| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LUNG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −25.8% | −3.7% | −18.4% | −0.8% | +28.9% | −21.2% | +23.8% | — | — | — | — | — | −27.1% | +9.3% | −36.5pp |
| 2025 | −16.3% | +51.8% | −21.9% | −28.2% | −29.6% | −23.8% | −29.0% | −7.1% | −5.3% | +23.5% | −19.0% | +36.4% | −67.5% | +17.7% | −85.2pp |
| 2024 | +4.2% | −30.6% | +0.5% | −17.9% | −4.7% | −12.6% | +9.0% | +5.9% | +13.3% | −24.6% | +3.2% | +5.3% | −46.7% | +24.9% | −71.6pp |
| 2023 | +5.5% | +26.3% | −0.4% | +5.1% | +2.2% | +9.2% | +6.8% | −25.3% | −1.2% | −14.9% | +24.0% | +17.0% | +51.2% | +26.2% | +25.1pp |
| 2022 | −24.1% | +7.8% | −5.5% | −2.9% | −24.2% | −19.4% | +15.8% | +7.8% | −9.3% | −19.8% | −54.9% | +40.0% | −73.7% | −18.2% | −55.5pp |
| 2021 · part | — | — | −19.5% | +2.8% | −8.7% | +2.8% | −10.1% | +1.3% | −10.5% | +8.2% | −17.0% | −0.7% | −43.6% | +28.7% | −72.3pp |
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. LUNG 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 ⓘ | 40% | 60% | 17% | 33% | 33% | 33% | 67% | 60% | 20% | 40% | 40% | 80% |
| Median | −16.3% | +7.8% | −11.9% | −1.8% | −6.7% | −16.0% | +7.9% | +1.3% | −5.3% | −14.9% | −17.0% | +17.0% |
| Best | +5.5% | +51.8% | +0.5% | +5.1% | +28.9% | +9.2% | +23.8% | +7.8% | +13.3% | +23.5% | +24.0% | +40.0% |
| Worst | −25.8% | −30.6% | −21.9% | −28.2% | −29.6% | −23.8% | −29.0% | −25.3% | −10.5% | −24.6% | −54.9% | −0.7% |
| vs SPY ⓘ | −18.8pp | +10.8pp | −11.3pp | −6.9pp | −9.6pp | −13.6pp | +5.0pp | −1.6pp | −0.1pp | −12.7pp | −16.2pp | +12.4pp |
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.
