| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ITIC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | −11.0% | −5.7% | +8.9% | −0.9% | +16.6% | +8.4% | — | — | — | — | — | +19.1% | +7.5% | +11.5pp |
| 2025 | −4.8% | +5.3% | +1.8% | −4.1% | +1.2% | −9.5% | −0.0% | +17.5% | +8.1% | −3.4% | +7.9% | −7.4% | +9.7% | +17.7% | −8.0pp |
| 2024 | +3.2% | −7.1% | +5.3% | −1.7% | +14.8% | −1.9% | +18.2% | +5.8% | +2.2% | +0.6% | +23.9% | −13.0% | +55.0% | +24.9% | +30.1pp |
| 2023 | +9.8% | +0.8% | −7.3% | −1.5% | −10.9% | +10.5% | +7.2% | −7.8% | +2.9% | −2.9% | +8.3% | +7.2% | +14.3% | +26.2% | −11.9pp |
| 2022 | +1.4% | −4.2% | +6.3% | −7.7% | −11.6% | −5.1% | −5.0% | −0.8% | −4.3% | +4.2% | +6.9% | −3.9% | −22.8% | −18.2% | −4.6pp |
| 2021 | −6.5% | +6.1% | +9.7% | +6.3% | +0.8% | −1.5% | −4.6% | +15.5% | −4.8% | +6.1% | +21.0% | −8.7% | +41.0% | +28.7% | +12.3pp |
| 2020 | −0.9% | +3.9% | −21.6% | +4.6% | −5.8% | −3.4% | −5.1% | +18.6% | −4.4% | +2.7% | +38.6% | −10.0% | +5.7% | +18.3% | −12.6pp |
| 2019 | −2.2% | −1.3% | −7.1% | +7.0% | −8.6% | +8.4% | −1.7% | −10.1% | +8.8% | −5.2% | +11.2% | −0.7% | −4.4% | +31.2% | −35.6pp |
| 2018 | −1.9% | −1.0% | +4.1% | −2.6% | −5.0% | +0.0% | +3.6% | +1.6% | −13.5% | +8.4% | +8.4% | −5.1% | −5.0% | −4.6% | −0.4pp |
| 2017 | −23.2% | +13.3% | +15.0% | +12.7% | +4.6% | +4.0% | −8.7% | −0.1% | +1.8% | +5.9% | +7.4% | −1.3% | +27.9% | +21.7% | +6.2pp |
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. ITIC 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 ⓘ | 52% | 48% | 62% | 62% | 52% | 43% | 43% | 57% | 57% | 62% | 71% | 43% |
| Median | +0.6% | −0.2% | +0.9% | +0.4% | +0.8% | −0.9% | −1.7% | +0.6% | +1.5% | +0.7% | +7.4% | −0.7% |
| Best | +13.2% | +24.9% | +15.0% | +12.7% | +20.7% | +16.6% | +18.2% | +18.6% | +12.0% | +12.2% | +38.6% | +28.2% |
| Worst | −23.2% | −17.7% | −21.6% | −7.7% | −11.6% | −11.7% | −10.1% | −13.4% | −13.5% | −5.6% | −18.2% | −13.0% |
| vs SPY ⓘ | +1.4pp | −1.8pp | −0.1pp | −1.5pp | −3.0pp | +0.6pp | −2.4pp | +2.8pp | +2.0pp | −0.6pp | +2.4pp | −0.1pp |
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.
