| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KDDIY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.8% | +1.3% | +0.9% | −4.6% | +4.8% | −2.0% | +13.4% | — | — | — | — | — | +10.4% | +9.3% | +1.1pp |
| 2025 | +4.4% | −1.8% | −1.8% | +12.6% | −2.5% | −1.2% | −4.0% | +5.2% | −8.2% | +0.4% | +8.1% | +0.6% | +10.6% | +17.7% | −7.2pp |
| 2024 | +4.7% | −8.5% | −2.2% | −6.6% | −0.3% | −3.9% | +13.6% | +12.7% | −4.4% | −2.3% | +6.0% | −3.7% | +2.3% | +24.9% | −22.5pp |
| 2023 | +3.4% | −6.4% | +5.4% | +1.3% | −1.3% | +0.4% | −4.8% | +0.3% | +3.7% | −2.2% | +4.1% | +1.0% | +4.2% | +26.2% | −21.9pp |
| 2022 | +8.8% | +1.7% | +0.8% | +2.0% | +4.1% | −9.2% | +1.5% | −4.6% | −3.9% | +0.3% | +1.3% | +1.5% | +3.1% | −18.2% | +21.3pp |
| 2021 | −0.9% | +6.5% | −1.1% | −2.5% | +12.8% | −8.6% | −1.5% | −0.4% | +7.4% | −7.3% | −4.8% | +1.1% | −1.3% | +28.7% | −30.0pp |
| 2020 | +2.1% | −7.9% | +4.3% | −1.9% | +1.5% | +2.4% | +5.9% | −8.0% | −13.7% | +8.7% | +3.7% | +5.1% | −0.3% | +18.3% | −18.7pp |
| 2019 | +4.6% | −2.8% | −11.0% | +8.5% | +9.8% | −0.5% | +2.7% | +1.9% | −1.8% | +5.5% | +4.1% | +3.9% | +25.7% | +31.2% | −5.6pp |
| 2018 | +4.2% | −5.1% | +4.7% | +4.6% | +0.5% | +1.1% | +2.0% | −5.4% | +4.5% | −14.8% | −0.5% | +1.8% | −4.2% | −4.6% | +0.4pp |
| 2017 | +5.5% | −2.5% | +1.2% | +0.6% | +4.8% | −5.0% | +0.3% | +2.0% | −2.4% | +1.7% | +5.9% | −12.7% | −2.2% | +21.7% | −23.9pp |
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. KDDIY 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 18 | 17 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 56% | 50% | 50% | 61% | 61% | 61% | 78% | 47% | 47% | 59% | 65% | 53% |
| Median | +2.7% | −0.6% | −0.2% | +1.0% | +1.1% | +0.6% | +1.7% | −0.3% | −1.0% | +0.4% | +3.7% | +0.4% |
| Best | +12.5% | +14.8% | +10.7% | +16.8% | +15.5% | +14.9% | +13.6% | +12.7% | +8.6% | +12.0% | +15.8% | +5.1% |
| Worst | −10.6% | −26.1% | −11.0% | −8.3% | −7.2% | −9.2% | −5.1% | −14.0% | −13.7% | −14.8% | −13.3% | −12.7% |
| vs SPY ⓘ | +0.9pp | −1.0pp | −1.7pp | +0.5pp | −0.2pp | +0.4pp | −1.7pp | +1.7pp | −1.7pp | −0.6pp | −2.4pp | −2.9pp |
211 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
