| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LZRFY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +23.1% | −16.4% | +4.8% | −16.2% | −13.0% | +4.8% | — | — | — | — | — | −15.1% | +9.3% | −24.5pp |
| 2025 | −3.1% | −14.3% | +34.2% | +24.7% | +0.4% | +0.5% | −18.3% | +9.3% | +13.4% | −3.9% | +15.6% | +6.5% | +68.2% | +17.7% | +50.4pp |
| 2024 | −15.8% | −2.6% | +7.2% | −16.1% | −16.2% | +14.6% | −14.7% | +2.1% | −3.8% | −3.2% | −15.6% | −8.8% | −55.9% | +24.9% | −80.7pp |
| 2023 | +19.0% | −9.8% | −2.2% | +20.5% | −2.0% | +16.8% | +2.8% | −12.5% | −3.8% | −19.2% | +25.2% | +6.5% | +34.9% | +26.2% | +8.8pp |
| 2022 | +24.1% | −8.4% | +21.0% | −11.8% | +8.5% | −22.3% | +15.3% | +9.6% | −4.5% | +21.2% | −14.8% | −13.9% | +10.0% | −18.2% | +28.2pp |
| 2021 | −12.0% | −11.0% | +0.6% | +11.4% | +0.3% | +7.2% | −5.3% | −10.7% | +12.3% | −33.7% | +14.1% | +1.8% | −30.9% | +28.7% | −59.7pp |
| 2020 | −1.1% | −11.1% | −54.1% | +26.5% | +23.9% | −7.2% | +33.7% | −8.1% | +15.3% | +2.1% | +22.8% | +4.0% | +8.4% | +18.3% | −9.9pp |
| 2019 | +19.9% | +1.0% | −8.6% | +10.5% | +4.4% | +11.0% | +4.7% | +2.1% | −5.1% | −2.4% | −1.3% | +24.1% | +71.9% | +31.2% | +40.7pp |
| 2018 | +18.9% | +0.2% | +6.3% | −7.1% | −16.8% | −9.2% | +2.7% | −15.3% | +6.2% | +38.1% | −10.6% | +10.1% | +11.5% | −4.6% | +16.1pp |
| 2017 | +14.3% | +4.1% | +9.8% | +12.1% | −4.5% | +0.4% | +21.6% | +13.0% | −3.7% | −3.0% | +4.0% | +10.9% | +108.1% | +21.7% | +86.4pp |
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. LZRFY 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 43% | 50% | 57% | 71% | 43% | 57% | 64% | 54% | 36% | 50% | 43% | 71% |
| Median | −2.1% | −1.2% | +3.5% | +7.7% | −3.2% | +0.5% | +2.7% | +1.3% | −2.0% | −0.9% | −0.7% | +3.8% |
| Best | +24.1% | +23.1% | +47.3% | +26.5% | +23.9% | +16.8% | +33.7% | +13.0% | +16.0% | +38.1% | +25.2% | +24.1% |
| Worst | −15.8% | −14.3% | −54.1% | −16.1% | −16.8% | −22.3% | −18.3% | −24.0% | −19.9% | −33.7% | −20.2% | −13.9% |
| vs SPY ⓘ | −1.3pp | −2.7pp | −0.0pp | +4.5pp | −5.9pp | +0.1pp | −0.7pp | −0.3pp | +1.6pp | −1.9pp | −2.8pp | +1.3pp |
167 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
