| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NDAQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.2% | −9.6% | −2.8% | +8.3% | +0.7% | −14.5% | +21.2% | — | — | — | — | — | −1.0% | +7.5% | −8.5pp |
| 2025 | +6.5% | +0.5% | −8.1% | +0.5% | +9.6% | +7.4% | +7.6% | −1.5% | −6.4% | −3.3% | +6.4% | +7.2% | +27.2% | +17.7% | +9.5pp |
| 2024 | −0.6% | −2.7% | +12.7% | −5.2% | −1.4% | +2.5% | +12.3% | +6.5% | +1.6% | +1.2% | +12.3% | −6.6% | +34.9% | +24.9% | +10.0pp |
| 2023 | −1.9% | −6.9% | −2.1% | +1.3% | −0.0% | −9.5% | +1.3% | +3.9% | −7.0% | +2.1% | +12.6% | +4.5% | −3.7% | +26.2% | −29.8pp |
| 2022 | −14.7% | −4.5% | +4.5% | −11.7% | −1.3% | −1.4% | +18.6% | −1.3% | −4.5% | +9.8% | +10.0% | −10.1% | −11.2% | −18.2% | +7.0pp |
| 2021 | +1.9% | +2.2% | +7.0% | +9.5% | +3.7% | +5.3% | +6.2% | +4.8% | −1.1% | +8.7% | −3.2% | +3.6% | +60.1% | +28.7% | +31.4pp |
| 2020 | +8.7% | −11.9% | −7.0% | +15.5% | +8.0% | +1.3% | +9.9% | +2.4% | −8.4% | −1.4% | +5.8% | +4.1% | +26.0% | +18.3% | +7.7pp |
| 2019 | +7.9% | +4.0% | −4.0% | +5.4% | −1.7% | +6.6% | +0.2% | +3.6% | −0.0% | +0.4% | +5.0% | +2.7% | +33.9% | +31.2% | +2.7pp |
| 2018 | +5.3% | −0.2% | +7.3% | +2.4% | +4.0% | −0.2% | +0.1% | +4.4% | −9.7% | +1.1% | +5.3% | −10.2% | +8.2% | −4.6% | +12.8pp |
| 2017 | +5.1% | +0.8% | −1.9% | −0.8% | −1.8% | +6.2% | +4.0% | +1.4% | +3.4% | −6.3% | +9.0% | −2.5% | +16.8% | +21.7% | −4.9pp |
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. NDAQ 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 ⓘ | 57% | 52% | 38% | 43% | 52% | 48% | 81% | 76% | 43% | 76% | 86% | 62% |
| Median | +1.9% | +0.5% | −1.7% | −0.6% | +0.7% | −0.2% | +4.5% | +3.0% | −1.1% | +2.1% | +5.0% | +3.6% |
| Best | +19.1% | +16.9% | +13.4% | +15.5% | +9.8% | +7.4% | +21.2% | +17.7% | +15.4% | +23.9% | +26.7% | +14.9% |
| Worst | −14.7% | −12.0% | −9.7% | −11.7% | −18.7% | −24.2% | −7.5% | −8.0% | −9.7% | −14.2% | −33.8% | −23.3% |
| vs SPY ⓘ | −0.3pp | −0.5pp | −2.0pp | −1.8pp | −0.5pp | −0.3pp | +2.7pp | +1.2pp | −0.1pp | +1.7pp | +1.7pp | −0.0pp |
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.
