| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PACB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.9% | −25.7% | −21.4% | +20.5% | −6.3% | +12.8% | −16.7% | — | — | — | — | — | −25.1% | +7.5% | −32.7pp |
| 2025 | −15.8% | −5.8% | −18.6% | −5.9% | −13.2% | +28.7% | +11.3% | −5.1% | −2.3% | +82.8% | −0.9% | −19.4% | +2.2% | +17.7% | −15.5pp |
| 2024 | −33.6% | −15.1% | −32.2% | −56.0% | +8.5% | −23.5% | +50.4% | −33.5% | +24.1% | +27.6% | −12.0% | −4.2% | −81.3% | +24.9% | −106.2pp |
| 2023 | +35.6% | −18.1% | +27.5% | −8.5% | +16.8% | +7.4% | −0.7% | −14.6% | −26.0% | −26.0% | +37.2% | +15.7% | +19.9% | +26.2% | −6.2pp |
| 2022 | −45.4% | +6.6% | −23.7% | −30.3% | −11.2% | −21.5% | −1.1% | +34.1% | −0.9% | +45.3% | +27.4% | −23.9% | −60.0% | −18.2% | −41.8pp |
| 2021 | +24.7% | −5.5% | +9.0% | −10.4% | −9.4% | +29.3% | −8.1% | −2.6% | −18.4% | +3.6% | −12.3% | −11.8% | −21.1% | +28.7% | −49.9pp |
| 2020 | −9.1% | −27.2% | −10.0% | +8.0% | +6.5% | −2.0% | +8.1% | +76.9% | +49.5% | +32.8% | +20.6% | +64.1% | +404.7% | +18.3% | +386.3pp |
| 2019 | −6.5% | +5.6% | −1.1% | +2.2% | −9.3% | −9.7% | −10.7% | +2.8% | −7.0% | −6.2% | +6.2% | +0.0% | −30.5% | +31.2% | −61.8pp |
| 2018 | +7.6% | −16.2% | −13.9% | +25.9% | −1.9% | +40.3% | +7.0% | +31.3% | +8.4% | −17.7% | +75.7% | −5.4% | +180.3% | −4.6% | +184.9pp |
| 2017 | +26.8% | +4.8% | +2.4% | −23.8% | −16.2% | +7.9% | −8.4% | +51.8% | +6.1% | −19.4% | −24.6% | −17.2% | −30.5% | +21.7% | −52.2pp |
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. PACB 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 15 | 15 | 16 | 16 |
| Positive ⓘ | 56% | 19% | 31% | 38% | 38% | 50% | 38% | 53% | 40% | 53% | 56% | 44% |
| Median | +5.1% | −7.3% | −10.4% | −9.4% | −2.3% | +0.1% | −1.2% | +2.8% | −2.3% | +3.6% | +2.9% | −0.9% |
| Best | +60.0% | +6.6% | +27.5% | +25.9% | +16.8% | +40.3% | +50.4% | +76.9% | +49.5% | +94.0% | +75.7% | +64.1% |
| Worst | −45.4% | −27.2% | −32.2% | −56.0% | −16.2% | −27.0% | −26.1% | −35.7% | −54.7% | −29.0% | −27.3% | −50.1% |
| vs SPY ⓘ | +3.7pp | −11.5pp | −8.2pp | −11.3pp | −2.4pp | +0.2pp | −3.9pp | +4.5pp | −5.9pp | −3.4pp | +0.0pp | −0.7pp |
189 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
