| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PDP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +5.6% | −6.4% | +13.1% | +4.6% | +6.2% | −12.3% | — | — | — | — | — | +14.4% | +9.3% | +5.0pp |
| 2025 | +4.4% | −4.4% | −6.9% | +0.1% | +5.4% | +3.0% | +4.3% | −1.7% | +6.1% | +3.0% | −3.4% | −0.9% | +8.4% | +17.7% | −9.4pp |
| 2024 | +1.5% | +9.6% | +3.8% | −6.3% | +4.3% | +1.3% | +0.7% | +2.6% | +2.2% | +0.3% | +12.7% | −7.7% | +26.1% | +24.9% | +1.2pp |
| 2023 | +6.4% | −1.8% | +2.5% | −0.9% | −1.6% | +9.5% | +0.5% | −0.2% | −5.2% | −4.4% | +9.8% | +5.9% | +20.9% | +26.2% | −5.3pp |
| 2022 | −13.7% | −2.7% | +2.1% | −8.0% | +2.9% | −11.2% | +11.0% | −2.0% | −8.6% | +10.6% | +3.0% | −7.4% | −24.5% | −18.2% | −6.3pp |
| 2021 | −2.4% | +1.6% | −2.0% | +2.7% | −1.1% | +3.6% | +2.2% | +3.0% | −5.1% | +9.2% | −2.3% | −0.9% | +7.7% | +28.7% | −21.0pp |
| 2020 | +2.4% | −6.8% | −12.1% | +12.4% | +9.8% | +1.2% | +9.0% | +5.8% | −1.6% | −1.3% | +10.9% | +4.9% | +36.6% | +18.3% | +18.3pp |
| 2019 | +8.3% | +4.8% | +3.0% | +3.7% | −3.1% | +6.0% | +2.3% | +0.8% | −2.0% | +0.2% | +4.0% | +1.5% | +33.1% | +31.2% | +1.9pp |
| 2018 | +6.4% | −3.7% | −0.5% | +0.0% | +5.2% | −0.1% | +1.5% | +6.5% | −0.4% | −11.1% | +0.8% | −9.2% | −6.0% | −4.6% | −1.4pp |
| 2017 | +2.1% | +5.2% | +0.4% | +1.2% | +2.1% | +0.2% | +2.4% | +1.1% | +0.4% | +4.4% | +2.4% | −0.6% | +23.3% | +21.7% | +1.6pp |
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. PDP 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 ⓘ | 19 | 19 | 19 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 58% | 68% | 63% | 65% | 70% | 60% | 75% | 47% | 42% | 63% | 74% | 53% |
| Median | +2.1% | +1.6% | +2.1% | +2.4% | +2.4% | +0.9% | +2.2% | −0.2% | −0.8% | +2.5% | +2.4% | +0.3% |
| Best | +8.3% | +9.6% | +7.0% | +13.1% | +9.8% | +9.5% | +11.0% | +6.5% | +11.2% | +10.6% | +12.7% | +5.9% |
| Worst | −13.7% | −9.0% | −12.1% | −8.0% | −7.2% | −11.2% | −12.3% | −5.8% | −17.6% | −20.4% | −9.6% | −9.2% |
| vs SPY ⓘ | +0.3pp | +1.2pp | +0.2pp | −0.3pp | +0.7pp | −0.5pp | +0.1pp | +0.3pp | −0.5pp | +0.3pp | +0.0pp | −0.9pp |
232 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
