| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KIM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | +11.7% | −3.5% | +5.2% | +1.9% | +6.4% | +2.6% | — | — | — | — | — | +31.2% | +7.5% | +23.6pp |
| 2025 | −4.2% | −1.6% | −2.8% | −5.9% | +6.4% | +0.1% | +1.0% | +5.9% | −1.8% | −5.4% | +0.0% | −0.6% | −9.3% | +17.7% | −27.0pp |
| 2024 | −5.2% | −2.2% | +0.5% | −5.0% | +3.9% | +1.8% | +11.7% | +7.0% | +0.9% | +2.2% | +7.8% | −7.5% | +15.0% | +24.9% | −9.9pp |
| 2023 | +6.0% | −8.2% | −4.1% | −1.7% | −4.2% | +8.6% | +2.7% | −6.5% | −6.0% | +2.0% | +7.7% | +12.1% | +6.1% | +26.2% | −20.1pp |
| 2022 | −1.6% | −3.0% | +5.8% | +2.6% | −6.6% | −15.7% | +11.8% | −4.7% | −11.8% | +16.1% | +7.2% | −6.6% | −10.8% | −18.2% | +7.4pp |
| 2021 | +10.0% | +11.0% | +3.2% | +12.0% | +1.5% | −1.4% | +2.3% | +2.2% | −4.0% | +8.9% | −0.8% | +10.7% | +69.5% | +28.7% | +40.7pp |
| 2020 | −8.0% | −8.9% | −44.3% | +16.2% | +1.8% | +15.6% | −13.2% | +7.5% | −5.3% | −8.9% | +40.7% | +5.1% | −23.9% | +18.3% | −42.3pp |
| 2019 | +16.1% | +3.4% | +5.2% | −4.6% | +0.1% | +6.2% | +5.5% | −4.3% | +13.6% | +4.7% | +0.3% | −2.9% | +49.7% | +31.2% | +18.5pp |
| 2018 | −12.3% | −6.0% | −3.7% | +2.8% | +6.5% | +9.9% | −0.1% | +2.5% | −2.2% | −2.2% | +1.6% | −8.7% | −13.3% | −4.6% | −8.7pp |
| 2017 | −1.1% | −2.6% | −8.9% | −7.0% | −13.6% | +4.6% | +11.6% | −2.8% | −0.4% | −5.8% | +2.0% | −0.5% | −23.7% | +21.7% | −45.4pp |
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. KIM 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 ⓘ | 57% | 48% | 52% | 57% | 38% | 57% | 76% | 52% | 38% | 52% | 48% | 48% |
| Median | +2.8% | −1.6% | +0.5% | +1.8% | −0.6% | +0.3% | +3.1% | +2.2% | −0.5% | +2.0% | +0.0% | −0.3% |
| Best | +16.1% | +11.7% | +16.0% | +68.0% | +6.5% | +15.6% | +12.1% | +27.5% | +13.6% | +17.6% | +40.7% | +32.5% |
| Worst | −21.3% | −38.5% | −44.3% | −9.4% | −13.6% | −17.8% | −13.2% | −11.2% | −15.1% | −38.1% | −37.3% | −8.7% |
| vs SPY ⓘ | +2.5pp | −0.3pp | −0.9pp | −1.8pp | −1.9pp | −1.7pp | +2.3pp | −0.6pp | −1.6pp | +1.9pp | −1.1pp | +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.
