| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PNW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.5% | +8.3% | +0.4% | +2.9% | −3.0% | +7.3% | −5.3% | — | — | — | — | — | +16.4% | +9.3% | +7.0pp |
| 2025 | +2.6% | +7.5% | +2.9% | −0.1% | −3.2% | −1.9% | +1.3% | −0.4% | +0.3% | −1.3% | +3.7% | −2.4% | +8.9% | +17.7% | −8.8pp |
| 2024 | −2.9% | −0.8% | +9.4% | −0.3% | +7.1% | −3.1% | +12.1% | +3.3% | +1.2% | −0.9% | +7.8% | −9.5% | +23.5% | +24.9% | −1.4pp |
| 2023 | −0.8% | −1.2% | +7.5% | +0.1% | −1.5% | +5.4% | +2.7% | −6.7% | −4.6% | +1.9% | +1.0% | −4.1% | −1.2% | +26.2% | −27.4pp |
| 2022 | −0.2% | +1.8% | +10.3% | −7.8% | +9.1% | −5.8% | +1.7% | +2.6% | −14.4% | +5.5% | +16.5% | −2.9% | +13.0% | −18.2% | +31.2pp |
| 2021 | −4.8% | −7.1% | +16.3% | +5.1% | −0.1% | −3.1% | +2.9% | −8.0% | −5.9% | −10.9% | +2.2% | +8.5% | −7.8% | +28.7% | −36.5pp |
| 2020 | +9.5% | −8.4% | −15.3% | +1.6% | +2.2% | −5.9% | +14.4% | −11.7% | +1.6% | +10.5% | +0.3% | −2.3% | −7.7% | +18.3% | −26.0pp |
| 2019 | +4.3% | +6.4% | +2.0% | +0.5% | −1.4% | +0.2% | −2.3% | +4.5% | +1.8% | −3.0% | −6.4% | +2.9% | +9.1% | +31.2% | −22.2pp |
| 2018 | −5.3% | −3.7% | +3.7% | +1.7% | −1.1% | +1.2% | +0.7% | −2.3% | +0.8% | +4.8% | +8.6% | −4.7% | +3.6% | −4.6% | +8.1pp |
| 2017 | +0.3% | +5.9% | +1.4% | +2.8% | +3.8% | −3.6% | +2.6% | +3.7% | −6.0% | +4.5% | +4.7% | −7.2% | +12.7% | +21.7% | −9.0pp |
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. PNW 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 ⓘ | 52% | 48% | 76% | 71% | 43% | 48% | 71% | 52% | 48% | 62% | 62% | 48% |
| Median | +0.3% | −0.5% | +1.8% | +1.6% | −0.5% | −1.5% | +2.7% | +2.6% | −0.3% | +1.4% | +2.2% | −0.3% |
| Best | +9.5% | +8.3% | +16.3% | +6.2% | +9.1% | +10.2% | +14.4% | +6.8% | +7.7% | +13.6% | +16.5% | +8.5% |
| Worst | −8.5% | −21.5% | −15.3% | −7.8% | −7.3% | −14.2% | −6.6% | −11.7% | −14.4% | −10.9% | −6.4% | −9.5% |
| vs SPY ⓘ | −0.1pp | −0.1pp | +1.1pp | −0.2pp | −1.7pp | −0.5pp | −0.5pp | +1.0pp | −1.2pp | +0.0pp | +1.2pp | +0.1pp |
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.
