| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IQST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.1% | −17.5% | −32.3% | −9.4% | −18.1% | −1.7% | −8.6% | — | — | — | — | — | −63.6% | +9.3% | −72.9pp |
| 2025 | −37.3% | −11.7% | −9.6% | −12.7% | −6.2% | −1.3% | −6.1% | −26.3% | −3.1% | −12.5% | −26.4% | −30.5% | −87.9% | +17.7% | −105.6pp |
| 2024 | +26.8% | +24.6% | +64.5% | −19.2% | −15.9% | −4.2% | −14.4% | −17.2% | −9.4% | +16.6% | +1.6% | +55.4% | +100.0% | +24.9% | +75.1pp |
| 2023 | −0.1% | −2.6% | −19.4% | −18.6% | −23.7% | +47.8% | +147.4% | −51.4% | +35.0% | −9.3% | −9.7% | −15.3% | −18.9% | +26.2% | −45.1pp |
| 2022 | −26.6% | −28.6% | +35.3% | −24.5% | −19.9% | −7.3% | −13.5% | +12.5% | −26.4% | −9.4% | +20.9% | −36.3% | −80.1% | −18.2% | −61.9pp |
| 2021 | +78.0% | +300.8% | −34.0% | −18.3% | −20.8% | +13.1% | −27.2% | +19.4% | −22.1% | −7.5% | +7.6% | +101.0% | +365.7% | +28.7% | +337.0pp |
| 2020 | +52.9% | +146.2% | −62.4% | +6.5% | +9.4% | +18.2% | −19.8% | +10.7% | −4.1% | +31.9% | −8.7% | +135.2% | +369.9% | +18.3% | +351.6pp |
| 2019 | −56.9% | +57.6% | +0.4% | +0.0% | +2.1% | +0.0% | +0.0% | −56.6% | +88.7% | −45.0% | +0.0% | −96.1% | −98.8% | +31.2% | −130.0pp |
| 2018 · part | — | — | — | — | — | — | — | — | +20.0% | −37.0% | −18.0% | +125.8% | +40.0% | −4.6% | +44.6pp |
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. IQST is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 38% | 50% | 38% | 13% | 25% | 38% | 13% | 43% | 38% | 25% | 38% | 50% |
| Median | −1.1% | +11.0% | −14.5% | −15.5% | −17.0% | −0.7% | −11.0% | −17.2% | −3.6% | −9.3% | −4.4% | +20.1% |
| Best | +78.0% | +300.8% | +64.5% | +6.5% | +9.4% | +47.8% | +147.4% | +19.4% | +88.7% | +31.9% | +20.9% | +135.2% |
| Worst | −56.9% | −28.6% | −62.4% | −24.5% | −23.7% | −7.3% | −27.2% | −56.6% | −26.4% | −45.0% | −26.4% | −96.1% |
| vs SPY ⓘ | −5.0pp | +9.7pp | −13.6pp | −15.5pp | −20.5pp | +0.1pp | −12.0pp | −19.6pp | −3.5pp | −14.7pp | −11.6pp | +19.0pp |
95 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
