| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IPDN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.6% | +2.6% | −4.2% | −32.5% | −7.2% | −4.7% | −51.9% | — | — | — | — | — | −71.0% | +7.5% | −78.6pp |
| 2025 | −22.0% | −23.1% | −16.3% | −41.0% | +6.1% | +115.3% | −42.9% | +246.6% | −44.7% | −13.2% | −40.2% | −40.6% | −77.2% | +17.7% | −94.9pp |
| 2024 | +28.1% | −20.0% | −14.4% | +2.8% | −72.3% | −9.1% | +4.1% | −4.9% | −3.4% | +86.4% | −8.9% | −33.1% | −75.4% | +24.9% | −100.3pp |
| 2023 | +144.0% | −51.5% | +81.2% | +1.6% | −15.3% | +16.5% | −31.5% | −14.4% | −1.9% | −36.7% | +16.0% | +8.0% | −1.9% | +26.2% | −28.1pp |
| 2022 | +4.5% | −8.8% | +8.6% | −10.6% | −4.6% | −17.6% | +12.4% | −7.3% | +4.7% | +9.0% | +7.7% | +13.7% | +6.0% | −18.2% | +24.2pp |
| 2021 | −13.9% | +24.2% | −15.2% | −25.5% | −18.9% | +13.4% | −13.7% | −8.6% | −0.8% | +7.1% | −23.7% | −5.2% | −62.3% | +28.7% | −91.0pp |
| 2020 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +214.3% | −63.6% | +7.2% | −13.8% | +0.9% | +51.5% | +76.2% | +184.6% | +18.3% | +166.3pp |
| 2019 | +20.0% | +21.2% | +120.8% | +7.2% | −17.4% | −11.7% | −27.0% | −4.4% | −19.4% | −9.2% | −28.9% | +0.0% | −9.0% | +31.2% | −40.2pp |
| 2018 | −4.9% | −10.8% | −19.0% | +0.4% | +12.1% | +20.9% | −14.7% | −3.4% | −9.5% | −13.3% | −30.4% | −41.9% | −75.6% | −4.6% | −71.0pp |
| 2017 | −9.6% | +33.7% | −27.3% | −13.5% | −0.1% | −17.0% | −24.4% | −11.7% | −16.8% | −30.1% | +79.0% | −14.4% | −62.5% | +21.7% | −84.3pp |
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. IPDN 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 ⓘ | 13 | 13 | 13 | 14 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 38% | 46% | 46% | 43% | 29% | 43% | 36% | 31% | 23% | 46% | 54% | 31% |
| Median | −4.9% | +0.0% | +0.0% | −5.3% | −5.9% | −6.9% | −14.2% | −4.9% | −8.0% | −8.9% | +2.0% | −5.2% |
| Best | +144.0% | +33.7% | +120.8% | +74.0% | +13.7% | +214.3% | +31.0% | +246.6% | +37.2% | +86.4% | +79.0% | +76.2% |
| Worst | −35.4% | −51.5% | −27.3% | −41.0% | −72.3% | −20.0% | −63.6% | −46.5% | −44.7% | −36.7% | −40.2% | −41.9% |
| vs SPY ⓘ | −8.7pp | +2.5pp | +2.4pp | −7.3pp | −7.9pp | −5.6pp | −17.2pp | −3.2pp | −6.6pp | −6.4pp | −1.0pp | −9.8pp |
160 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
