| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.3% | −23.1% | −15.6% | −12.6% | −3.4% | −8.8% | +18.3% | — | — | — | — | — | −35.9% | +7.5% | −43.5pp |
| 2025 | +8.0% | −4.1% | +8.7% | −18.6% | −13.0% | +10.6% | +4.0% | +44.0% | −3.4% | −9.8% | −5.2% | −12.3% | −4.5% | +17.7% | −22.2pp |
| 2024 | −31.4% | +10.1% | +14.6% | +14.7% | −4.5% | −20.7% | −9.3% | −35.4% | +33.0% | −8.7% | −17.2% | −6.9% | −58.8% | +24.9% | −83.7pp |
| 2023 | +26.4% | +15.4% | −5.8% | −16.2% | −33.4% | +31.5% | +18.7% | −20.5% | −6.0% | −1.7% | −3.6% | +8.7% | −7.9% | +26.2% | −34.1pp |
| 2022 | −10.5% | +1.5% | +9.7% | −21.6% | +15.2% | +2.4% | −9.0% | −4.2% | −26.0% | −25.5% | +47.0% | +78.5% | +16.2% | −18.2% | +34.4pp |
| 2021 | +25.0% | +15.9% | −34.4% | −11.5% | −3.1% | +9.3% | −28.4% | −18.8% | −11.4% | +3.1% | −24.6% | −26.9% | −73.9% | +28.7% | −102.6pp |
| 2020 | +5.4% | +0.9% | −20.6% | −4.7% | −2.2% | +39.8% | −9.0% | +2.6% | +4.3% | +9.4% | −9.5% | −21.8% | −17.2% | +18.3% | −35.5pp |
| 2019 | +35.3% | +35.0% | −11.9% | −7.6% | −17.5% | +13.3% | −10.0% | −1.6% | −11.8% | +8.1% | +9.9% | +10.2% | +42.0% | +31.2% | +10.7pp |
| 2018 · part | — | — | — | +15.9% | +40.3% | +27.7% | −0.9% | −9.7% | −6.3% | −27.4% | +3.4% | −26.8% | −4.4% | −4.6% | +0.2pp |
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. IQ 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.
