| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LBRDA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | +13.7% | −8.0% | −23.5% | −12.1% | −1.5% | +2.3% | — | — | — | — | — | −29.5% | +7.5% | −37.0pp |
| 2025 | +2.2% | +7.2% | +4.3% | +4.8% | +4.3% | +5.3% | −28.8% | −0.8% | +4.4% | −15.5% | −13.4% | +4.3% | −26.1% | +17.7% | −43.8pp |
| 2024 | −3.5% | −22.7% | −5.0% | −12.2% | +8.2% | +0.7% | +21.3% | −7.5% | +25.4% | +4.4% | +5.5% | −12.2% | −7.8% | +24.9% | −32.7pp |
| 2023 | +18.2% | −3.2% | −5.3% | +2.9% | −12.6% | +7.9% | +11.4% | +5.4% | −2.9% | −8.3% | −0.5% | −2.8% | +6.3% | +26.2% | −19.9pp |
| 2022 | −9.0% | −1.1% | −9.5% | −17.9% | +13.3% | −6.9% | −4.9% | −6.6% | −26.0% | +14.4% | +5.7% | −15.9% | −52.9% | −18.2% | −34.7pp |
| 2021 | −7.9% | +0.1% | −0.1% | +8.6% | +2.8% | +3.8% | +2.1% | +8.2% | −9.4% | −4.5% | −5.7% | +6.1% | +2.1% | +28.7% | −26.6pp |
| 2020 | +5.6% | −6.0% | −13.5% | +12.2% | +12.2% | −9.3% | +10.5% | +2.4% | +2.6% | −0.9% | +11.5% | +0.8% | +26.9% | +18.3% | +8.6pp |
| 2019 | +18.0% | +5.4% | +2.6% | +7.4% | −0.9% | +5.5% | −4.5% | +6.7% | −0.2% | +12.9% | +0.3% | +5.3% | +73.5% | +31.2% | +42.2pp |
| 2018 | +11.3% | −7.7% | −3.0% | −16.9% | −3.1% | +10.8% | +4.9% | +2.1% | +4.1% | −1.8% | +2.8% | −15.6% | −15.6% | −4.6% | −11.0pp |
| 2017 | +15.5% | +0.7% | +1.0% | +5.7% | −1.9% | −2.8% | +15.3% | +2.5% | −7.1% | −8.5% | −0.6% | −0.8% | +17.4% | +21.7% | −4.3pp |
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. LBRDA 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 12 |
| Positive ⓘ | 50% | 58% | 42% | 50% | 50% | 58% | 75% | 73% | 45% | 36% | 55% | 42% |
| Median | +0.9% | +0.4% | −1.5% | +0.7% | +0.1% | +1.7% | +5.3% | +2.4% | −0.2% | −1.8% | +0.3% | −1.7% |
| Best | +18.2% | +16.6% | +15.6% | +12.2% | +13.3% | +10.8% | +21.3% | +8.2% | +25.4% | +14.4% | +11.5% | +6.1% |
| Worst | −11.2% | −22.7% | −13.5% | −23.5% | −12.6% | −9.3% | −28.8% | −7.5% | −26.0% | −15.5% | −13.4% | −15.9% |
| vs SPY ⓘ | −1.2pp | +1.9pp | −0.6pp | −1.2pp | −1.4pp | −0.1pp | +2.9pp | +2.2pp | +0.8pp | −2.4pp | −3.2pp | −2.4pp |
140 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
