| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LZB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.3% | −1.9% | −9.4% | +8.1% | +8.2% | +7.5% | +2.0% | — | — | — | — | — | +11.3% | +7.5% | +3.8pp |
| 2025 | +8.3% | −4.2% | −13.2% | +1.0% | +6.1% | −10.8% | −3.2% | +2.8% | −6.6% | −7.6% | +22.8% | −3.7% | −12.5% | +17.7% | −30.2pp |
| 2024 | −5.7% | +9.1% | −0.5% | −12.7% | +14.3% | −0.1% | +18.4% | −8.1% | +6.3% | −11.4% | +19.0% | −3.3% | +20.4% | +24.9% | −4.4pp |
| 2023 | +24.6% | +13.9% | −9.7% | −1.2% | −7.0% | +7.9% | +9.5% | −1.7% | +0.7% | −5.3% | +20.3% | +5.5% | +65.7% | +26.2% | +39.5pp |
| 2022 | +1.1% | −20.5% | −9.1% | −0.3% | −2.9% | −6.5% | +17.5% | −5.3% | −13.9% | +9.7% | +9.9% | −15.6% | −35.5% | −18.2% | −17.3pp |
| 2021 | −2.8% | +10.0% | +0.1% | +4.7% | −6.9% | −10.2% | −9.3% | +4.3% | −7.5% | +3.1% | +0.5% | +9.3% | −7.3% | +28.7% | −36.1pp |
| 2020 | −2.7% | −6.5% | −27.9% | +14.1% | +9.7% | +5.2% | +5.2% | +14.2% | −2.5% | +8.2% | +8.2% | +8.0% | +27.9% | +18.3% | +9.6pp |
| 2019 | +6.9% | +16.2% | −3.8% | −0.6% | −1.5% | −4.8% | +7.6% | −3.4% | +5.8% | +5.7% | −10.6% | −0.4% | +15.5% | +31.2% | −15.7pp |
| 2018 | −3.4% | +1.8% | −2.1% | −3.8% | +8.7% | −1.9% | −0.3% | +9.0% | −4.6% | −12.0% | +5.1% | −4.8% | −9.8% | −4.6% | −5.2pp |
| 2017 | −7.9% | −5.6% | +0.4% | +3.3% | −4.6% | +22.6% | +4.0% | −29.4% | +13.3% | +0.2% | +22.1% | −4.8% | +2.1% | +21.7% | −19.6pp |
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. LZB 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 57% | 43% | 43% | 52% | 38% | 52% | 62% | 48% | 52% | 62% | 52% |
| Median | −2.3% | +7.6% | −0.6% | −0.6% | +0.3% | −1.9% | +2.0% | +2.7% | −2.5% | +0.2% | +8.2% | +0.8% |
| Best | +24.6% | +24.2% | +38.9% | +112.8% | +14.3% | +152.4% | +43.4% | +25.1% | +26.0% | +37.1% | +34.5% | +45.2% |
| Worst | −55.3% | −20.5% | −27.9% | −23.6% | −29.7% | −37.4% | −12.7% | −29.4% | −23.4% | −38.0% | −42.7% | −34.0% |
| vs SPY ⓘ | −1.1pp | +4.1pp | −3.7pp | −2.8pp | −0.4pp | −1.1pp | −2.6pp | +1.3pp | −1.4pp | −3.0pp | +3.3pp | +0.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
