| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LIXT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.3% | −22.3% | +6.2% | +14.0% | +78.6% | +18.7% | −45.8% | — | — | — | — | — | +2.3% | +7.5% | −5.2pp |
| 2025 | +21.7% | −47.4% | −6.9% | +4.1% | −7.1% | −22.6% | +338.7% | +12.1% | +13.0% | −14.7% | −0.5% | −8.0% | +93.6% | +17.7% | +75.9pp |
| 2024 | −10.6% | +23.8% | +30.0% | −18.3% | −15.3% | +1.4% | −8.9% | −17.6% | +5.1% | +12.8% | +5.7% | −9.0% | −13.6% | +24.9% | −38.5pp |
| 2023 | +55.2% | +15.2% | −8.8% | −32.5% | +23.7% | −15.2% | −40.1% | −28.8% | −2.2% | +0.8% | −5.7% | +0.9% | −53.9% | +26.2% | −80.0pp |
| 2022 | — | — | — | — | — | — | −37.0% | +4.0% | −28.2% | −10.7% | +53.0% | −33.5% | −57.2% | −18.2% | −39.1pp |
| 2021 | −3.8% | +83.0% | −40.5% | −16.9% | −0.7% | +10.6% | −9.2% | −10.5% | −15.4% | −9.6% | −13.3% | −27.0% | −62.5% | +28.7% | −91.2pp |
| 2020 | +10.5% | +22.7% | +6.5% | −9.2% | −1.1% | +2.3% | +32.2% | −0.8% | −0.8% | −4.3% | −43.6% | −16.4% | −22.2% | +18.3% | −40.5pp |
| 2019 | −7.6% | +4.1% | +0.5% | +2.2% | +9.8% | −1.0% | +1.0% | +33.7% | +0.0% | −11.1% | −25.0% | −24.6% | −27.0% | +31.2% | −58.3pp |
| 2018 | −21.2% | −3.8% | +0.0% | +20.0% | +37.9% | +38.3% | +6.1% | +86.4% | +36.4% | +21.3% | +1.1% | +1.1% | +480.1% | −4.6% | +484.7pp |
| 2017 | −7.2% | −34.6% | +194.1% | −52.0% | +66.7% | −39.5% | +7.4% | +30.8% | −28.5% | +2.9% | −3.2% | +36.4% | +17.8% | +21.7% | −3.9pp |
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. LIXT 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 ⓘ | 14 | 14 | 14 | 16 | 15 | 15 | 16 | 14 | 14 | 16 | 15 | 16 |
| Positive ⓘ | 29% | 64% | 57% | 38% | 60% | 53% | 50% | 50% | 36% | 31% | 47% | 31% |
| Median | −6.3% | +18.9% | +3.4% | −13.0% | +9.8% | +1.4% | +0.5% | +1.6% | −1.5% | −10.9% | −0.5% | −12.7% |
| Best | +196.0% | +181.7% | +194.1% | +25.0% | +78.6% | +38.3% | +338.7% | +200.0% | +36.4% | +21.3% | +282.4% | +36.4% |
| Worst | −45.4% | −52.7% | −58.6% | −52.0% | −15.3% | −39.5% | −45.8% | −39.8% | −38.5% | −69.4% | −60.0% | −81.4% |
| vs SPY ⓘ | −7.9pp | +18.1pp | +7.0pp | −18.1pp | +16.2pp | +0.5pp | −2.8pp | +0.4pp | −3.0pp | −16.2pp | −0.8pp | −14.1pp |
179 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
