| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | POAHY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.6% | −1.2% | −15.0% | +0.8% | +4.2% | −14.6% | +8.3% | — | — | — | — | — | −24.6% | +7.5% | −32.2pp |
| 2025 | +5.2% | −1.0% | −3.4% | +9.1% | +2.6% | −0.5% | +1.3% | +5.8% | −8.1% | +1.0% | +8.7% | +8.2% | +31.3% | +17.7% | +13.6pp |
| 2024 | −2.4% | +7.1% | −0.8% | −3.8% | +8.3% | −13.6% | −1.1% | +0.7% | +2.0% | −10.1% | −11.5% | +2.4% | −22.8% | +24.9% | −47.6pp |
| 2023 | +9.8% | −5.1% | +1.4% | −3.3% | +0.4% | +9.8% | +1.0% | −9.1% | −8.4% | −9.4% | +9.8% | +4.5% | −1.6% | +26.2% | −27.7pp |
| 2022 | −1.3% | +7.0% | −3.4% | −14.7% | +3.2% | −18.9% | +8.9% | −2.1% | −20.9% | −0.4% | +10.1% | −11.7% | −40.5% | −18.2% | −22.3pp |
| 2021 | +0.3% | +13.8% | +32.9% | −0.7% | +4.9% | −2.7% | +2.4% | −6.6% | −1.7% | +5.0% | −19.3% | +12.1% | +37.3% | +28.7% | +8.6pp |
| 2020 | −9.1% | −8.1% | −33.6% | +21.3% | +16.5% | +6.0% | −1.3% | +8.5% | −2.9% | −6.7% | +19.2% | +10.9% | +6.6% | +18.3% | −11.8pp |
| 2019 | +10.7% | +2.6% | −5.6% | +10.7% | −11.1% | +9.0% | +1.6% | −4.6% | +3.3% | +13.2% | +0.5% | +0.5% | +31.7% | +31.2% | +0.5pp |
| 2018 | +10.5% | −9.6% | −0.6% | +2.1% | −10.7% | −14.0% | +6.5% | −6.5% | +6.0% | −5.1% | +1.1% | −9.1% | −28.3% | −4.6% | −23.7pp |
| 2017 | +10.8% | −8.0% | −1.3% | +7.4% | −0.3% | +0.1% | +1.8% | −0.9% | +12.8% | +14.5% | +14.8% | −0.2% | +61.0% | +21.7% | +39.3pp |
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. POAHY 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.
