| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +1.4% | +0.7% | −0.1% | −2.9% | +4.2% | +0.0% | — | — | — | — | — | +3.5% | +7.5% | −4.1pp |
| 2025 | −6.0% | +4.5% | +49.3% | −0.6% | −0.1% | −1.6% | +4.1% | +0.2% | +0.8% | −0.2% | +0.5% | +0.3% | +51.9% | +17.7% | +34.1pp |
| 2024 | −2.4% | −8.4% | +4.3% | +3.9% | +7.6% | −15.0% | +7.2% | +2.3% | +12.2% | −1.0% | +12.3% | −4.8% | +15.4% | +24.9% | −9.5pp |
| 2023 | +11.0% | +2.6% | −6.8% | −2.8% | −32.3% | +24.2% | +11.3% | +5.2% | +6.8% | −10.0% | −27.2% | +11.5% | −20.8% | +26.2% | −47.0pp |
| 2022 | −5.3% | +0.6% | +11.8% | −8.6% | −9.6% | +6.6% | −6.3% | −3.3% | −8.5% | +13.8% | −10.0% | −12.4% | −30.3% | −18.2% | −12.1pp |
| 2021 | +3.0% | +35.0% | +8.3% | −6.6% | −2.6% | −6.4% | −10.9% | +25.7% | −6.5% | −3.7% | +0.4% | +10.2% | +43.4% | +28.7% | +14.7pp |
| 2020 | −16.0% | −10.6% | −6.8% | −14.4% | −35.5% | +5.2% | +1.6% | +4.2% | +2.4% | −1.3% | +3.1% | +12.1% | −49.7% | +18.3% | −68.0pp |
| 2019 | +5.2% | −4.8% | −14.0% | +8.4% | −0.0% | −3.0% | +8.3% | −0.1% | +3.9% | −2.6% | −4.1% | −3.1% | −7.9% | +31.2% | −39.1pp |
| 2018 | −4.3% | −12.6% | +2.2% | −2.6% | −18.8% | −6.9% | +16.5% | +17.1% | −2.2% | −6.5% | −0.4% | −5.2% | −25.9% | −4.6% | −21.3pp |
| 2017 | −3.2% | +8.6% | +2.5% | +2.7% | −3.8% | +2.6% | +1.6% | −13.8% | +3.2% | +2.6% | +10.3% | +0.5% | +12.4% | +21.7% | −9.3pp |
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. PRA 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 ⓘ | 48% | 67% | 71% | 38% | 43% | 52% | 67% | 67% | 57% | 43% | 62% | 57% |
| Median | −1.7% | +1.4% | +1.4% | −0.6% | −0.1% | +1.4% | +1.7% | +2.5% | +1.6% | −0.2% | +1.4% | +0.3% |
| Best | +11.0% | +35.0% | +49.3% | +8.4% | +10.0% | +24.2% | +16.5% | +25.7% | +12.2% | +13.8% | +12.3% | +12.1% |
| Worst | −16.0% | −12.6% | −14.0% | −14.4% | −35.5% | −15.0% | −11.3% | −13.8% | −8.5% | −10.0% | −27.2% | −12.4% |
| vs SPY ⓘ | −1.2pp | +2.2pp | +1.0pp | +0.2pp | −3.0pp | +1.8pp | +1.5pp | +1.6pp | −0.2pp | −0.1pp | +1.2pp | −1.0pp |
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.
