| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PIFYF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.7% | −4.3% | −7.9% | +0.4% | −5.3% | −10.2% | −3.5% | — | — | — | — | — | −31.5% | +7.5% | −39.1pp |
| 2025 | −3.9% | −7.5% | −13.5% | −18.5% | +8.9% | +10.3% | +12.1% | −17.2% | +7.8% | +16.2% | +16.8% | −5.8% | −3.8% | +17.7% | −21.5pp |
| 2024 | −1.9% | −15.0% | −11.8% | −1.9% | +10.7% | −5.2% | −12.0% | +10.2% | +6.5% | −16.8% | +1.7% | +3.2% | −31.7% | +24.9% | −56.6pp |
| 2023 | −19.7% | −8.8% | +8.5% | +5.8% | −0.9% | +11.9% | +9.8% | −8.2% | −1.0% | +4.8% | −4.5% | +0.1% | −6.9% | +26.2% | −33.0pp |
| 2022 | +4.4% | +19.6% | +37.8% | +29.6% | +27.7% | −25.9% | +27.7% | +2.4% | −12.2% | +0.0% | −0.0% | +0.9% | +144.6% | −18.2% | +162.8pp |
| 2021 | +12.1% | +24.5% | −10.4% | +7.6% | +11.1% | +24.4% | −4.0% | +20.0% | +47.0% | +14.0% | −16.6% | +0.2% | +200.4% | +28.7% | +171.7pp |
| 2020 | −15.2% | −8.0% | −22.0% | +73.4% | +0.4% | −11.1% | −1.6% | +88.9% | −13.9% | +37.6% | −2.7% | −14.1% | +73.2% | +18.3% | +54.9pp |
| 2019 | +22.1% | −14.5% | +5.4% | −10.6% | −16.0% | −5.0% | −17.5% | −33.7% | +44.1% | −12.1% | +6.4% | +2.6% | −40.6% | +31.2% | −71.8pp |
| 2018 | −26.0% | −14.5% | −4.9% | +6.2% | +4.1% | +14.8% | +11.9% | −11.9% | −21.0% | +2.5% | +4.0% | −28.0% | −54.3% | −4.6% | −49.8pp |
| 2017 | −6.9% | −26.6% | +8.5% | −10.3% | +4.8% | +4.9% | −5.0% | −1.8% | −8.1% | −22.0% | +11.1% | −14.4% | −53.5% | +21.7% | −75.2pp |
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. PIFYF 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.
