| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | POOL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.1% | −10.6% | −10.4% | +5.4% | −14.3% | +18.5% | −10.0% | — | — | — | — | — | −14.3% | +7.5% | −21.8pp |
| 2025 | +1.0% | +0.8% | −7.9% | −7.9% | +3.0% | −3.0% | +5.7% | +1.2% | −0.2% | −13.9% | −8.3% | −6.1% | −31.8% | +17.7% | −49.5pp |
| 2024 | −6.9% | +7.2% | +1.6% | −10.2% | +0.6% | −15.5% | +21.7% | −5.7% | +7.2% | −4.0% | +4.6% | −9.6% | −13.4% | +24.9% | −38.3pp |
| 2023 | +27.5% | −7.5% | −3.8% | +2.6% | −9.7% | +18.5% | +2.7% | −4.7% | −2.6% | −11.3% | +10.4% | +14.8% | +33.5% | +26.2% | +7.3pp |
| 2022 | −15.9% | −3.7% | −7.6% | −4.2% | −1.4% | −11.9% | +1.8% | −4.9% | −6.2% | −4.4% | +8.6% | −8.2% | −46.0% | −18.2% | −27.9pp |
| 2021 | −4.9% | −5.5% | +3.3% | +22.4% | +3.5% | +5.1% | +4.2% | +3.6% | −12.1% | +18.6% | +7.7% | +2.1% | +53.0% | +28.7% | +24.2pp |
| 2020 | +3.3% | −3.8% | −6.5% | +7.6% | +27.4% | +1.1% | +16.5% | +3.7% | +2.0% | +4.6% | −0.9% | +7.6% | +77.0% | +18.3% | +58.6pp |
| 2019 | +0.8% | +6.4% | +3.7% | +11.4% | −1.9% | +6.2% | −0.9% | +4.0% | +2.7% | +2.8% | −0.2% | +2.9% | +44.5% | +31.2% | +13.3pp |
| 2018 | +4.3% | +2.1% | +6.2% | −5.1% | +3.3% | +6.0% | +1.2% | +7.5% | +1.6% | −12.7% | +11.8% | −8.5% | +16.0% | −4.6% | +20.5pp |
| 2017 | +1.2% | +8.7% | +4.3% | +0.2% | −0.1% | −1.3% | −8.0% | −7.5% | +8.5% | +11.7% | +4.3% | +3.2% | +25.8% | +21.7% | +4.1pp |
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. POOL 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 ⓘ | 62% | 52% | 67% | 57% | 52% | 52% | 62% | 48% | 52% | 52% | 62% | 57% |
| Median | +1.2% | +0.8% | +2.3% | +2.1% | +0.4% | +1.0% | +1.0% | −0.7% | +1.0% | +0.3% | +3.4% | +2.1% |
| Best | +27.5% | +11.2% | +14.0% | +33.3% | +27.4% | +18.5% | +42.9% | +10.5% | +8.8% | +18.6% | +11.8% | +14.8% |
| Worst | −15.9% | −22.7% | −10.4% | −10.2% | −14.3% | −15.5% | −13.9% | −16.1% | −23.5% | −25.4% | −9.1% | −9.6% |
| vs SPY ⓘ | −0.1pp | +2.0pp | +1.1pp | −0.7pp | −1.0pp | −0.7pp | −2.4pp | −0.8pp | +1.0pp | −0.3pp | +0.6pp | +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.
