| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PPRUY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.8% | +7.4% | −9.8% | −9.7% | +7.8% | −3.0% | +19.2% | — | — | — | — | — | −2.8% | +9.3% | −12.1pp |
| 2025 | +6.8% | +7.3% | −25.7% | −2.4% | −1.0% | +11.2% | +13.2% | +8.8% | +23.9% | +5.9% | −3.8% | +3.7% | +47.4% | +17.7% | +29.6pp |
| 2024 | −5.8% | +11.7% | −13.9% | −10.4% | −0.0% | +5.1% | −15.3% | −6.8% | −0.1% | −13.2% | −6.2% | +5.6% | −42.0% | +24.9% | −66.9pp |
| 2023 | +24.3% | −5.9% | +10.9% | −1.4% | −15.5% | +3.7% | +3.8% | −6.7% | −15.2% | −11.0% | +6.3% | +2.9% | −10.5% | +26.2% | −36.7pp |
| 2022 | −7.0% | −5.7% | −10.0% | −15.7% | +4.1% | −5.5% | +11.0% | −12.1% | −12.1% | +3.8% | +30.0% | −15.0% | −35.6% | −18.2% | −17.5pp |
| 2021 | −8.9% | −3.7% | +9.1% | +17.0% | +14.5% | −4.4% | +2.3% | −11.4% | −10.3% | +5.5% | +2.8% | +4.1% | +12.5% | +28.7% | −16.2pp |
| 2020 | −6.0% | −7.6% | −8.0% | −2.5% | +4.0% | +5.3% | +3.7% | +8.8% | +7.6% | −9.5% | +19.8% | +0.4% | +12.5% | +18.3% | −5.8pp |
| 2019 | +8.3% | +8.7% | +5.2% | +3.7% | −11.8% | +14.0% | −12.5% | −5.9% | +4.8% | +12.0% | +5.7% | +8.5% | +42.9% | +31.2% | +11.7pp |
| 2018 | +8.0% | −7.1% | +2.3% | +19.7% | +7.1% | −1.8% | −5.1% | +1.7% | −1.2% | −17.0% | −1.8% | +7.3% | +7.8% | −4.6% | +12.3pp |
| 2017 | +8.2% | +2.0% | +6.7% | +20.1% | +9.0% | +3.0% | +1.8% | +8.0% | +6.1% | +15.0% | −3.1% | +5.9% | +118.4% | +21.7% | +96.6pp |
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. PPRUY 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 53% | 60% | 47% | 47% | 47% | 53% | 73% | 40% | 40% | 60% | 47% | 60% |
| Median | +6.8% | +2.5% | −2.1% | −1.4% | −0.0% | +1.2% | +3.8% | −1.2% | −0.1% | +3.8% | −1.8% | +2.9% |
| Best | +24.3% | +11.7% | +10.9% | +20.1% | +14.5% | +14.0% | +19.2% | +8.8% | +23.9% | +15.0% | +30.0% | +8.5% |
| Worst | −10.8% | −7.6% | −25.7% | −15.7% | −15.5% | −5.5% | −15.3% | −12.1% | −15.2% | −17.0% | −7.0% | −15.0% |
| vs SPY ⓘ | +2.4pp | +0.3pp | −2.8pp | −1.5pp | −3.0pp | +0.8pp | +0.5pp | −3.4pp | −1.8pp | −3.0pp | −2.8pp | −0.5pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
