Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NSRGY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.3% | +14.2% | −9.1% | +6.6% | +0.0% | +1.2% | −2.7% | −2.7% | — | — | — | — | +2.5% | +13.4% | −10.9pp |
| 2025 | +4.0% | +13.6% | +4.8% | +8.8% | −0.1% | −6.6% | −12.5% | +8.2% | −2.5% | +4.1% | +4.2% | −0.7% | +24.8% | +17.7% | +7.1pp |
| 2024 | −1.5% | −8.7% | +2.1% | −2.1% | +5.7% | −3.6% | −1.4% | +5.8% | −5.8% | −6.1% | −8.2% | −5.9% | −27.0% | +24.9% | −51.8pp |
| 2023 | +6.0% | −7.9% | +8.1% | +8.1% | −7.4% | +1.4% | +2.1% | −2.3% | −5.8% | −4.8% | +5.7% | +1.5% | +2.8% | +26.2% | −23.4pp |
| 2022 | −8.0% | +0.7% | +0.1% | +1.2% | −5.2% | −4.6% | +5.6% | −4.7% | −8.1% | +1.0% | +9.5% | −3.1% | −15.9% | −18.2% | +2.3pp |
| 2021 | −4.7% | −6.7% | +6.4% | +10.0% | +3.5% | +0.9% | +1.5% | −0.3% | −4.8% | +9.7% | −2.5% | +9.2% | +22.3% | +28.7% | −6.4pp |
| 2020 | +1.8% | −6.7% | +0.1% | +4.7% | +2.8% | +2.2% | +9.7% | −0.6% | −1.0% | −5.9% | −1.1% | +6.0% | +11.6% | +18.3% | −6.7pp |
| 2019 | +7.8% | +3.5% | +5.5% | +3.9% | +2.7% | +4.3% | +2.6% | +5.9% | −3.6% | −1.1% | −3.0% | +4.2% | +37.2% | +31.2% | +6.0pp |
| 2018 | +0.5% | −8.0% | −0.6% | +1.1% | −2.2% | +2.3% | +5.3% | +2.7% | −0.7% | +1.3% | +1.1% | −5.0% | −2.7% | −4.6% | +1.8pp |
| 2017 | +2.1% | +0.6% | +4.4% | +3.2% | +14.1% | +2.4% | −3.3% | +0.6% | −0.9% | +0.3% | +1.4% | +0.7% | +27.5% | +21.7% | +5.8pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 50% | 80% | 90% | 50% | 70% | 60% | 45% | 0% | 50% | 50% | 60% |
| Median | +1.2% | −3.0% | +3.3% | +4.3% | +1.4% | +1.3% | +1.8% | −0.3% | −3.0% | −0.4% | +0.0% | +1.1% |
| Best | +7.8% | +14.2% | +8.1% | +10.0% | +14.1% | +4.3% | +9.7% | +8.2% | −0.6% | +9.7% | +9.5% | +9.2% |
| Worst | −8.0% | −8.7% | −9.1% | −2.1% | −7.4% | −6.6% | −12.5% | −4.7% | −8.1% | −8.1% | −8.2% | −5.9% |
| vs SPY ⓘ | −1.5pp | −1.5pp | +2.9pp | +2.1pp | −3.3pp | −0.5pp | −1.9pp | −0.6pp | −1.2pp | −3.0pp | −2.6pp | +1.8pp |
121 monthly observations · 2016–2026 · benchmark SPY
