| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ITMSF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.4% | −19.2% | +6.7% | +25.0% | −40.7% | −10.8% | −2.7% | — | — | — | — | — | −47.1% | +7.5% | −54.6pp |
| 2025 | −0.6% | −10.7% | −10.7% | +16.4% | +8.3% | −6.5% | +55.7% | −6.5% | −7.8% | −6.1% | −1.0% | −31.0% | −19.5% | +17.7% | −37.2pp |
| 2024 | +42.0% | −7.6% | −14.5% | −18.2% | −3.1% | −14.3% | +33.3% | +35.8% | +8.9% | +25.4% | +43.8% | +32.0% | +257.8% | +24.9% | +232.9pp |
| 2023 | +43.8% | +0.8% | −26.4% | −10.9% | −4.9% | +23.1% | +6.1% | −19.5% | −12.2% | +5.6% | −1.3% | +26.0% | +9.6% | +26.2% | −16.6pp |
| 2022 | −16.5% | −0.2% | −7.7% | −14.7% | −0.3% | −7.2% | −2.7% | −12.1% | +26.5% | −10.0% | +16.7% | +2.6% | −29.3% | −18.2% | −11.2pp |
| 2021 | −14.5% | +36.0% | +30.9% | −15.8% | −18.2% | +38.1% | +13.5% | −13.5% | −5.9% | −16.7% | +0.7% | −3.5% | +8.4% | +28.7% | −20.3pp |
| 2020 | +47.0% | −36.3% | −8.4% | −11.7% | −17.9% | +145.5% | +207.4% | −15.5% | +11.9% | −4.7% | −18.4% | −7.7% | +218.1% | +18.3% | +199.8pp |
| 2019 | +15.0% | −13.7% | +20.0% | +58.3% | −19.5% | −1.4% | +58.1% | −24.5% | −17.2% | +0.6% | +26.7% | −6.9% | +75.5% | +31.2% | +44.3pp |
| 2018 | +836.2% | −15.5% | −11.1% | −1.7% | +7.4% | −17.8% | +14.3% | −4.7% | −0.9% | −6.3% | −54.1% | −24.2% | +114.5% | −4.6% | +119.0pp |
| 2017 | +3.7% | +35.9% | −14.3% | +16.7% | −14.3% | +0.0% | +0.0% | +33.3% | −25.0% | −4.3% | −12.9% | −6.0% | −5.4% | +21.7% | −27.1pp |
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. ITMSF 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.
