| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KVHI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.2% | −9.7% | +48.6% | +1.6% | +2.0% | +6.8% | −11.6% | — | — | — | — | — | +25.7% | +7.5% | +18.1pp |
| 2025 | +7.2% | −4.6% | −9.3% | −3.4% | +5.9% | −1.5% | −0.8% | +6.4% | −0.5% | +6.6% | +0.3% | +16.4% | +22.3% | +17.7% | +4.6pp |
| 2024 | −7.4% | −2.5% | +7.4% | −5.9% | +7.9% | −10.2% | −4.3% | −0.2% | +8.8% | −4.1% | +19.0% | +3.4% | +8.4% | +24.9% | −16.5pp |
| 2023 | +0.3% | −3.4% | +14.9% | −7.6% | −15.0% | +2.2% | −6.3% | −38.1% | −3.8% | −8.2% | +2.4% | +9.8% | −48.5% | +26.2% | −74.7pp |
| 2022 | −2.1% | −4.2% | +5.6% | −12.4% | −2.4% | +11.8% | −0.9% | +13.7% | −5.9% | +16.4% | +6.2% | −10.3% | +11.2% | −18.2% | +29.4pp |
| 2021 | +10.2% | +9.2% | −7.2% | +5.6% | +6.7% | −13.9% | −8.0% | −6.6% | −8.9% | +6.5% | −2.6% | −8.0% | −19.0% | +28.7% | −47.8pp |
| 2020 | −7.5% | +1.3% | −9.5% | −1.6% | −1.0% | −2.8% | −9.1% | +10.7% | +0.2% | −3.6% | +18.5% | +10.2% | +2.0% | +18.3% | −16.4pp |
| 2019 | +8.6% | +1.6% | −10.3% | −3.8% | −5.2% | +17.0% | −7.1% | −7.9% | +14.5% | −4.0% | +12.0% | −2.8% | +8.2% | +31.2% | −23.1pp |
| 2018 | +6.8% | −7.7% | +1.5% | +2.4% | +4.2% | +21.3% | −7.5% | +0.4% | +5.2% | −5.7% | −8.7% | −8.7% | −0.6% | −4.6% | +4.0pp |
| 2017 | −11.9% | −3.4% | −16.4% | −4.8% | +18.1% | +0.5% | +14.7% | +8.3% | +1.3% | −3.3% | −6.5% | −4.2% | −12.3% | +21.7% | −34.0pp |
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. KVHI 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% | 29% | 62% | 43% | 43% | 48% | 38% | 48% | 52% | 33% | 62% | 48% |
| Median | +1.2% | −3.4% | +1.9% | −2.4% | −0.6% | −1.5% | −0.9% | −0.2% | +0.2% | −3.6% | +2.4% | +0.0% |
| Best | +19.9% | +20.8% | +48.6% | +27.4% | +33.1% | +29.9% | +19.0% | +13.7% | +32.1% | +16.4% | +37.1% | +22.1% |
| Worst | −11.9% | −9.7% | −16.4% | −13.4% | −15.0% | −13.9% | −11.6% | −38.1% | −11.1% | −36.3% | −23.3% | −10.3% |
| vs SPY ⓘ | +0.6pp | −3.3pp | +1.8pp | −3.7pp | −2.5pp | −0.1pp | −3.5pp | −2.6pp | +2.4pp | −3.2pp | −0.1pp | +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.
