| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PNGAY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.7% | −6.8% | −10.6% | +5.0% | −5.5% | −12.1% | +15.9% | — | — | — | — | — | −6.7% | +9.3% | −16.1pp |
| 2025 | −2.9% | +5.1% | +0.8% | −0.1% | +1.2% | +10.1% | +7.1% | +5.5% | −4.4% | +6.1% | +1.5% | +14.5% | +52.3% | +17.7% | +34.6pp |
| 2024 | −5.9% | +4.8% | −4.3% | +6.5% | +11.9% | −6.8% | −4.9% | +9.6% | +35.8% | −0.3% | −6.1% | −0.4% | +38.5% | +24.9% | +13.6pp |
| 2023 | +18.6% | −12.2% | −5.6% | +13.5% | −13.6% | +4.4% | +13.8% | −17.8% | −3.6% | −11.0% | −9.2% | −1.2% | −27.6% | +26.2% | −53.8pp |
| 2022 | +12.1% | −2.7% | −10.9% | −11.7% | +3.2% | +12.4% | −14.5% | −0.3% | −13.2% | −19.5% | +54.6% | +6.6% | −2.2% | −18.2% | +16.0pp |
| 2021 | −3.5% | +5.2% | −3.3% | −7.3% | +0.3% | −10.5% | −11.0% | −11.5% | −9.4% | +4.6% | −3.1% | +3.0% | −39.2% | +28.7% | −67.9pp |
| 2020 | −4.7% | −0.8% | −12.4% | +2.7% | −0.4% | +0.4% | +6.9% | +2.4% | −3.5% | −0.4% | +13.9% | +4.0% | +6.0% | +18.3% | −12.3pp |
| 2019 | +12.9% | +7.7% | +7.0% | +7.1% | −6.8% | +8.0% | −1.9% | −2.5% | +0.9% | +0.3% | −1.2% | +4.6% | +40.3% | +31.2% | +9.0pp |
| 2018 | +12.9% | −10.6% | −1.6% | −5.6% | +0.5% | −5.2% | +2.0% | +3.0% | +5.9% | −6.2% | +2.3% | −10.4% | −14.6% | −4.6% | −10.1pp |
| 2017 | +3.6% | +3.6% | +5.7% | +0.4% | +14.1% | +3.1% | +12.3% | +8.3% | −2.5% | +14.5% | +12.7% | +4.5% | +114.2% | +21.7% | +92.5pp |
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. PNGAY 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 50% | 30% | 60% | 60% | 60% | 60% | 60% | 40% | 50% | 60% | 60% |
| Median | +7.2% | +1.4% | −3.8% | +1.6% | +0.4% | +1.7% | +4.5% | +2.7% | −3.0% | −0.0% | +1.9% | +3.5% |
| Best | +18.6% | +7.7% | +7.0% | +13.5% | +14.1% | +12.4% | +15.9% | +12.3% | +35.8% | +14.5% | +54.6% | +14.5% |
| Worst | −5.9% | −12.2% | −12.4% | −11.7% | −13.6% | −12.1% | −14.5% | −17.8% | −13.2% | −19.5% | −9.2% | −10.6% |
| vs SPY ⓘ | +3.4pp | −0.1pp | −2.8pp | −1.7pp | −1.2pp | −1.7pp | −0.3pp | +1.6pp | −0.4pp | +0.6pp | +0.8pp | +1.0pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
