| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.2% | +1.6% | −4.1% | +2.9% | +1.2% | −0.3% | −0.7% | — | — | — | — | — | +11.7% | +7.5% | +4.2pp |
| 2025 | −0.9% | −10.8% | +16.5% | +8.6% | −15.0% | −11.1% | −3.6% | +9.6% | −4.7% | −1.6% | −5.0% | −3.2% | −23.0% | +17.7% | −40.7pp |
| 2024 | −6.4% | −2.9% | +45.8% | +12.0% | −10.5% | −17.0% | +6.0% | +10.4% | +13.7% | +0.8% | +7.2% | −2.3% | +54.9% | +24.9% | +30.0pp |
| 2023 | +3.7% | +3.0% | −15.8% | +6.1% | −13.1% | +0.2% | +4.9% | −9.7% | −8.1% | +4.8% | +4.2% | +9.6% | −13.5% | +26.2% | −39.7pp |
| 2022 | −12.2% | −1.8% | +13.9% | −4.3% | +33.4% | +8.4% | −5.5% | −1.6% | −12.3% | +13.3% | −21.6% | +0.1% | −1.3% | −18.2% | +16.9pp |
| 2021 | −5.6% | +24.4% | +34.0% | −4.7% | +2.0% | −9.5% | −7.2% | +13.4% | −15.0% | +0.2% | +6.6% | +21.5% | +60.4% | +28.7% | +31.7pp |
| 2020 | −14.1% | +0.3% | −10.5% | +12.4% | −6.6% | +10.1% | +7.3% | −3.3% | +21.4% | −2.6% | +14.0% | +2.1% | +27.4% | +18.3% | +9.1pp |
| 2019 | +8.0% | +14.2% | −10.4% | −8.5% | −7.9% | +11.6% | +39.5% | −27.5% | +1.9% | +9.8% | +2.7% | −7.8% | +11.4% | +31.2% | −19.8pp |
| 2018 | −8.8% | −38.1% | −2.5% | −2.5% | +20.9% | −5.9% | −1.7% | −7.6% | −24.1% | −11.7% | −20.0% | −17.2% | −75.4% | −4.6% | −70.8pp |
| 2017 | −26.4% | −1.7% | +9.3% | +25.6% | −8.6% | −4.7% | +10.6% | −3.2% | +21.2% | +42.1% | +18.1% | −7.2% | +74.8% | +21.7% | +53.1pp |
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. NL 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 ⓘ | 33% | 57% | 52% | 52% | 38% | 29% | 38% | 43% | 38% | 57% | 62% | 48% |
| Median | −2.3% | +1.5% | +0.5% | +1.5% | −7.9% | −4.7% | −1.7% | −1.4% | −1.1% | +0.8% | +2.4% | −2.3% |
| Best | +19.6% | +24.4% | +45.8% | +35.8% | +34.8% | +11.6% | +39.5% | +98.7% | +34.6% | +42.1% | +95.3% | +30.4% |
| Worst | −31.6% | −38.1% | −18.4% | −9.3% | −37.2% | −17.0% | −10.3% | −42.8% | −33.4% | −18.6% | −21.6% | −17.2% |
| vs SPY ⓘ | −3.6pp | +1.1pp | +0.8pp | −2.6pp | −6.6pp | −4.9pp | +0.0pp | −3.3pp | −3.0pp | −0.1pp | −1.0pp | −1.6pp |
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.
