| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NVZMY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.2% | −4.2% | +2.3% | +2.7% | −5.5% | +9.2% | +3.8% | — | — | — | — | — | +4.4% | +9.3% | −5.0pp |
| 2025 | +1.1% | +5.4% | −3.3% | +12.5% | +8.9% | +1.3% | −9.3% | −1.2% | −4.3% | −2.4% | +4.6% | +1.9% | +14.3% | +17.7% | −3.4pp |
| 2024 | −7.2% | +10.7% | +4.4% | −6.3% | +8.9% | +2.3% | +4.6% | +8.4% | +4.5% | −12.9% | −6.4% | −3.8% | +4.0% | +24.9% | −20.9pp |
| 2023 | +2.6% | −7.3% | +10.4% | +1.8% | −7.4% | −3.3% | +7.7% | −13.5% | −7.3% | +13.6% | +15.3% | +5.8% | +14.5% | +26.2% | −11.7pp |
| 2022 | −17.6% | −4.9% | +6.8% | +1.4% | −8.7% | −5.5% | +6.5% | −10.4% | −12.6% | +4.7% | +10.3% | −12.7% | −38.5% | −18.2% | −20.3pp |
| 2021 | +5.6% | +2.3% | +5.5% | +10.9% | +2.9% | +3.0% | +4.0% | +3.3% | −15.5% | +7.8% | +2.7% | +9.8% | +47.6% | +28.7% | +18.8pp |
| 2020 · part | — | — | — | — | — | — | +4.3% | −2.3% | +6.8% | −4.2% | −5.3% | −0.0% | −1.3% | +18.3% | −19.6pp |
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. NVZMY 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 50% | 83% | 83% | 50% | 67% | 86% | 33% | 33% | 50% | 67% | 50% |
| Median | −1.0% | −1.0% | +4.9% | +2.2% | −1.3% | +1.8% | +4.3% | −1.7% | −5.8% | +1.2% | +3.6% | +1.0% |
| Best | +5.6% | +10.7% | +10.4% | +12.5% | +8.9% | +9.2% | +7.7% | +8.4% | +6.8% | +13.6% | +15.3% | +9.8% |
| Worst | −17.6% | −7.3% | −3.3% | −6.3% | −8.7% | −5.5% | −9.3% | −13.5% | −15.5% | −12.9% | −6.4% | −12.7% |
| vs SPY ⓘ | −4.2pp | −1.3pp | +2.7pp | +2.9pp | −2.8pp | −0.3pp | +1.5pp | −4.8pp | −2.9pp | −2.6pp | +3.9pp | −0.1pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
