| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IYM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.6% | +10.7% | −6.5% | +3.2% | +1.8% | −2.6% | −1.5% | — | — | — | — | — | +15.4% | +7.5% | +7.9pp |
| 2025 | +6.0% | +0.4% | −2.2% | −3.0% | +3.0% | +4.4% | +0.4% | +6.0% | −0.2% | −3.8% | +4.8% | +3.5% | +20.4% | +17.7% | +2.7pp |
| 2024 | −3.7% | +4.0% | +7.0% | −4.5% | +3.5% | −3.8% | +3.1% | +1.4% | +3.0% | −3.1% | +1.6% | −11.7% | −4.5% | +24.9% | −29.4pp |
| 2023 | +11.4% | −2.6% | −1.7% | −1.3% | −7.7% | +10.7% | +4.2% | −3.5% | −5.0% | −3.2% | +7.8% | +5.4% | +12.8% | +26.2% | −13.3pp |
| 2022 | −6.5% | +4.4% | +9.6% | −5.9% | +0.6% | −16.4% | +5.7% | −3.2% | −9.7% | +9.6% | +11.6% | −5.1% | −9.1% | −18.2% | +9.0pp |
| 2021 | −2.0% | +4.2% | +8.8% | +4.3% | +6.2% | −6.0% | +2.1% | +0.0% | −6.0% | +7.3% | −2.1% | +7.7% | +25.6% | +28.7% | −3.1pp |
| 2020 | −7.5% | −8.5% | −16.1% | +17.1% | +8.0% | +2.4% | +8.4% | +3.5% | −1.0% | −1.5% | +13.4% | +3.2% | +17.9% | +18.3% | −0.5pp |
| 2019 | +6.0% | +3.4% | −0.2% | +2.8% | −9.8% | +12.7% | −1.3% | −4.5% | +3.6% | −0.0% | +3.5% | +3.3% | +19.2% | +31.2% | −12.0pp |
| 2018 | +3.8% | −5.1% | −4.3% | +1.4% | +2.3% | −0.1% | +3.3% | −0.8% | −2.6% | −10.0% | +2.4% | −7.1% | −16.6% | −4.6% | −12.1pp |
| 2017 | +4.5% | +1.8% | +1.0% | +0.2% | −1.0% | +1.6% | +2.5% | +1.2% | +3.9% | +3.8% | +0.7% | +2.5% | +24.8% | +21.7% | +3.1pp |
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. IYM 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.
