| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NSIT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.1% | −0.5% | −19.8% | +8.8% | +45.9% | +14.5% | +4.9% | — | — | — | — | — | +56.8% | +9.3% | +47.5pp |
| 2025 | +13.6% | −10.9% | −2.5% | −7.8% | −5.7% | +5.9% | −14.1% | +9.8% | −12.9% | −11.8% | −13.4% | −5.9% | −46.4% | +17.7% | −64.2pp |
| 2024 | +4.3% | +1.8% | −1.3% | −1.6% | +7.1% | +1.5% | +13.2% | −3.3% | −0.8% | −18.8% | −10.6% | −2.8% | −14.2% | +24.9% | −39.0pp |
| 2023 | +12.4% | +18.8% | +6.8% | −15.4% | +11.8% | +8.2% | +0.2% | +9.1% | −9.1% | −1.5% | +5.7% | +17.0% | +76.7% | +26.2% | +50.5pp |
| 2022 | −11.7% | +10.5% | +3.2% | −7.4% | −0.6% | −12.7% | +8.3% | −2.5% | −9.6% | +14.7% | +9.9% | −3.5% | −5.9% | −18.2% | +12.2pp |
| 2021 | +0.0% | +9.8% | +14.2% | +5.2% | +4.1% | −4.3% | +0.4% | +2.5% | −12.5% | +5.1% | +4.1% | +8.1% | +40.1% | +28.7% | +11.4pp |
| 2020 | −6.3% | −16.4% | −23.5% | +28.9% | −5.6% | −4.0% | +1.3% | +20.0% | −5.4% | −5.7% | +34.0% | +6.4% | +8.3% | +18.3% | −10.1pp |
| 2019 | +12.7% | +21.6% | −1.4% | +2.8% | −9.0% | +13.1% | −5.5% | −12.6% | +15.9% | +10.2% | +6.9% | +7.2% | +72.5% | +31.2% | +41.3pp |
| 2018 | −3.1% | −5.9% | +0.0% | +1.5% | +32.3% | +4.3% | +2.7% | +9.7% | −1.9% | −4.4% | −13.8% | −8.6% | +6.4% | −4.6% | +11.0pp |
| 2017 | −8.2% | +14.1% | −3.0% | +2.5% | −1.3% | −3.7% | +1.3% | −1.1% | +14.6% | −1.9% | −13.4% | −1.8% | −5.3% | +21.7% | −27.0pp |
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. NSIT 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% | 67% | 52% | 57% | 57% | 62% | 62% | 57% | 38% | 43% | 52% | 52% |
| Median | +0.7% | +8.9% | +2.2% | +0.8% | +4.1% | +2.0% | +1.3% | +5.1% | −1.2% | −1.7% | +1.5% | +2.5% |
| Best | +20.7% | +31.4% | +16.3% | +86.9% | +45.9% | +27.9% | +20.9% | +30.4% | +19.8% | +14.7% | +34.0% | +69.5% |
| Worst | −24.9% | −49.2% | −23.5% | −31.1% | −26.7% | −12.7% | −14.5% | −12.6% | −19.6% | −27.4% | −58.2% | −8.6% |
| vs SPY ⓘ | +1.7pp | +4.4pp | +1.7pp | −0.6pp | +2.0pp | +1.7pp | −1.3pp | +3.9pp | −2.0pp | −1.9pp | −3.5pp | +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.
