| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PRAX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.5% | +7.2% | −4.3% | −1.0% | +9.8% | −4.3% | −8.1% | — | — | — | — | — | +4.4% | +9.3% | −4.9pp |
| 2025 | −0.5% | −49.6% | −1.9% | −0.6% | +2.4% | +9.1% | +28.9% | −16.0% | +16.4% | +275.0% | −1.2% | +50.0% | +283.0% | +17.7% | +265.3pp |
| 2024 | +95.8% | +7.2% | +30.4% | −10.1% | −13.5% | −12.9% | +39.5% | −7.9% | +8.3% | +21.6% | +14.5% | −4.0% | +245.4% | +24.9% | +220.5pp |
| 2023 | +109.2% | −38.5% | −73.6% | +28.6% | −17.3% | +33.8% | −13.9% | +48.5% | +16.3% | −39.8% | +18.4% | +22.4% | −37.3% | +26.2% | −63.5pp |
| 2022 | −24.6% | −11.8% | −22.1% | −20.7% | +2.5% | −70.5% | +44.1% | −11.6% | −27.2% | −13.2% | +12.2% | +7.7% | −87.9% | −18.2% | −69.7pp |
| 2021 · part | — | — | −24.7% | −6.4% | −36.1% | −6.7% | −14.7% | +27.4% | −6.9% | +12.5% | −17.7% | +15.1% | −54.7% | +28.7% | −83.4pp |
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. PRAX 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 17% | 17% | 50% | 33% | 50% | 40% | 60% | 60% | 60% | 80% |
| Median | +6.5% | −11.8% | −13.2% | −3.7% | −5.5% | −5.5% | +10.4% | −7.9% | +8.3% | +12.5% | +12.2% | +15.1% |
| Best | +109.2% | +7.2% | +30.4% | +28.6% | +9.8% | +33.8% | +44.1% | +48.5% | +16.4% | +275.0% | +18.4% | +50.0% |
| Worst | −24.6% | −49.6% | −73.6% | −20.7% | −36.1% | −70.5% | −14.7% | −16.0% | −27.2% | −39.8% | −17.7% | −4.0% |
| vs SPY ⓘ | +5.1pp | −8.9pp | −12.6pp | −8.8pp | −10.8pp | −6.1pp | +9.6pp | −7.5pp | +6.2pp | +5.5pp | +6.6pp | +13.5pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
