| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PSLV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.7% | +17.0% | −21.0% | −2.2% | +1.0% | −21.6% | +1.6% | — | — | — | — | — | −18.9% | +9.3% | −28.2pp |
| 2025 | +8.9% | +0.0% | +10.4% | −5.6% | +1.6% | +10.0% | +1.5% | +8.5% | +16.5% | +2.6% | +15.8% | +26.8% | +145.1% | +17.7% | +127.4pp |
| 2024 | −5.0% | −1.6% | +9.7% | +7.2% | +14.8% | −2.7% | −0.2% | −0.9% | +6.4% | +6.0% | −6.9% | −6.5% | +19.4% | +24.9% | −5.5pp |
| 2023 | −2.1% | −11.2% | +16.3% | +2.6% | −4.9% | −4.3% | +8.5% | −1.1% | −9.3% | +2.5% | +9.9% | −5.4% | −1.9% | +26.2% | −28.1pp |
| 2022 | −3.0% | +9.0% | +3.4% | −9.5% | −7.1% | −6.5% | +0.6% | −9.2% | +5.1% | +1.1% | +12.6% | +9.4% | +2.7% | −18.2% | +20.9pp |
| 2021 | +2.6% | +2.4% | −10.5% | +6.8% | +6.8% | −7.4% | −4.1% | −5.6% | −8.6% | +8.9% | −4.8% | +0.8% | −14.1% | +28.7% | −42.9pp |
| 2020 | +1.2% | −9.5% | −12.7% | +6.7% | +16.5% | +1.7% | +30.6% | +16.0% | −17.4% | +1.1% | −6.0% | +18.8% | +42.8% | +18.3% | +24.5pp |
| 2019 | +4.1% | −2.6% | −2.3% | −2.9% | −2.6% | +9.0% | +6.5% | +11.8% | −8.2% | +6.4% | −6.0% | +4.8% | +17.0% | +31.2% | −14.2pp |
| 2018 | +0.9% | −5.0% | −0.7% | +0.3% | −0.2% | −3.0% | −3.2% | −7.6% | +1.1% | −4.1% | +0.8% | +9.0% | −11.8% | −4.6% | −7.3pp |
| 2017 | +10.2% | +3.7% | −0.7% | −5.7% | +0.8% | −3.8% | +1.1% | +4.2% | −5.6% | −0.2% | −1.3% | +2.4% | +4.3% | +21.7% | −17.4pp |
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. PSLV 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 15 | 15 | 16 | 16 |
| Positive ⓘ | 75% | 50% | 38% | 44% | 44% | 31% | 63% | 53% | 40% | 67% | 38% | 50% |
| Median | +3.2% | +1.2% | −0.9% | −2.2% | −1.0% | −3.4% | +1.3% | +0.7% | −5.6% | +1.1% | −5.1% | −0.0% |
| Best | +12.0% | +22.5% | +16.3% | +23.5% | +16.5% | +19.0% | +30.6% | +20.1% | +16.5% | +11.8% | +17.5% | +26.8% |
| Worst | −11.2% | −11.2% | −21.0% | −14.5% | −18.7% | −21.6% | −8.3% | −9.5% | −28.3% | −7.4% | −10.3% | −9.3% |
| vs SPY ⓘ | +1.8pp | −0.3pp | −0.5pp | −3.6pp | −3.8pp | −4.0pp | −1.2pp | +3.9pp | −3.9pp | +0.2pp | −4.7pp | −0.5pp |
189 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
