| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.5% | +16.4% | −15.6% | +12.1% | +16.1% | −2.5% | +2.8% | — | — | — | — | — | +33.9% | +7.5% | +26.3pp |
| 2025 | −0.4% | −3.4% | +4.2% | −4.0% | +6.0% | +5.9% | +0.1% | +14.9% | +0.8% | −6.2% | +11.7% | +6.8% | +40.2% | +17.7% | +22.5pp |
| 2024 | +2.3% | +10.1% | +6.5% | −6.9% | +6.7% | +1.7% | +8.7% | +3.4% | −5.6% | −8.5% | +6.3% | −5.8% | +17.7% | +24.9% | −7.2pp |
| 2023 | +9.2% | +1.7% | −8.2% | +3.9% | −1.1% | +8.1% | +5.7% | −3.6% | +1.1% | −2.4% | −0.2% | +2.1% | +16.0% | +26.2% | −10.2pp |
| 2022 | +1.9% | −4.9% | +1.3% | −9.1% | +4.9% | −11.6% | +5.5% | −7.2% | −14.2% | +3.6% | +10.2% | −0.2% | −20.9% | −18.2% | −2.7pp |
| 2021 | +4.7% | +5.5% | −0.7% | −4.7% | +9.0% | −3.9% | +3.8% | +6.6% | +0.9% | +4.8% | −0.3% | +3.2% | +31.6% | +28.7% | +2.9pp |
| 2020 | +1.7% | −5.8% | −26.0% | +0.1% | +11.6% | −6.7% | −12.4% | +15.1% | +0.7% | −6.0% | +25.9% | +4.4% | −7.3% | +18.3% | −25.6pp |
| 2019 | +5.2% | −3.6% | −0.9% | −2.5% | +0.5% | +6.3% | −4.7% | +3.5% | +1.7% | +4.4% | +4.8% | +1.5% | +16.6% | +31.2% | −14.6pp |
| 2018 | +11.2% | −5.7% | +1.1% | −2.1% | −5.1% | −5.4% | +2.6% | −1.4% | +1.4% | −0.2% | +0.1% | −11.6% | −15.6% | −4.6% | −11.0pp |
| 2017 | −3.2% | +3.9% | −5.0% | +3.0% | +3.1% | −1.3% | +6.3% | −2.8% | +0.5% | +6.0% | +0.5% | −1.7% | +8.9% | +21.7% | −12.8pp |
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. IX 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% | 52% | 43% | 57% | 62% | 38% | 81% | 43% | 71% | 67% | 52% | 43% |
| Median | +1.9% | +1.1% | −0.6% | +3.0% | +2.2% | −2.5% | +4.3% | −1.5% | +1.1% | +3.6% | +0.1% | −1.1% |
| Best | +16.3% | +22.9% | +66.7% | +41.9% | +34.7% | +8.7% | +11.1% | +16.7% | +20.0% | +18.1% | +25.9% | +18.4% |
| Worst | −23.2% | −54.7% | −26.0% | −9.1% | −16.4% | −23.8% | −12.4% | −18.3% | −20.3% | −17.4% | −39.0% | −16.5% |
| vs SPY ⓘ | +1.7pp | −0.2pp | −2.7pp | −0.3pp | +0.9pp | −1.8pp | +1.8pp | −2.0pp | +0.8pp | +1.1pp | −1.3pp | −2.4pp |
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.
