| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LNC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.6% | −17.6% | +3.5% | +7.9% | −6.7% | +0.2% | +18.6% | — | — | — | — | — | −3.7% | +7.5% | −11.2pp |
| 2025 | +12.5% | +10.9% | −7.9% | −10.0% | +4.0% | +4.4% | +11.6% | +12.6% | −6.1% | +5.3% | −2.0% | +8.2% | +48.0% | +17.7% | +30.3pp |
| 2024 | +3.4% | +0.3% | +15.9% | −13.3% | +21.0% | −5.7% | +8.7% | −3.6% | −1.8% | +11.9% | +2.3% | −10.8% | +24.8% | +24.9% | −0.1pp |
| 2023 | +17.0% | −10.5% | −29.2% | −1.2% | −3.7% | +23.1% | +10.8% | −8.5% | −3.8% | −8.3% | +9.2% | +13.4% | −3.7% | +26.2% | −29.9pp |
| 2022 | +3.2% | −3.7% | −3.1% | −7.3% | −3.7% | −19.3% | +10.8% | −10.3% | −4.7% | +23.8% | −27.7% | −21.1% | −53.5% | −18.2% | −35.4pp |
| 2021 | −8.9% | +25.0% | +9.5% | +3.7% | +8.8% | −10.0% | −1.2% | +11.4% | +0.1% | +5.6% | −8.1% | +2.9% | +39.5% | +28.7% | +10.8pp |
| 2020 | −7.0% | −16.7% | −42.0% | +36.4% | +6.9% | −3.0% | +2.5% | −3.3% | −13.1% | +13.3% | +34.5% | +6.5% | −11.1% | +18.3% | −29.4pp |
| 2019 | +14.8% | +6.9% | −6.1% | +14.3% | −10.9% | +8.4% | +2.0% | −19.1% | +14.1% | −5.7% | +4.6% | −0.1% | +18.0% | +31.2% | −13.3pp |
| 2018 | +8.2% | −8.0% | −4.1% | −2.8% | −6.2% | −6.1% | +10.0% | −3.7% | +3.2% | −10.6% | +4.6% | −18.5% | −32.0% | −4.6% | −27.4pp |
| 2017 | +2.3% | +3.9% | −6.7% | +1.2% | −1.4% | +4.0% | +8.6% | −7.1% | +8.3% | +3.5% | +1.0% | +0.4% | +18.0% | +21.7% | −3.7pp |
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. LNC 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.
