| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PGC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.9% | +5.7% | +5.1% | +18.6% | +3.7% | +9.4% | −2.8% | — | — | — | — | — | +65.6% | +7.5% | +58.1pp |
| 2025 | −1.2% | +2.4% | −12.2% | −2.5% | −0.8% | +3.0% | −9.8% | +14.1% | −4.9% | −8.3% | +6.9% | +3.1% | −12.5% | +17.7% | −30.2pp |
| 2024 | −7.5% | −12.0% | +0.4% | −8.0% | −2.8% | +4.4% | +24.8% | +1.3% | −4.0% | +17.3% | +12.6% | −11.3% | +8.3% | +24.9% | −16.6pp |
| 2023 | −0.3% | +0.3% | −20.3% | −10.3% | −0.4% | +2.6% | +7.9% | −6.5% | −5.9% | −8.9% | +6.5% | +20.0% | −19.3% | +26.2% | −45.5pp |
| 2022 | +4.1% | +2.5% | −7.9% | −10.8% | +8.9% | −11.9% | +10.0% | +3.2% | −0.1% | +17.6% | +4.3% | −9.7% | +5.7% | −18.2% | +23.9pp |
| 2021 | +3.3% | +17.2% | +12.3% | +3.6% | +4.0% | −6.5% | +3.7% | +3.6% | +0.2% | +0.6% | −1.3% | +7.0% | +56.5% | +28.7% | +27.8pp |
| 2020 | −5.4% | −5.9% | −34.6% | +5.1% | +0.1% | −0.5% | −13.1% | +4.7% | −10.9% | +11.4% | +30.8% | +3.4% | −25.6% | +18.3% | −43.9pp |
| 2019 | +6.0% | +9.2% | −9.8% | +10.3% | −6.4% | +4.0% | +1.1% | −0.9% | −0.4% | +4.2% | +2.6% | +3.3% | +23.6% | +31.2% | −7.6pp |
| 2018 | +1.4% | −7.0% | +1.2% | −1.0% | +4.6% | +0.3% | −4.9% | +1.8% | −7.5% | −12.6% | +6.2% | −12.0% | −27.6% | −4.6% | −23.1pp |
| 2017 | −2.2% | +3.9% | −5.6% | +8.3% | −5.1% | +3.0% | −0.1% | −2.4% | +10.7% | +2.8% | +1.7% | −0.6% | +14.1% | +21.7% | −7.6pp |
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. PGC 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 ⓘ | 57% | 67% | 62% | 48% | 38% | 62% | 48% | 38% | 43% | 57% | 67% | 62% |
| Median | +0.4% | +1.0% | +1.2% | −1.0% | −0.8% | +3.0% | −0.1% | −2.3% | −0.2% | +1.1% | +1.7% | +3.3% |
| Best | +13.9% | +19.5% | +24.6% | +18.6% | +8.9% | +14.1% | +24.8% | +14.1% | +14.2% | +17.6% | +30.8% | +20.0% |
| Worst | −16.9% | −28.9% | −34.6% | −13.4% | −10.9% | −21.1% | −13.1% | −15.0% | −10.9% | −17.6% | −12.1% | −14.1% |
| vs SPY ⓘ | −0.7pp | +2.0pp | −0.7pp | −2.8pp | −0.9pp | −2.1pp | −0.5pp | −1.4pp | −1.2pp | −2.0pp | +0.6pp | +0.8pp |
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.
