| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LIFZF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.1% | +5.2% | −7.9% | +0.0% | +0.5% | −5.3% | −3.7% | — | — | — | — | — | −12.2% | +9.3% | −21.5pp |
| 2025 | +4.4% | −1.8% | +1.6% | +5.1% | −3.0% | +0.1% | −7.5% | +2.0% | +2.8% | +2.2% | +3.1% | +3.8% | +12.7% | +17.7% | −5.0pp |
| 2024 | +3.0% | −10.4% | −2.1% | +3.0% | +1.0% | −0.0% | +4.6% | +0.3% | +7.8% | −7.5% | −3.4% | −2.5% | −7.5% | +24.9% | −32.3pp |
| 2023 | +17.6% | −7.9% | −10.6% | −4.6% | −0.8% | +7.3% | +2.6% | −3.8% | +5.1% | −6.7% | +5.2% | +4.6% | +4.9% | +26.2% | −21.3pp |
| 2022 | +3.7% | +20.2% | −7.6% | −20.1% | −6.1% | −10.4% | +0.1% | +0.6% | −1.4% | −2.1% | +21.5% | +0.6% | −7.9% | −18.2% | +10.3pp |
| 2021 | −3.5% | +15.7% | +2.6% | +16.5% | +6.9% | +3.1% | +4.9% | −12.1% | −16.2% | +4.4% | −2.0% | +7.7% | +25.3% | +28.7% | −3.4pp |
| 2020 | −17.0% | −9.3% | −17.3% | +19.1% | +14.1% | +10.3% | +8.5% | +7.4% | −9.4% | −3.5% | +9.6% | +28.6% | +34.0% | +18.3% | +15.7pp |
| 2019 | +29.4% | +8.6% | −12.0% | +5.7% | −0.1% | +15.4% | −8.8% | −19.3% | −5.4% | −9.8% | +13.6% | +0.7% | +8.3% | +31.2% | −22.9pp |
| 2018 | +1.7% | −6.7% | −19.0% | +4.4% | +9.5% | −8.5% | +10.7% | +6.4% | +7.6% | −1.1% | −8.2% | −10.6% | −17.3% | −4.6% | −12.7pp |
| 2017 | +4.9% | −1.6% | −1.2% | −6.0% | −3.4% | −5.8% | +11.1% | +18.9% | +1.6% | −0.7% | +9.8% | +20.8% | +54.5% | +21.7% | +32.8pp |
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. LIFZF 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 50% | 25% | 56% | 38% | 50% | 69% | 47% | 50% | 25% | 63% | 81% |
| Median | +2.0% | −0.1% | −3.7% | +2.7% | −1.9% | +0.0% | +2.9% | −0.6% | +0.7% | −2.0% | +4.9% | +3.5% |
| Best | +29.4% | +20.2% | +23.9% | +30.5% | +14.1% | +15.4% | +22.5% | +18.9% | +16.3% | +10.1% | +26.4% | +28.6% |
| Worst | −17.0% | −10.4% | −24.9% | −20.1% | −20.8% | −10.9% | −10.2% | −19.3% | −27.2% | −12.0% | −17.2% | −26.7% |
| vs SPY ⓘ | −2.4pp | −0.6pp | −5.1pp | +2.4pp | −4.4pp | −2.8pp | +2.1pp | −2.0pp | +1.2pp | −2.8pp | +0.2pp | +1.8pp |
191 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
