| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PDFS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.6% | +6.1% | −3.2% | +31.0% | +14.0% | +45.0% | −34.8% | — | — | — | — | — | +61.8% | +7.5% | +54.2pp |
| 2025 | +2.9% | −19.2% | −15.1% | −4.0% | −3.5% | +20.8% | +4.0% | −8.0% | +26.3% | +12.8% | −7.0% | +5.3% | +5.4% | +17.7% | −12.4pp |
| 2024 | −2.9% | +8.9% | −0.9% | −10.7% | +16.4% | +3.9% | −3.5% | −10.1% | +0.4% | −10.6% | +11.6% | −14.3% | −15.7% | +24.9% | −40.6pp |
| 2023 | +11.4% | +17.8% | +13.2% | −15.0% | +17.2% | +6.7% | +2.0% | −21.0% | −10.8% | −18.1% | +13.0% | +7.2% | +12.7% | +26.2% | −13.5pp |
| 2022 | −6.5% | −8.0% | +1.9% | −16.6% | +2.8% | −10.0% | +25.4% | −2.2% | −7.0% | −3.9% | +33.0% | −9.1% | −10.3% | −18.2% | +7.9pp |
| 2021 | −10.6% | −5.0% | −3.2% | −0.3% | −1.6% | +4.2% | +2.9% | +20.4% | +2.3% | +2.1% | +27.2% | +6.2% | +47.2% | +28.7% | +18.4pp |
| 2020 | −6.7% | −7.1% | −19.9% | +36.3% | +6.8% | +14.7% | +25.7% | −15.8% | −9.6% | +0.2% | +17.8% | −2.1% | +27.9% | +18.3% | +9.6pp |
| 2019 | +24.7% | +13.3% | +3.7% | +5.1% | −6.4% | +8.0% | +1.8% | −12.3% | +11.6% | +23.6% | −2.0% | +6.6% | +100.4% | +31.2% | +69.1pp |
| 2018 | −12.9% | −18.6% | +4.7% | −4.4% | +13.4% | −5.2% | −12.4% | −17.0% | +3.6% | −11.4% | +15.6% | −8.9% | −46.3% | −4.6% | −41.7pp |
| 2017 | −0.2% | −5.0% | +5.8% | −15.9% | −14.6% | +1.3% | −2.4% | −5.4% | +2.0% | −5.4% | +23.5% | −13.2% | −30.4% | +21.7% | −52.1pp |
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. PDFS 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 ⓘ | 48% | 48% | 52% | 48% | 57% | 76% | 43% | 33% | 62% | 57% | 76% | 52% |
| Median | −0.1% | −0.3% | +1.9% | −0.3% | +2.8% | +4.2% | −3.5% | −5.4% | +2.0% | +1.4% | +5.0% | +3.9% |
| Best | +24.7% | +25.7% | +46.7% | +36.3% | +18.0% | +45.0% | +25.7% | +39.6% | +29.7% | +29.1% | +33.0% | +20.8% |
| Worst | −23.1% | −34.0% | −19.9% | −17.5% | −14.8% | −10.0% | −34.8% | −21.0% | −36.9% | −42.3% | −32.7% | −28.7% |
| vs SPY ⓘ | +1.9pp | +0.8pp | +0.4pp | −3.1pp | +2.6pp | +2.0pp | −4.5pp | −5.7pp | −0.0pp | −1.3pp | +4.3pp | +1.6pp |
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.
