| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NEO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.6% | −18.5% | −24.5% | +24.8% | +13.6% | +38.7% | +4.7% | — | — | — | — | — | +29.8% | +7.5% | +22.3pp |
| 2025 | −13.2% | −30.1% | −5.0% | −32.6% | +13.8% | +0.4% | −33.8% | +81.4% | −12.1% | +26.6% | +23.8% | −2.8% | −28.6% | +17.7% | −46.4pp |
| 2024 | −8.2% | +5.1% | +0.8% | −11.5% | −1.5% | +1.2% | +27.8% | −6.8% | −10.7% | −7.9% | +30.5% | −7.1% | +1.9% | +24.9% | −23.0pp |
| 2023 | +28.6% | +41.8% | +3.3% | −16.0% | +17.5% | −6.5% | +7.8% | −13.3% | −18.2% | +14.0% | +29.6% | −11.0% | +75.1% | +26.2% | +48.9pp |
| 2022 | −33.9% | −5.0% | −43.3% | −22.2% | −10.9% | −3.2% | +24.2% | −0.7% | −14.3% | −11.7% | +47.4% | −17.6% | −72.9% | −18.2% | −54.7pp |
| 2021 | −1.5% | −3.9% | −5.4% | +1.6% | −16.2% | +10.1% | +2.1% | +5.5% | −0.8% | −4.6% | −25.5% | −0.4% | −36.6% | +28.7% | −65.4pp |
| 2020 | +10.2% | −12.1% | −2.5% | −1.0% | −2.4% | +16.1% | +23.4% | +1.9% | −5.3% | +6.3% | +21.3% | +14.0% | +85.5% | +18.3% | +67.2pp |
| 2019 | +31.8% | +17.9% | +4.4% | +1.8% | +4.2% | +1.1% | +11.1% | +2.5% | −23.5% | +19.9% | +12.6% | +13.3% | +132.0% | +31.2% | +100.7pp |
| 2018 | −12.9% | +8.8% | −2.9% | +17.4% | +21.1% | +13.0% | +6.8% | −1.1% | +10.8% | +20.1% | −11.1% | −23.1% | +42.3% | −4.6% | +46.9pp |
| 2017 | −6.0% | +0.1% | −2.2% | −4.3% | +0.1% | +18.5% | +5.5% | +7.0% | +10.1% | −22.1% | +6.6% | −4.1% | +3.4% | +21.7% | −18.3pp |
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. NEO 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 ⓘ | 52% | 43% | 62% | 43% | 67% | 57% | 76% | 52% | 43% | 57% | 62% | 24% |
| Median | +2.6% | −4.6% | +1.5% | −1.0% | +3.6% | +1.1% | +8.5% | +1.9% | −0.8% | +7.8% | +5.8% | −4.1% |
| Best | +31.8% | +52.4% | +53.1% | +25.7% | +51.2% | +38.7% | +56.0% | +81.4% | +38.9% | +40.6% | +47.4% | +14.0% |
| Worst | −33.9% | −30.1% | −43.3% | −32.6% | −16.2% | −12.4% | −33.8% | −23.9% | −25.0% | −22.1% | −25.5% | −23.1% |
| vs SPY ⓘ | +1.4pp | −4.2pp | −0.1pp | −4.0pp | +6.0pp | +0.7pp | +7.0pp | +1.6pp | −1.5pp | +6.3pp | +3.5pp | −5.0pp |
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.
