| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PFS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.1% | −4.0% | +0.6% | +7.2% | −1.1% | +6.5% | +1.8% | — | — | — | — | — | +24.5% | +7.5% | +17.0pp |
| 2025 | −1.6% | −0.5% | −5.9% | −4.7% | +3.4% | +5.0% | +3.9% | +10.3% | −2.8% | −5.1% | +6.2% | +3.0% | +10.2% | +17.7% | −7.5pp |
| 2024 | −8.2% | −7.4% | −3.4% | +2.4% | −1.9% | −0.3% | +29.2% | +4.2% | −2.7% | +0.6% | +14.4% | −10.7% | +10.7% | +24.9% | −14.1pp |
| 2023 | +9.8% | +0.5% | −17.9% | −8.9% | −7.7% | +2.9% | +13.5% | −9.9% | −7.2% | −8.1% | +10.1% | +18.5% | −10.8% | +26.2% | −37.0pp |
| 2022 | −0.2% | −0.8% | −1.4% | −5.4% | +5.0% | −3.2% | +9.4% | −3.7% | −16.1% | +15.0% | +1.6% | −5.2% | −8.0% | −18.2% | +10.1pp |
| 2021 | +3.1% | +10.5% | +10.1% | +5.8% | +8.2% | −9.4% | −5.6% | +3.2% | +6.3% | +5.5% | −4.0% | +2.9% | +40.5% | +28.7% | +11.7pp |
| 2020 | −7.5% | −11.5% | −35.6% | +11.6% | −7.4% | +10.9% | −5.5% | −1.9% | −7.4% | +11.2% | +17.3% | +14.6% | −22.5% | +18.3% | −40.9pp |
| 2019 | +2.4% | +12.8% | −5.7% | +2.4% | −9.3% | +1.7% | −0.3% | −0.6% | +3.0% | +1.7% | −1.6% | +1.4% | +6.7% | +31.2% | −24.5pp |
| 2018 | −2.4% | −4.7% | +2.9% | +2.1% | +7.8% | −1.5% | −7.2% | −0.4% | −2.7% | −0.6% | +6.1% | −6.0% | −7.6% | −4.6% | −3.0pp |
| 2017 | −6.5% | +1.0% | −2.6% | −0.6% | −8.5% | +8.7% | +4.5% | −5.5% | +7.3% | +2.0% | +1.3% | −0.8% | −1.2% | +21.7% | −22.9pp |
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. PFS 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.
