| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LSF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +40.1% | −12.5% | −21.0% | +48.4% | +10.0% | +33.9% | −10.6% | — | — | — | — | — | +89.2% | +7.5% | +81.6pp |
| 2025 | −4.2% | −17.2% | −1.6% | −4.9% | +9.9% | −2.0% | +10.3% | −16.7% | −3.6% | −11.3% | −44.6% | −19.0% | −71.8% | +17.7% | −89.5pp |
| 2024 | +2.2% | −14.0% | +200.0% | −19.2% | +40.2% | +106.6% | −26.9% | −6.3% | +28.8% | +45.2% | +25.8% | −13.0% | +765.9% | +24.9% | +741.0pp |
| 2023 | +42.9% | −6.7% | −27.7% | +14.7% | −30.0% | +22.3% | +53.5% | −16.4% | +1.0% | −24.3% | +34.6% | −13.3% | +8.3% | +26.2% | −17.8pp |
| 2022 | −38.9% | −22.8% | −41.3% | −16.6% | −20.6% | −20.1% | +4.7% | +26.0% | −27.8% | +15.4% | −46.2% | −25.7% | −93.6% | −18.2% | −75.4pp |
| 2021 · part | — | — | −5.1% | −2.6% | −10.5% | −8.6% | −6.6% | −28.6% | −4.3% | −8.5% | −23.7% | −2.2% | −67.0% | +28.7% | −95.7pp |
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. LSF 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 0% | 17% | 33% | 50% | 50% | 50% | 20% | 40% | 40% | 40% | 0% |
| Median | +2.2% | −14.0% | −13.0% | −3.7% | −0.3% | +10.1% | −0.9% | −16.4% | −3.6% | −8.5% | −23.7% | −13.3% |
| Best | +42.9% | −6.7% | +200.0% | +48.4% | +40.2% | +106.6% | +53.5% | +26.0% | +28.8% | +45.2% | +34.6% | −2.2% |
| Worst | −38.9% | −22.8% | −41.3% | −19.2% | −30.0% | −20.1% | −26.9% | −28.6% | −27.8% | −24.3% | −46.2% | −25.7% |
| vs SPY ⓘ | +0.6pp | −15.9pp | −12.8pp | −5.9pp | −3.8pp | +4.3pp | −6.4pp | −14.8pp | +0.4pp | −13.7pp | −22.9pp | −17.9pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
