| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ITGR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.7% | −0.2% | +1.5% | +0.6% | +1.0% | +4.6% | +7.9% | — | — | — | — | — | +28.6% | +9.3% | +19.3pp |
| 2025 | +7.3% | −13.4% | −4.2% | +7.0% | −6.0% | +3.5% | −11.8% | −0.6% | −4.2% | −37.5% | +11.8% | +8.7% | −40.8% | +17.7% | −58.5pp |
| 2024 | +2.3% | +8.9% | +5.8% | −4.3% | +8.6% | −4.5% | +2.6% | +9.5% | −0.1% | −4.4% | +13.1% | −5.7% | +33.8% | +24.9% | +8.9pp |
| 2023 | −3.9% | +13.9% | +3.4% | +6.3% | −0.6% | +8.2% | +4.4% | −7.8% | −8.1% | +3.5% | +7.5% | +13.6% | +44.7% | +26.2% | +18.6pp |
| 2022 | −8.4% | +7.0% | −3.9% | −6.7% | +6.1% | −11.4% | −1.1% | −9.8% | −1.3% | +0.2% | +19.2% | −7.9% | −20.0% | −18.2% | −1.8pp |
| 2021 | −9.1% | +19.5% | +4.4% | +1.9% | −3.6% | +4.1% | +3.9% | +0.9% | −9.6% | +0.8% | −11.4% | +7.3% | +5.4% | +28.7% | −23.3pp |
| 2020 | +6.2% | +5.6% | −30.3% | +18.5% | +6.3% | −7.7% | −10.0% | +5.3% | −14.8% | −0.9% | +23.3% | +12.6% | +0.9% | +18.3% | −17.4pp |
| 2019 | +6.2% | +12.3% | −17.1% | −8.4% | +1.5% | +19.7% | +4.3% | −17.3% | +4.4% | +2.5% | −2.1% | +6.0% | +5.5% | +31.2% | −25.8pp |
| 2018 | +10.7% | +1.8% | +10.8% | −2.9% | +20.2% | −2.0% | +10.5% | +11.8% | +3.8% | −10.2% | +18.9% | −13.9% | +68.3% | −4.6% | +72.9pp |
| 2017 | +10.0% | +11.6% | +11.2% | −8.6% | +8.0% | +8.9% | +5.9% | +0.3% | +11.3% | −5.0% | −0.3% | −6.5% | +53.8% | +21.7% | +32.1pp |
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. ITGR 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 62% | 52% | 52% | 57% | 67% | 67% | 48% | 43% | 38% | 67% | 57% |
| Median | +2.3% | +2.0% | +1.5% | +0.2% | +1.5% | +4.0% | +1.2% | −0.2% | −0.7% | −4.4% | +7.5% | +3.5% |
| Best | +14.2% | +19.5% | +11.2% | +18.5% | +20.2% | +19.7% | +18.3% | +19.4% | +11.3% | +17.8% | +28.1% | +13.6% |
| Worst | −26.5% | −16.4% | −30.3% | −8.6% | −10.9% | −11.4% | −28.2% | −17.3% | −14.8% | −37.5% | −17.2% | −13.9% |
| vs SPY ⓘ | +1.3pp | +1.3pp | −0.1pp | −1.2pp | +0.1pp | +3.0pp | +1.1pp | −2.1pp | −3.0pp | −3.5pp | +3.6pp | +2.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
