| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +32.7% | −5.1% | +11.4% | −8.1% | −0.5% | −8.7% | +20.0% | — | — | — | — | — | +40.3% | +7.5% | +32.7pp |
| 2025 | +11.9% | −1.8% | +9.3% | −2.7% | +13.3% | −1.4% | −0.6% | +12.5% | +2.2% | +15.7% | +1.0% | +8.0% | +88.4% | +17.7% | +70.7pp |
| 2024 | −13.4% | +7.0% | +11.0% | +21.2% | −0.6% | −8.2% | +3.1% | −10.8% | −7.6% | −2.3% | −19.5% | −1.7% | −25.2% | +24.9% | −50.1pp |
| 2023 | +20.3% | −14.3% | +2.5% | +9.6% | +1.1% | +0.2% | +16.9% | −23.8% | +7.4% | −10.6% | −32.2% | −21.2% | −46.5% | +26.2% | −72.7pp |
| 2022 | +13.9% | +33.3% | +8.1% | +24.2% | −7.9% | −31.9% | +38.5% | +2.6% | −14.8% | +7.5% | +4.5% | −18.4% | +41.9% | −18.2% | +60.1pp |
| 2021 | +39.9% | −2.7% | +13.5% | +21.6% | +14.5% | +17.0% | +6.5% | −4.1% | +50.7% | −2.0% | −13.2% | +12.1% | +269.0% | +28.7% | +240.3pp |
| 2020 | −6.9% | −30.9% | −29.7% | +29.7% | +42.2% | −33.3% | −4.8% | +10.6% | −8.4% | +6.1% | −3.5% | −3.0% | −46.7% | +18.3% | −65.0pp |
| 2019 | +9.8% | +21.1% | −8.1% | +3.1% | −0.2% | +3.1% | +1.4% | −3.3% | −9.6% | +0.5% | −2.3% | +1.5% | +14.4% | +31.2% | −16.8pp |
| 2018 | +23.0% | −1.6% | +0.3% | +5.4% | +1.0% | −6.3% | −0.9% | +3.4% | −4.7% | −6.9% | −7.8% | −10.5% | −9.1% | −4.6% | −4.5pp |
| 2017 | +4.4% | +10.7% | −3.5% | −1.5% | +4.8% | −7.0% | −9.2% | +10.6% | +5.5% | −4.2% | +7.1% | +0.6% | +17.2% | +21.7% | −4.5pp |
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. NRT 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 ⓘ | 76% | 57% | 57% | 86% | 52% | 43% | 57% | 52% | 33% | 62% | 29% | 29% |
| Median | +9.8% | +0.7% | +0.5% | +7.8% | +1.0% | −1.7% | +1.3% | +0.5% | −4.7% | +0.8% | −3.5% | −2.9% |
| Best | +39.9% | +33.3% | +13.5% | +29.7% | +42.2% | +17.0% | +38.5% | +16.4% | +50.7% | +15.7% | +7.1% | +12.1% |
| Worst | −13.4% | −30.9% | −29.7% | −8.1% | −8.4% | −33.3% | −11.4% | −23.8% | −14.8% | −11.8% | −32.2% | −21.2% |
| vs SPY ⓘ | +9.2pp | +0.6pp | −1.7pp | +3.3pp | +0.3pp | −3.9pp | −0.1pp | −1.6pp | −4.6pp | −0.2pp | −5.8pp | −4.8pp |
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.
