| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ON | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.6% | +11.0% | −6.9% | +62.8% | +19.7% | −21.6% | −11.4% | — | — | — | — | — | +54.6% | +9.3% | +45.3pp |
| 2025 | −17.0% | −10.1% | −13.5% | −2.4% | +5.8% | +24.7% | +7.5% | −12.0% | −0.6% | +1.6% | +0.3% | +7.8% | −14.1% | +17.7% | −31.8pp |
| 2024 | −14.8% | +11.0% | −6.8% | −4.6% | +4.1% | −6.1% | +14.2% | −0.5% | −6.8% | −2.9% | +0.9% | −11.3% | −24.5% | +24.9% | −49.4pp |
| 2023 | +17.8% | +5.4% | +6.3% | −12.6% | +16.2% | +13.1% | +13.9% | −8.6% | −5.6% | −32.6% | +13.9% | +17.1% | +33.9% | +26.2% | +7.8pp |
| 2022 | −13.1% | +6.1% | +0.0% | −16.8% | +16.4% | −17.1% | +32.7% | +3.0% | −9.4% | −1.4% | +22.4% | −17.1% | −8.2% | −18.2% | +10.0pp |
| 2021 | +5.4% | +16.8% | +3.3% | −6.3% | +2.7% | −4.4% | +2.0% | +13.6% | +3.2% | +5.0% | +27.8% | +10.6% | +107.5% | +28.7% | +78.8pp |
| 2020 | −5.0% | −19.4% | −33.3% | +29.0% | +2.8% | +20.2% | +3.9% | +3.7% | +1.5% | +15.7% | +14.6% | +13.8% | +34.2% | +18.3% | +15.9pp |
| 2019 | +21.4% | +7.2% | −4.2% | +12.1% | −23.0% | +13.8% | +6.4% | −17.2% | +7.9% | +6.2% | +5.2% | +13.6% | +47.7% | +31.2% | +16.4pp |
| 2018 | +18.1% | −3.3% | +2.3% | −9.7% | +13.8% | −11.5% | −0.8% | −3.2% | −13.6% | −7.8% | +12.8% | −13.9% | −21.2% | −4.6% | −16.6pp |
| 2017 | +4.4% | +13.6% | +2.4% | −8.5% | +9.2% | −9.3% | +6.5% | +14.2% | +8.1% | +15.4% | −5.8% | +4.3% | +64.1% | +21.7% | +42.4pp |
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. ON 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 ⓘ | 62% | 67% | 48% | 38% | 76% | 33% | 71% | 43% | 43% | 43% | 76% | 71% |
| Median | +5.4% | +5.4% | +0.0% | −1.3% | +5.8% | −5.6% | +5.8% | −0.8% | −0.9% | −1.4% | +5.2% | +8.3% |
| Best | +35.8% | +27.4% | +14.3% | +62.8% | +32.4% | +24.7% | +32.7% | +14.2% | +16.7% | +17.0% | +27.8% | +21.2% |
| Worst | −27.0% | −19.4% | −33.3% | −16.8% | −23.0% | −21.6% | −17.0% | −17.2% | −28.6% | −32.6% | −42.9% | −17.1% |
| vs SPY ⓘ | +6.3pp | +3.9pp | −3.4pp | −1.6pp | +2.0pp | −4.3pp | −0.4pp | −3.2pp | −0.9pp | −2.0pp | +1.6pp | +6.3pp |
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.
