| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NIBE-B.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.3% | +8.7% | +4.1% | +7.1% | −11.4% | −0.7% | +4.5% | — | — | — | — | — | +6.6% | +7.5% | −1.0pp |
| 2025 | +3.1% | −9.8% | −5.7% | +7.5% | −3.0% | −1.6% | +16.8% | −14.0% | −4.6% | +0.2% | −6.0% | +2.1% | −17.1% | +17.7% | −34.8pp |
| 2024 | −11.4% | −7.9% | −9.0% | −1.8% | +4.6% | −15.8% | +4.6% | +7.7% | +9.9% | −7.6% | −10.1% | −6.4% | −38.3% | +24.9% | −63.2pp |
| 2023 | +15.7% | −3.5% | +8.7% | −2.8% | −8.4% | −1.8% | −6.9% | −13.8% | −12.6% | −10.6% | −3.5% | +14.3% | −26.7% | +26.2% | −52.8pp |
| 2022 | −36.0% | −3.0% | +23.7% | −7.2% | −12.2% | −9.8% | +32.6% | −1.5% | −0.1% | −12.0% | +11.2% | −0.9% | −28.6% | −18.2% | −10.4pp |
| 2021 | +3.6% | −5.1% | +2.1% | +14.4% | +17.1% | −0.2% | +14.2% | +17.0% | −8.0% | +15.5% | +0.9% | +6.0% | +103.8% | +28.7% | +75.1pp |
| 2020 | +2.9% | −7.0% | −6.9% | +26.5% | +14.3% | −1.5% | +2.0% | +15.7% | −4.9% | −7.1% | +12.6% | +12.2% | +67.0% | +18.3% | +48.6pp |
| 2019 | +13.0% | +12.5% | +3.0% | +7.2% | −5.3% | +13.7% | +0.6% | −10.2% | +1.7% | +5.7% | +10.9% | +10.9% | +80.5% | +31.2% | +49.3pp |
| 2018 | −2.4% | +2.6% | +0.4% | +13.4% | +1.2% | +7.2% | +2.8% | +6.5% | +1.2% | −10.3% | −1.3% | −3.6% | +17.0% | −4.6% | +21.6pp |
| 2017 | +0.5% | +0.6% | −1.3% | +9.6% | +4.4% | −2.0% | −3.1% | −5.1% | +12.2% | +2.1% | −4.7% | −1.5% | +10.6% | +21.7% | −11.1pp |
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. NIBE-B.ST 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 47% | 71% | 71% | 59% | 18% | 65% | 56% | 44% | 50% | 63% | 50% |
| Median | +1.7% | −0.7% | +3.0% | +3.7% | +4.4% | −2.0% | +2.8% | +4.2% | −0.3% | −0.7% | +1.7% | +0.3% |
| Best | +15.7% | +21.0% | +23.7% | +26.5% | +17.1% | +13.7% | +32.6% | +17.0% | +17.5% | +15.5% | +20.3% | +15.8% |
| Worst | −36.0% | −9.8% | −9.0% | −7.2% | −12.7% | −15.8% | −11.8% | −14.0% | −12.6% | −12.0% | −10.1% | −6.4% |
| vs SPY ⓘ | −0.4pp | −1.0pp | +1.2pp | +2.2pp | +1.7pp | −2.6pp | −0.9pp | +3.0pp | −0.4pp | −3.2pp | +0.2pp | +1.7pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
