| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LYG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.6% | −7.0% | −9.4% | +10.8% | +0.6% | +6.6% | +7.2% | — | — | — | — | — | +20.8% | +9.3% | +11.5pp |
| 2025 | +12.1% | +23.0% | +1.9% | +6.5% | +6.6% | +1.0% | −0.7% | +3.9% | +5.1% | +3.7% | +8.3% | +3.9% | +103.8% | +17.7% | +86.0pp |
| 2024 | −11.7% | +10.9% | +10.7% | +2.5% | +10.2% | −3.2% | +11.0% | +3.0% | +2.0% | −11.9% | −1.8% | +0.7% | +20.3% | +24.9% | −4.5pp |
| 2023 | +17.7% | −2.3% | −8.3% | +7.8% | −10.3% | +1.4% | +4.1% | −6.3% | +1.4% | −10.3% | +14.7% | +9.1% | +14.7% | +26.2% | −11.4pp |
| 2022 | +7.5% | −7.7% | −4.7% | −4.6% | +0.9% | −9.3% | +8.3% | −7.9% | −10.5% | +6.7% | +17.8% | −2.2% | −9.4% | −18.2% | +8.7pp |
| 2021 | −9.2% | +20.2% | +8.4% | +8.8% | +12.9% | −9.3% | −2.4% | −4.2% | +4.3% | +11.0% | −10.7% | +4.9% | +33.8% | +28.7% | +5.1pp |
| 2020 | −10.6% | −13.9% | −40.8% | +12.2% | −10.2% | +6.4% | −12.0% | +9.1% | −9.7% | +8.5% | +29.8% | +7.1% | −36.1% | +18.3% | −54.4pp |
| 2019 | +18.4% | +9.6% | −3.3% | +4.7% | −12.6% | +0.0% | −9.5% | −4.9% | +10.5% | +9.8% | +6.9% | +6.8% | +36.8% | +31.2% | +5.6pp |
| 2018 | +7.5% | −4.7% | −3.1% | −1.1% | −5.9% | −0.9% | −0.3% | −5.2% | −1.6% | −5.6% | −1.4% | −9.5% | −28.3% | −4.6% | −23.8pp |
| 2017 | +7.1% | +4.2% | −1.7% | +11.3% | +1.1% | −4.6% | −0.3% | −4.2% | +10.2% | +0.8% | −2.2% | +3.9% | +27.0% | +21.7% | +5.2pp |
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. LYG 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 ⓘ | 25 | 25 | 25 | 25 | 25 | 25 | 25 | 24 | 24 | 24 | 24 | 25 |
| Positive ⓘ | 56% | 60% | 36% | 76% | 48% | 40% | 48% | 42% | 54% | 54% | 46% | 68% |
| Median | +2.7% | +0.3% | −3.1% | +4.8% | −1.5% | −0.9% | −0.3% | −2.1% | +0.9% | +1.1% | −0.5% | +3.9% |
| Best | +21.7% | +23.0% | +24.0% | +59.1% | +13.6% | +23.9% | +36.1% | +26.1% | +20.9% | +14.7% | +29.8% | +13.5% |
| Worst | −32.3% | −37.6% | −40.8% | −7.5% | −20.9% | −30.1% | −12.0% | −21.6% | −24.8% | −24.4% | −24.8% | −25.0% |
| vs SPY ⓘ | +1.8pp | −1.0pp | −1.9pp | +3.5pp | −4.5pp | −1.6pp | −1.8pp | −1.6pp | −0.3pp | −0.0pp | −2.9pp | +3.1pp |
296 monthly observations across 2001–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
