| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | L | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +4.3% | −3.0% | +5.5% | −8.0% | +9.3% | +5.1% | — | — | — | — | — | +13.1% | +7.5% | +5.5pp |
| 2025 | +0.9% | +1.5% | +6.0% | −5.5% | +2.9% | +2.7% | −1.2% | +7.0% | +3.7% | −0.8% | +8.4% | −2.4% | +24.7% | +17.7% | +7.0pp |
| 2024 | +4.7% | +3.2% | +4.2% | −4.0% | +2.3% | −2.7% | +7.0% | +2.6% | −3.5% | −0.1% | +9.9% | −2.4% | +22.1% | +24.9% | −2.8pp |
| 2023 | +5.4% | −0.5% | −5.0% | −0.8% | −2.6% | +6.0% | +5.5% | −0.8% | +2.0% | +1.1% | +9.9% | −1.0% | +19.8% | +26.2% | −6.4pp |
| 2022 | +3.3% | +2.9% | +5.7% | −3.1% | +4.3% | −9.5% | −1.7% | −4.9% | −9.9% | +14.4% | +2.1% | +0.3% | +1.4% | −18.2% | +19.6pp |
| 2021 | +0.6% | +5.7% | +7.3% | +8.7% | +4.8% | −6.4% | −1.9% | +4.3% | −3.5% | +4.0% | −4.5% | +8.0% | +28.9% | +28.7% | +0.2pp |
| 2020 | −2.0% | −11.2% | −23.7% | −0.5% | −3.9% | +3.2% | +6.2% | −1.3% | −3.1% | −0.2% | +21.0% | +7.4% | −13.7% | +18.3% | −32.0pp |
| 2019 | +5.2% | −0.5% | +0.7% | +7.0% | +0.3% | +6.4% | −2.1% | −10.1% | +7.1% | −4.8% | +4.0% | +3.1% | +15.9% | +31.2% | −15.3pp |
| 2018 | +3.2% | −4.4% | +0.8% | +5.5% | −6.7% | −1.2% | +5.2% | −0.8% | −0.2% | −7.3% | +3.4% | −5.3% | −8.6% | −4.6% | −4.0pp |
| 2017 | −0.5% | +1.0% | −0.4% | −0.3% | +1.3% | −0.7% | +4.0% | −4.2% | +2.7% | +3.4% | +2.8% | −0.5% | +8.6% | +21.7% | −13.1pp |
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. L 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% | 52% | 67% | 62% | 52% | 57% | 52% | 43% | 48% | 67% | 62% | 62% |
| Median | +0.6% | +0.0% | +1.9% | +2.7% | +0.3% | +1.3% | +0.6% | −0.8% | −0.2% | +1.5% | +2.8% | +1.3% |
| Best | +6.4% | +8.1% | +11.3% | +12.6% | +17.9% | +9.3% | +11.5% | +14.0% | +7.9% | +14.9% | +21.0% | +8.0% |
| Worst | −13.6% | −18.4% | −23.7% | −5.5% | −12.5% | −9.5% | −7.0% | −10.1% | −9.9% | −15.9% | −17.3% | −5.3% |
| vs SPY ⓘ | −1.2pp | −1.0pp | +0.5pp | −0.1pp | −0.8pp | −0.0pp | −2.9pp | +0.2pp | −0.6pp | +0.6pp | +0.2pp | +0.7pp |
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.
