Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LVMUY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.4% | −1.0% | −14.8% | −0.8% | +4.0% | +0.0% | −1.0% | −2.8% | — | — | — | — | −28.3% | +13.4% | −41.7pp |
| 2025 | +11.5% | −1.4% | −13.6% | −9.7% | −1.4% | −3.4% | +2.3% | +9.7% | +3.6% | +15.6% | +4.8% | +2.6% | +18.2% | +17.7% | +0.5pp |
| 2024 | +2.3% | +10.1% | −1.1% | −8.5% | −2.1% | −4.6% | −8.4% | +6.1% | +3.0% | −13.7% | −5.4% | +5.1% | −18.0% | +24.9% | −42.9pp |
| 2023 | +20.6% | −4.6% | +10.3% | +5.3% | −8.8% | +7.9% | −1.4% | −9.1% | −10.7% | −5.2% | +6.8% | +7.0% | +13.9% | +26.2% | −12.3pp |
| 2022 | −1.3% | −10.8% | −2.2% | −7.9% | −0.6% | −5.3% | +13.5% | −6.7% | −9.2% | +7.4% | +22.1% | −5.3% | −10.8% | −18.2% | +7.3pp |
| 2021 | −2.1% | +4.1% | +5.4% | +13.4% | +6.6% | −1.8% | +1.6% | −7.6% | −3.3% | +9.8% | −0.5% | +6.2% | +34.1% | +28.7% | +5.4pp |
| 2020 | −6.5% | −5.1% | −10.0% | +4.8% | +9.3% | +5.1% | +2.6% | +4.1% | +0.5% | −0.1% | +23.1% | +8.1% | +37.0% | +18.3% | +18.6pp |
| 2019 | +9.9% | +6.8% | +7.4% | +7.8% | −3.9% | +12.7% | −2.8% | −3.6% | −0.6% | +7.6% | +4.7% | +5.0% | +62.3% | +31.2% | +31.1pp |
| 2018 | +6.8% | −4.3% | +2.8% | +14.0% | +0.6% | −5.1% | +5.1% | +0.5% | +0.6% | −14.1% | −5.5% | +2.9% | +1.6% | −4.6% | +6.2pp |
| 2017 | +6.6% | −0.9% | +9.6% | +13.8% | +5.0% | −1.9% | +0.2% | +4.5% | +5.2% | +7.9% | −2.2% | +1.3% | +59.5% | +21.7% | +37.8pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 20 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 47% | 58% | 53% | 58% | 53% | 37% | 63% | 45% | 63% | 68% | 53% | 74% |
| Median | −0.4% | +1.3% | +0.4% | +2.9% | +0.6% | −1.8% | +1.6% | −1.9% | +0.6% | +7.2% | +0.6% | +5.1% |
| Best | +20.6% | +13.6% | +10.5% | +20.0% | +12.0% | +19.9% | +18.8% | +9.8% | +26.1% | +24.4% | +23.1% | +25.2% |
| Worst | −15.6% | −10.8% | −14.8% | −15.8% | −10.4% | −8.7% | −11.5% | −10.7% | −21.8% | −62.3% | −25.8% | −10.4% |
| vs SPY ⓘ | +0.7pp | −0.1pp | −1.3pp | +0.9pp | −0.5pp | −2.1pp | −0.8pp | −1.8pp | +0.9pp | +2.8pp | −2.4pp | +2.5pp |
229 monthly observations · 2007–2026 · benchmark SPY
