| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LSEG.L | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.3% | +9.1% | +0.0% | +7.7% | −5.5% | −9.5% | +12.1% | — | — | — | — | — | +2.2% | +9.3% | −7.1pp |
| 2025 | +6.6% | −1.6% | −3.3% | +1.4% | −3.0% | −3.9% | −14.5% | −1.0% | −7.1% | +11.4% | −6.1% | +0.5% | −20.7% | +17.7% | −38.4pp |
| 2024 | −3.6% | −0.7% | +6.9% | −6.8% | +3.6% | +2.6% | +0.7% | +8.2% | −0.3% | +2.9% | +7.2% | +0.1% | +21.7% | +24.9% | −3.2pp |
| 2023 | +3.8% | +0.4% | +5.9% | +6.1% | +2.4% | −2.2% | +1.9% | −4.1% | +0.7% | +0.6% | +7.6% | +4.1% | +30.0% | +26.2% | +3.8pp |
| 2022 | +4.2% | −8.9% | +21.2% | −0.6% | −6.5% | +3.1% | +4.8% | +1.3% | −5.9% | −0.8% | +9.0% | −13.5% | +3.0% | −18.2% | +21.1pp |
| 2021 | −3.6% | +10.7% | −27.8% | +6.6% | +2.4% | +5.2% | −6.0% | +6.2% | −6.4% | −4.7% | −8.4% | +6.6% | −23.1% | +28.7% | −51.8pp |
| 2020 | +1.1% | −3.3% | −3.9% | +2.4% | +7.7% | +4.1% | +1.5% | +3.7% | +0.9% | −6.7% | −2.1% | +11.1% | +16.2% | +18.3% | −2.1pp |
| 2019 | +12.7% | −1.6% | +5.4% | +5.5% | +5.4% | +3.8% | +20.8% | +5.0% | +5.1% | −4.8% | −1.2% | +12.8% | +90.8% | +31.2% | +59.6pp |
| 2018 | +3.5% | +2.6% | +2.4% | +4.2% | +4.1% | −0.1% | −1.7% | +5.2% | −0.8% | −5.9% | −6.5% | +0.7% | +7.1% | −4.6% | +11.7pp |
| 2017 | +8.8% | −2.9% | +3.0% | +6.7% | +1.2% | +6.5% | +2.8% | +5.4% | −3.0% | −1.8% | +0.5% | +0.4% | +30.2% | +21.7% | +8.5pp |
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. LSEG.L 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 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 75% | 65% | 59% | 71% | 65% | 53% | 65% | 63% | 31% | 63% | 50% | 81% |
| Median | +4.0% | +3.7% | +2.4% | +3.7% | +2.4% | +0.4% | +1.9% | +2.3% | −1.1% | +1.7% | −0.4% | +3.8% |
| Best | +12.7% | +10.8% | +21.2% | +7.7% | +12.5% | +8.2% | +20.8% | +8.2% | +5.1% | +11.4% | +11.9% | +12.8% |
| Worst | −9.8% | −8.9% | −27.8% | −8.0% | −8.1% | −12.2% | −14.5% | −7.7% | −11.5% | −6.7% | −8.4% | −13.5% |
| vs SPY ⓘ | +2.6pp | +2.9pp | +2.3pp | +1.5pp | +1.7pp | −1.5pp | −1.3pp | +2.0pp | −1.6pp | +1.5pp | −3.2pp | +3.2pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
