| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IPXHY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.5% | +9.2% | +21.3% | −11.6% | −14.4% | −9.8% | +10.2% | — | — | — | — | — | +12.0% | +7.5% | +4.5pp |
| 2025 | −4.8% | +6.3% | +9.9% | −10.6% | +7.5% | +6.6% | +1.6% | +19.3% | +5.9% | +2.6% | +14.5% | −5.2% | +63.1% | +17.7% | +45.4pp |
| 2024 | +1.5% | −1.9% | +14.2% | −1.4% | +2.6% | −4.3% | +5.4% | −5.2% | −8.2% | −2.4% | −0.5% | −2.3% | −4.1% | +24.9% | −29.0pp |
| 2023 | +2.3% | −3.6% | +0.7% | +3.1% | −5.1% | +5.6% | +18.1% | +7.7% | +8.1% | −3.9% | −5.2% | −2.7% | +25.1% | +26.2% | −1.1pp |
| 2022 | +16.5% | −0.2% | +14.1% | +2.6% | +7.5% | −16.8% | +6.9% | −0.4% | −18.3% | +8.1% | +10.6% | −3.9% | +21.8% | −18.2% | +40.0pp |
| 2021 | +5.0% | +28.2% | −3.6% | −3.4% | +1.5% | +8.9% | −6.1% | −1.8% | +15.1% | +4.2% | −1.5% | +7.6% | +62.1% | +28.7% | +33.4pp |
| 2020 | −11.0% | −10.3% | −33.9% | +16.4% | +7.6% | −11.1% | +2.0% | +1.3% | −15.4% | −11.6% | +18.2% | −2.5% | −47.7% | +18.3% | −66.1pp |
| 2019 | +8.3% | +2.4% | −1.9% | +0.6% | −16.8% | +13.3% | −3.0% | −2.2% | +7.8% | −0.4% | +4.5% | +7.9% | +18.5% | +31.2% | −12.7pp |
| 2018 | +5.0% | −7.5% | +1.6% | +4.4% | −13.8% | −6.2% | +4.6% | −0.2% | +14.7% | −8.5% | −9.0% | −15.8% | −30.1% | −4.6% | −25.6pp |
| 2017 | −1.3% | +0.6% | −0.2% | −3.1% | −4.8% | +6.8% | +0.1% | −0.2% | +9.3% | +0.2% | +6.1% | +10.8% | +25.5% | +21.7% | +3.8pp |
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. IPXHY 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.
