| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NSP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | −48.0% | +25.2% | +31.5% | −3.1% | +22.0% | +30.8% | — | — | — | — | — | +46.1% | +9.3% | +36.7pp |
| 2025 | −3.2% | +17.3% | +2.1% | −27.1% | −0.4% | −6.2% | −0.9% | −7.3% | −9.9% | −10.3% | −19.8% | +11.4% | −47.8% | +17.7% | −65.5pp |
| 2024 | −2.2% | −11.2% | +8.3% | −6.1% | −8.0% | −3.1% | +12.6% | −8.5% | −5.8% | −10.5% | +0.1% | −1.0% | −32.1% | +24.9% | −57.0pp |
| 2023 | −2.7% | +12.2% | −1.6% | +0.7% | −9.6% | +8.0% | −1.1% | −13.9% | −3.1% | +8.4% | +7.5% | +3.6% | +5.2% | +26.2% | −20.9pp |
| 2022 | −9.0% | −16.3% | +12.2% | +5.6% | −5.6% | +0.3% | +9.9% | −0.7% | −5.9% | +15.6% | +0.4% | −3.8% | −1.9% | −18.2% | +16.3pp |
| 2021 | −3.6% | +13.0% | −5.2% | +4.5% | +5.3% | −1.5% | +9.6% | +11.4% | +0.8% | +12.9% | −7.4% | +4.2% | +50.1% | +28.7% | +21.4pp |
| 2020 | +1.5% | −23.0% | −44.2% | +27.9% | +8.7% | +25.7% | +3.3% | +0.8% | −2.2% | +16.9% | +11.6% | −4.3% | −3.1% | +18.3% | −21.4pp |
| 2019 | +14.3% | +18.4% | −1.8% | −3.3% | −4.7% | +7.5% | −12.9% | −6.9% | −0.1% | +7.1% | −26.4% | +11.1% | −6.7% | +31.2% | −38.0pp |
| 2018 | +6.8% | +6.6% | +6.8% | +15.4% | +14.6% | +3.7% | −0.2% | +26.0% | −1.4% | −6.9% | −8.9% | −6.5% | +64.2% | −4.6% | +68.8pp |
| 2017 | +0.8% | +16.4% | +6.8% | +3.0% | −17.1% | −5.9% | +6.3% | +6.4% | +10.0% | +7.8% | +24.2% | −0.8% | +66.6% | +21.7% | +44.9pp |
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. NSP 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 ⓘ | 48% | 52% | 71% | 62% | 52% | 57% | 52% | 33% | 43% | 71% | 48% | 62% |
| Median | −2.2% | +5.7% | +2.2% | +3.0% | +0.5% | +0.3% | +1.6% | −4.1% | −0.5% | +5.8% | −3.2% | +2.5% |
| Best | +23.8% | +23.5% | +25.2% | +31.5% | +36.4% | +25.7% | +30.8% | +40.5% | +25.3% | +16.9% | +24.2% | +26.9% |
| Worst | −9.0% | −48.0% | −44.2% | −27.1% | −33.3% | −8.1% | −12.9% | −17.0% | −10.0% | −26.6% | −26.4% | −13.5% |
| vs SPY ⓘ | −1.0pp | +3.2pp | +2.7pp | +1.6pp | +1.6pp | +1.5pp | +0.2pp | −5.6pp | +1.6pp | +5.0pp | −5.9pp | +1.2pp |
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.
