| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ISTR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.5% | −0.8% | −3.0% | +1.6% | +2.0% | +6.4% | −0.4% | — | — | — | — | — | +12.5% | +9.3% | +3.2pp |
| 2025 | −13.2% | −1.8% | −5.4% | +8.6% | −0.6% | +2.2% | +12.3% | +8.0% | −0.5% | +2.4% | +4.4% | +8.2% | +24.2% | +17.7% | +6.5pp |
| 2024 | +20.1% | −10.9% | +3.2% | +2.0% | −5.0% | −2.8% | +20.9% | +0.6% | +4.8% | +7.6% | +14.1% | −7.4% | +50.7% | +24.9% | +25.8pp |
| 2023 | −3.2% | −5.5% | −28.7% | −3.9% | −18.0% | +11.0% | +22.6% | −11.8% | −18.4% | −10.5% | +16.1% | +36.3% | −28.6% | +26.2% | −54.8pp |
| 2022 | +4.4% | +5.9% | −5.8% | +3.2% | +12.2% | −0.5% | +0.2% | −1.6% | −7.4% | +8.2% | +2.8% | −2.3% | +19.0% | −18.2% | +37.2pp |
| 2021 | −2.5% | +19.0% | +7.4% | +7.6% | +2.1% | +1.7% | −4.1% | +2.5% | −1.7% | −15.1% | −4.2% | +3.2% | +13.0% | +28.7% | −15.8pp |
| 2020 | −7.9% | −3.4% | −40.2% | −1.2% | +4.0% | +11.1% | −7.7% | +2.0% | −5.7% | +9.3% | +16.6% | +2.1% | −29.8% | +18.3% | −48.2pp |
| 2019 | −7.0% | +5.6% | −6.7% | +2.8% | +2.6% | −0.2% | +1.3% | −3.7% | +2.5% | +4.5% | +0.8% | −3.8% | −2.3% | +31.2% | −33.5pp |
| 2018 | +4.9% | −3.6% | +6.2% | −1.4% | +7.5% | +1.1% | −2.9% | +2.4% | −2.2% | −2.7% | −3.7% | −1.1% | +3.7% | −4.6% | +8.3pp |
| 2017 | +0.5% | +7.5% | +8.8% | +1.6% | −1.3% | +4.4% | −1.1% | −2.9% | +9.5% | −3.6% | +1.1% | +2.8% | +29.6% | +21.7% | +7.9pp |
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. ISTR 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 50% | 42% | 50% | 67% | 58% | 58% | 50% | 58% | 33% | 67% | 75% | 58% |
| Median | −1.0% | −1.3% | −0.4% | +1.8% | +1.7% | +1.4% | −0.1% | +0.7% | −1.6% | +3.6% | +3.6% | +1.4% |
| Best | +20.1% | +19.0% | +18.1% | +8.6% | +12.2% | +11.1% | +22.6% | +8.0% | +9.5% | +9.3% | +16.6% | +36.3% |
| Worst | −13.2% | −10.9% | −40.2% | −8.0% | −18.0% | −2.8% | −7.7% | −11.8% | −18.4% | −15.1% | −4.2% | −7.4% |
| vs SPY ⓘ | −1.4pp | +0.1pp | +0.0pp | −0.4pp | −1.8pp | +0.8pp | −1.7pp | −1.2pp | +0.7pp | +1.2pp | +1.1pp | +1.3pp |
144 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
