| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LINC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +35.9% | +12.3% | +1.1% | +12.6% | +7.7% | −15.8% | — | — | — | — | — | +74.0% | +9.3% | +64.6pp |
| 2025 | +3.2% | +12.4% | −13.5% | +6.5% | +40.8% | −3.2% | −0.8% | −17.8% | +24.9% | −17.4% | +6.0% | +17.3% | +52.7% | +17.7% | +34.9pp |
| 2024 | −10.8% | +12.3% | +2.7% | +3.2% | +9.9% | +1.2% | +19.0% | −11.8% | −4.1% | +11.2% | +23.7% | −3.7% | +57.6% | +24.9% | +32.7pp |
| 2023 | +9.7% | −7.9% | −3.2% | +3.0% | +9.6% | +5.5% | +5.5% | +20.0% | −0.9% | +1.2% | +8.3% | +8.4% | +73.4% | +26.2% | +47.2pp |
| 2022 | −8.3% | +12.6% | −7.3% | +0.0% | −13.6% | +2.1% | +14.7% | −10.2% | −16.3% | +2.0% | +19.1% | −12.4% | −22.5% | −18.2% | −4.3pp |
| 2021 | −9.4% | −1.9% | +10.9% | +0.2% | +20.7% | +0.4% | −10.8% | −7.6% | +4.4% | +7.6% | −2.1% | +6.0% | +14.9% | +28.7% | −13.8pp |
| 2020 | −12.6% | +25.0% | −25.4% | +13.6% | +56.0% | +0.0% | +34.9% | +49.6% | −29.9% | −15.4% | +34.3% | +3.7% | +140.7% | +18.3% | +122.4pp |
| 2019 | −9.5% | +9.5% | −2.2% | −1.9% | −9.5% | −16.0% | −19.9% | +12.2% | +0.2% | −6.7% | −9.8% | +54.3% | −15.6% | +31.2% | −46.8pp |
| 2018 | −7.4% | +3.2% | +3.1% | −6.5% | −1.6% | −4.9% | −3.4% | +31.0% | +2.7% | −1.3% | +6.3% | +35.0% | +58.4% | −4.6% | +63.0pp |
| 2017 | +4.7% | −7.0% | +50.3% | +2.5% | +17.0% | −8.0% | +0.3% | −10.0% | −10.7% | −11.6% | −1.4% | −7.3% | +5.2% | +21.7% | −16.5pp |
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. LINC 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 ⓘ | 38% | 62% | 48% | 48% | 57% | 52% | 52% | 43% | 48% | 52% | 67% | 57% |
| Median | −4.3% | +3.2% | +0.0% | +0.0% | +6.3% | +0.4% | +0.3% | −7.6% | −0.9% | +1.2% | +6.3% | +3.7% |
| Best | +43.2% | +35.9% | +50.3% | +13.6% | +56.0% | +19.4% | +34.9% | +49.6% | +32.0% | +84.3% | +126.6% | +54.3% |
| Worst | −14.8% | −7.9% | −25.4% | −19.0% | −24.9% | −22.7% | −32.9% | −70.5% | −29.9% | −28.2% | −25.9% | −12.7% |
| vs SPY ⓘ | −4.2pp | +6.2pp | −0.6pp | −4.5pp | +4.8pp | −1.0pp | −3.1pp | −6.1pp | −2.2pp | −1.1pp | +4.4pp | +0.9pp |
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.
