| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LOW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.2% | −0.9% | −10.7% | +1.5% | −10.2% | +2.9% | −4.7% | — | — | — | — | — | −12.1% | +9.3% | −21.4pp |
| 2025 | +5.8% | −4.4% | −6.2% | −3.6% | +1.0% | −1.7% | +1.3% | +15.4% | −2.6% | −4.8% | +1.8% | −0.5% | −0.3% | +17.7% | −18.0pp |
| 2024 | −3.9% | +13.1% | +5.8% | −10.1% | −2.9% | −0.4% | +11.9% | +1.2% | +9.0% | −2.9% | +4.0% | −9.4% | +13.0% | +24.9% | −11.9pp |
| 2023 | +5.1% | −1.2% | −2.8% | +4.5% | −3.2% | +12.2% | +4.3% | −1.6% | −9.8% | −7.8% | +4.3% | +11.9% | +14.0% | +26.2% | −12.1pp |
| 2022 | −7.9% | −6.9% | −8.5% | −1.8% | −1.2% | −10.6% | +10.3% | +1.4% | −3.3% | +4.4% | +9.0% | −6.3% | −21.5% | −18.2% | −3.3pp |
| 2021 | +4.3% | −4.3% | +19.0% | +3.5% | −0.7% | −0.4% | −0.2% | +5.8% | −0.5% | +15.7% | +4.6% | +5.7% | +63.3% | +28.7% | +34.6pp |
| 2020 | −2.5% | −8.3% | −19.3% | +22.4% | +24.4% | +3.7% | +10.6% | +10.6% | +0.7% | −4.4% | −1.4% | +3.0% | +36.4% | +18.3% | +18.1pp |
| 2019 | +4.6% | +9.3% | +4.2% | +3.8% | −17.6% | +8.2% | +1.0% | +10.7% | −2.0% | +2.0% | +5.1% | +2.1% | +32.2% | +31.2% | +1.0pp |
| 2018 | +13.1% | −14.5% | −2.1% | −5.6% | +15.3% | +0.6% | +4.4% | +9.5% | +5.6% | −16.7% | −0.9% | −2.1% | +1.2% | −4.6% | +5.8pp |
| 2017 | +3.3% | +1.8% | +10.5% | +3.7% | −7.2% | −1.6% | +0.4% | −4.5% | +8.2% | +0.5% | +4.3% | +11.5% | +33.3% | +21.7% | +11.6pp |
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. LOW 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 46% | 52% | 52% | 52% | 44% | 41% | 67% | 62% | 50% | 58% | 65% | 62% |
| Median | −0.7% | +1.8% | +0.2% | +0.7% | −1.2% | −1.2% | +2.1% | +2.4% | −0.2% | +1.4% | +4.2% | +2.7% |
| Best | +20.2% | +15.0% | +22.1% | +22.4% | +24.4% | +12.2% | +16.2% | +21.3% | +9.9% | +15.7% | +32.9% | +11.9% |
| Worst | −14.7% | −14.5% | −19.3% | −15.2% | −17.6% | −17.5% | −16.6% | −7.6% | −14.9% | −16.7% | −12.3% | −9.6% |
| vs SPY ⓘ | −0.1pp | +1.1pp | +0.7pp | −0.9pp | −1.4pp | −1.5pp | +0.7pp | +3.5pp | +2.2pp | −1.7pp | +1.6pp | +1.1pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
