| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PKX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.5% | +17.3% | −16.0% | +35.7% | −10.7% | −27.5% | −5.3% | — | — | — | — | — | −8.5% | +7.5% | −16.1pp |
| 2025 | +2.7% | +4.8% | +2.8% | −4.2% | +1.4% | +6.1% | +12.7% | −4.8% | −4.6% | +11.0% | −2.8% | +0.2% | +26.2% | +17.7% | +8.5pp |
| 2024 | −18.0% | +4.2% | −1.8% | −8.8% | −5.8% | −1.8% | −0.5% | −2.5% | +10.3% | −14.1% | −14.1% | −16.0% | −53.0% | +24.9% | −77.9pp |
| 2023 | +13.7% | −1.5% | +15.1% | +2.1% | −4.6% | +9.6% | +69.7% | −12.5% | −6.2% | −25.4% | +21.8% | +2.0% | +77.9% | +26.2% | +51.7pp |
| 2022 | −3.0% | +4.9% | −0.1% | −4.3% | +1.4% | −21.3% | +5.2% | +0.4% | −21.4% | +18.5% | +31.5% | −3.9% | −3.5% | −18.2% | +14.7pp |
| 2021 | −12.1% | +11.5% | +18.2% | +12.8% | −1.6% | −4.2% | +2.9% | −9.6% | −3.4% | −8.3% | −12.8% | +5.7% | −6.5% | +28.7% | −35.2pp |
| 2020 | −12.3% | −9.3% | −19.0% | +14.0% | −0.8% | +0.4% | +8.0% | −3.4% | +8.3% | +10.6% | +15.2% | +16.8% | +23.1% | +18.3% | +4.8pp |
| 2019 | +9.6% | −3.2% | −5.3% | −0.1% | −9.9% | +6.7% | −11.7% | −6.9% | +8.1% | −4.8% | +7.1% | +5.2% | −7.9% | +31.2% | −39.1pp |
| 2018 | +14.5% | −8.1% | −4.1% | +7.6% | −7.0% | −6.1% | −1.0% | −1.1% | −9.0% | −12.7% | −4.2% | −0.5% | −29.7% | −4.6% | −25.1pp |
| 2017 | +10.1% | +7.2% | +4.0% | −8.5% | +6.5% | −0.5% | +20.0% | +0.7% | −8.2% | +5.2% | +4.5% | +2.5% | +48.7% | +21.7% | +27.0pp |
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. PKX 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 ⓘ | 48% | 62% | 52% | 57% | 29% | 48% | 67% | 43% | 52% | 48% | 43% | 57% |
| Median | −0.8% | +1.8% | +1.3% | +2.1% | −4.6% | −0.5% | +5.2% | −2.5% | +0.0% | −1.8% | −2.8% | +0.7% |
| Best | +15.9% | +17.3% | +33.2% | +35.7% | +13.9% | +9.6% | +69.7% | +7.6% | +16.6% | +18.5% | +31.5% | +30.3% |
| Worst | −18.0% | −21.0% | −19.0% | −8.8% | −16.1% | −27.5% | −15.4% | −19.3% | −21.4% | −28.0% | −14.1% | −16.0% |
| vs SPY ⓘ | −0.0pp | −0.9pp | −1.4pp | +0.5pp | −5.0pp | −0.3pp | +3.1pp | −1.6pp | −0.9pp | −2.1pp | −3.0pp | +1.0pp |
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.
