| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KRE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.2% | −3.0% | −1.9% | +7.2% | −0.3% | +8.2% | +1.4% | — | — | — | — | — | +18.5% | +9.3% | +9.1pp |
| 2025 | +6.3% | −3.3% | −7.8% | −4.8% | +5.1% | +5.1% | +1.1% | +9.1% | −2.8% | −5.2% | +5.0% | +3.5% | +10.2% | +17.7% | −7.5pp |
| 2024 | −5.2% | −3.1% | +5.3% | −6.5% | +3.9% | +1.4% | +18.7% | −0.8% | −1.5% | +4.2% | +14.9% | −10.3% | +18.6% | +24.9% | −6.3pp |
| 2023 | +5.8% | −0.9% | −28.2% | −2.7% | −8.6% | +5.8% | +19.3% | −8.5% | −5.5% | −5.0% | +13.7% | +17.2% | −7.6% | +26.2% | −33.8pp |
| 2022 | +1.1% | +3.7% | −6.8% | −10.2% | +3.9% | −9.1% | +9.8% | −1.9% | −5.4% | +8.6% | +0.9% | −8.3% | −15.1% | −18.2% | +3.1pp |
| 2021 | +4.7% | +18.2% | +3.7% | +3.1% | +3.4% | −6.8% | −4.5% | +5.3% | +3.4% | +4.7% | −1.6% | +2.1% | +39.3% | +28.7% | +10.6pp |
| 2020 | −7.0% | −12.3% | −30.6% | +17.0% | +0.1% | +1.5% | −2.7% | +3.5% | −6.8% | +15.3% | +15.7% | +10.0% | −7.4% | +18.3% | −25.8pp |
| 2019 | +13.2% | +6.9% | −8.9% | +8.7% | −10.0% | +7.1% | +3.2% | −9.1% | +6.0% | +2.1% | +4.3% | +4.3% | +27.4% | +31.2% | −3.8pp |
| 2018 | +5.9% | −1.3% | −1.5% | +2.1% | +2.5% | −3.1% | +0.8% | +2.7% | −5.5% | −9.1% | +3.3% | −15.5% | −19.0% | −4.6% | −14.4pp |
| 2017 | −0.3% | +3.7% | −4.7% | −1.0% | −4.1% | +6.4% | −0.9% | −4.5% | +9.5% | +0.6% | +3.9% | −0.4% | +7.5% | +21.7% | −14.2pp |
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. KRE 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 21 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 55% | 50% | 55% | 50% | 50% | 55% | 62% | 55% | 50% | 55% | 70% | 70% |
| Median | +2.8% | +0.5% | +1.0% | −0.3% | −0.1% | +1.4% | +1.1% | +1.0% | +0.1% | +1.4% | +3.3% | +2.2% |
| Best | +13.2% | +18.2% | +7.8% | +17.0% | +5.7% | +8.2% | +19.3% | +9.1% | +12.6% | +21.5% | +19.7% | +17.9% |
| Worst | −28.9% | −12.3% | −30.6% | −10.2% | −10.0% | −18.9% | −9.2% | −11.1% | −12.0% | −9.4% | −9.0% | −15.5% |
| vs SPY ⓘ | −0.2pp | −0.2pp | +0.6pp | −2.1pp | −1.9pp | −0.8pp | −0.6pp | −1.5pp | −1.1pp | −1.2pp | +0.8pp | +0.7pp |
241 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
