| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PBH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.5% | +7.5% | −14.5% | −5.0% | −15.6% | −0.5% | +10.4% | — | — | — | — | — | −15.4% | +7.5% | −22.9pp |
| 2025 | −1.7% | +10.4% | +1.4% | −5.5% | +5.5% | −6.8% | −7.4% | −8.0% | −8.3% | −2.9% | −1.7% | +3.6% | −21.0% | +17.7% | −38.7pp |
| 2024 | +0.5% | +13.1% | +4.3% | −1.1% | −10.4% | +7.1% | +2.8% | +5.4% | −3.4% | +2.3% | +14.9% | −7.9% | +27.6% | +24.9% | +2.7pp |
| 2023 | +5.0% | −8.4% | +4.0% | −1.8% | −7.0% | +3.8% | +9.7% | −10.6% | −2.0% | +3.8% | −3.4% | +6.7% | −2.2% | +26.2% | −28.4pp |
| 2022 | −6.9% | +5.5% | −11.1% | +3.2% | +2.1% | +5.3% | +2.6% | −16.1% | −1.5% | +9.3% | +12.8% | +1.9% | +3.2% | −18.2% | +21.4pp |
| 2021 | +14.7% | +4.3% | +5.7% | −1.2% | +14.5% | +4.5% | +0.9% | +9.2% | −2.2% | +6.9% | −6.7% | +8.4% | +73.9% | +28.7% | +45.2pp |
| 2020 | +0.1% | −7.9% | −1.8% | +10.9% | +3.7% | −11.0% | −1.0% | −2.0% | −0.0% | −9.3% | +7.7% | −2.0% | −13.9% | +18.3% | −32.2pp |
| 2019 | −9.6% | +4.8% | +2.2% | −1.6% | −1.3% | +9.1% | +9.2% | −7.9% | +8.8% | +2.2% | +6.5% | +7.2% | +31.2% | +31.2% | −0.1pp |
| 2018 | −5.8% | −19.2% | −0.2% | −12.7% | +13.6% | +14.8% | −6.9% | +7.8% | −0.3% | −4.6% | +7.4% | −20.5% | −29.6% | −4.6% | −25.0pp |
| 2017 | +1.3% | +7.3% | −1.9% | +3.3% | −12.2% | +4.8% | +1.6% | −5.4% | −1.2% | −6.4% | −3.6% | −1.7% | −14.8% | +21.7% | −36.5pp |
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. PBH 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 ⓘ | 38% | 62% | 67% | 57% | 52% | 48% | 57% | 33% | 29% | 57% | 62% | 71% |
| Median | −1.1% | +4.3% | +4.0% | +0.5% | +1.1% | −0.5% | +1.6% | −4.2% | −2.0% | +2.3% | +3.8% | +3.6% |
| Best | +14.7% | +28.5% | +12.1% | +24.7% | +21.5% | +15.1% | +16.4% | +14.4% | +33.6% | +16.9% | +24.2% | +34.9% |
| Worst | −39.8% | −19.2% | −14.5% | −12.7% | −20.4% | −11.0% | −11.9% | −16.1% | −16.0% | −22.2% | −19.8% | −20.5% |
| vs SPY ⓘ | −1.2pp | +1.6pp | +2.5pp | −0.8pp | −1.1pp | +1.1pp | −1.3pp | −5.5pp | −0.4pp | +0.0pp | −0.5pp | +3.5pp |
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.
