| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +22.3% | −9.5% | −30.1% | +0.4% | +4.1% | −10.8% | +17.5% | — | — | — | — | — | −15.2% | +7.5% | −22.8pp |
| 2025 | −5.3% | −5.4% | −13.6% | −12.8% | −5.2% | +27.2% | +9.5% | +22.4% | −1.8% | +11.6% | +0.3% | −8.0% | +10.5% | +17.7% | −7.2pp |
| 2024 | −0.9% | +2.7% | +11.9% | +25.6% | +4.5% | −4.9% | +30.2% | −12.4% | +11.5% | −8.9% | +1.3% | −17.6% | +37.4% | +24.9% | +12.6pp |
| 2023 | +19.0% | −15.8% | +27.9% | −26.2% | −12.6% | +23.8% | +20.9% | −17.9% | −3.0% | −15.9% | +12.4% | +35.4% | +26.0% | +26.2% | −0.2pp |
| 2022 | −6.6% | −7.5% | −0.2% | −17.1% | −17.3% | −8.4% | +20.1% | +8.4% | −44.1% | +35.8% | +10.3% | −34.3% | −61.3% | −18.2% | −43.2pp |
| 2021 | +28.0% | +19.7% | −24.9% | −7.1% | +11.2% | +60.3% | −6.6% | −11.7% | −30.5% | +11.6% | −12.4% | −14.7% | −9.0% | +28.7% | −37.7pp |
| 2020 | −30.7% | −9.5% | −49.3% | +59.4% | −26.2% | +28.0% | +7.2% | +55.2% | −2.6% | +23.2% | +55.4% | −13.5% | +28.4% | +18.3% | +10.1pp |
| 2019 | +26.0% | +1.8% | −8.9% | +5.4% | −29.4% | −1.2% | −10.8% | −28.9% | +46.4% | +6.4% | −2.4% | +42.6% | +18.2% | +31.2% | −13.0pp |
| 2018 | −14.1% | +7.1% | +29.7% | −17.1% | +2.1% | +41.3% | −13.1% | +6.0% | −31.7% | −7.1% | +30.2% | −33.1% | −27.3% | −4.6% | −22.7pp |
| 2017 | +1.3% | +20.8% | +15.6% | +10.0% | −25.4% | −15.3% | −9.4% | −10.0% | +8.6% | −17.4% | +11.9% | +60.2% | +29.0% | +21.7% | +7.3pp |
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. LE 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 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 42% | 58% | 42% | 38% | 46% | 46% | 54% | 50% | 42% | 58% | 75% | 33% |
| Median | −3.1% | +2.3% | −1.2% | −7.1% | −5.2% | −1.2% | +4.8% | +2.0% | −2.2% | +7.0% | +5.8% | −10.8% |
| Best | +28.0% | +20.8% | +29.7% | +59.4% | +11.2% | +60.3% | +30.2% | +55.2% | +46.4% | +35.8% | +55.4% | +60.2% |
| Worst | −35.7% | −15.8% | −49.3% | −26.2% | −31.1% | −15.6% | −13.5% | −28.9% | −44.1% | −17.4% | −12.4% | −34.3% |
| vs SPY ⓘ | −1.7pp | −1.5pp | −2.3pp | −8.6pp | −11.5pp | −0.2pp | +1.3pp | −1.6pp | +1.4pp | +4.4pp | +1.7pp | −11.7pp |
148 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
