| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PIHLIS.HE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −7.3% | −3.4% | −9.5% | −3.0% | −3.3% | −0.8% | — | — | — | — | — | −25.6% | +7.5% | −33.1pp |
| 2025 | +1.9% | +14.5% | +5.3% | +10.9% | +5.0% | +2.1% | +9.7% | +0.3% | −2.4% | −6.9% | −4.4% | +2.5% | +43.2% | +17.7% | +25.5pp |
| 2024 | +2.3% | +10.1% | −4.4% | +9.8% | +12.3% | +0.4% | +4.9% | +1.2% | −0.8% | +7.2% | +8.1% | −7.9% | +49.8% | +24.9% | +25.0pp |
| 2023 | +2.8% | −7.6% | −7.7% | +22.5% | +2.7% | −0.1% | −6.5% | −8.3% | +0.7% | −9.4% | −2.4% | −1.4% | −17.0% | +26.2% | −43.2pp |
| 2022 | −1.1% | −9.9% | +8.9% | −4.4% | −0.5% | +0.9% | −7.7% | −3.8% | −9.1% | +0.8% | −7.2% | −1.7% | −30.9% | −18.2% | −12.7pp |
| 2021 | +5.5% | +7.6% | +8.9% | +2.6% | −6.8% | +3.7% | +4.4% | +9.3% | −8.5% | −0.5% | +2.9% | +4.6% | +37.1% | +28.7% | +8.4pp |
| 2020 | +0.1% | −1.2% | −6.1% | +4.9% | −2.0% | −3.8% | +3.2% | +0.7% | −29.1% | −14.8% | +4.5% | +1.7% | −38.6% | +18.3% | −56.9pp |
| 2019 | +19.5% | +6.2% | −9.3% | +9.6% | +3.2% | +1.4% | −2.3% | −6.9% | +1.6% | +2.5% | +42.8% | +0.4% | +79.1% | +31.2% | +47.8pp |
| 2018 | +9.9% | −4.0% | −10.4% | +5.9% | −10.2% | −4.9% | −0.2% | +2.1% | −6.3% | −16.6% | +13.2% | −15.3% | −34.5% | −4.6% | −30.0pp |
| 2017 | −8.4% | +5.2% | −8.3% | +4.8% | +5.0% | −1.7% | −2.4% | −6.9% | +0.8% | −1.1% | −7.8% | −8.4% | −26.9% | +21.7% | −48.6pp |
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. PIHLIS.HE 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 64% | 45% | 36% | 73% | 55% | 45% | 42% | 55% | 45% | 27% | 55% | 55% |
| Median | +1.9% | −1.2% | −4.4% | +4.9% | +2.7% | −0.1% | −0.5% | +0.3% | −0.8% | −1.2% | +2.9% | +0.3% |
| Best | +19.5% | +14.5% | +12.2% | +22.5% | +12.3% | +3.7% | +9.7% | +9.3% | +13.6% | +7.2% | +42.8% | +23.0% |
| Worst | −8.4% | −12.8% | −10.4% | −9.5% | −10.2% | −6.8% | −7.7% | −8.3% | −29.1% | −16.6% | −7.8% | −15.3% |
| vs SPY ⓘ | +0.7pp | +1.3pp | +1.6pp | +4.4pp | −0.8pp | −3.1pp | −3.3pp | −1.7pp | −1.2pp | −7.4pp | −4.6pp | −2.0pp |
133 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
