% | −0.9% | −1.3% | +0.7% | −3.7% | −14.1% | +18.3% | −32.4pp |
| 2019 | −1.2% | +2.8% | +4.9% | −3.2% | +4.6% | +12.2% | −2.7% | +3.5% | −3.2% | +2.8% | −10.3% | +13.8% | +23.7% | +31.2% | −7.5pp |
| 2018 | −1.7% | −11.0% | +20.6% | +6.0% | +11.6% | −3.5% | −1.9% | −8.2% | −2.0% | −1.6% | −3.8% | −4.4% | −3.7% | −4.6% | +0.8pp |
| 2017 | +21.4% | +8.3% | −8.9% | +0.5% | −2.5% | +9.7% | +7.4% | −8.8% | −1.8% | +7.8% | −3.2% | +17.4% | +51.8% | +21.7% | +30.1pp |
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. IOR 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 60% | 40% | 40% | 60% | 80% | 50% | 40% | 20% | 50% | 30% | 50% |
| Median | −1.4% | +3.0% | −2.0% | −0.1% | +2.1% | +3.4% | +0.6% | −1.6% | −1.5% | +0.9% | −2.8% | +0.7% |
| Best | +21.4% | +35.2% | +20.6% | +10.7% | +12.7% | +12.2% | +15.5% | +3.8% | +5.3% | +15.9% | +12.1% | +17.4% |
| Worst | −4.2% | −11.0% | −20.3% | −9.6% | −4.1% | −3.5% | −9.3% | −8.8% | −9.4% | −2.9% | −10.3% | −5.1% |
| vs SPY ⓘ | −2.5pp | +2.4pp | −1.7pp | +0.2pp | −2.0pp | +3.9pp | −2.1pp | −3.5pp | −3.2pp | +3.3pp | −6.6pp | +1.9pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
