| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PXI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.6% | +6.8% | +10.6% | +3.0% | −6.5% | −3.7% | +6.8% | — | — | — | — | — | +30.7% | +9.3% | +21.3pp |
| 2025 | +1.1% | −1.3% | −1.0% | −11.4% | +5.0% | +6.6% | +0.3% | +2.8% | +6.0% | −0.2% | +0.8% | −3.6% | +3.9% | +17.7% | −13.9pp |
| 2024 | −1.5% | +1.4% | +9.8% | −2.5% | +1.3% | −1.6% | +3.0% | −6.3% | −5.2% | +2.2% | +14.1% | −11.5% | +0.8% | +24.9% | −24.1pp |
| 2023 | +4.8% | −6.9% | −4.9% | −2.9% | −7.9% | +11.4% | +11.2% | +2.8% | +2.9% | −6.5% | +0.5% | +3.2% | +5.5% | +26.2% | −20.7pp |
| 2022 | +13.0% | +9.9% | +12.6% | −1.6% | +15.5% | −20.9% | +12.4% | +6.0% | −12.8% | +22.6% | +0.3% | −9.3% | +45.8% | −18.2% | +64.0pp |
| 2021 | +10.9% | +26.7% | +0.3% | −1.3% | +11.3% | +12.6% | −16.9% | +0.6% | +21.2% | +8.2% | −8.5% | +0.2% | +75.1% | +28.7% | +46.4pp |
| 2020 | −16.0% | −16.7% | −46.4% | +45.5% | −0.7% | +1.4% | −0.7% | +1.6% | −15.8% | −3.5% | +30.5% | +9.4% | −35.9% | +18.3% | −54.2pp |
| 2019 | +13.8% | −1.3% | +1.2% | −0.7% | −14.5% | +9.9% | −4.9% | −12.7% | +6.0% | −0.6% | −1.8% | +11.6% | +1.7% | +31.2% | −29.6pp |
| 2018 | +1.6% | −8.8% | +3.7% | +11.9% | +3.9% | −1.7% | −0.2% | +1.1% | +1.5% | −15.6% | −9.6% | −15.5% | −27.6% | −4.6% | −23.0pp |
| 2017 | −0.4% | −7.0% | −3.1% | −7.0% | −5.9% | −2.0% | +1.4% | −7.2% | +13.9% | +0.1% | +4.8% | +5.8% | −8.4% | +21.7% | −30.1pp |
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. PXI 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 20 | 20 |
| Positive ⓘ | 55% | 60% | 65% | 55% | 55% | 45% | 55% | 47% | 63% | 47% | 70% | 50% |
| Median | +0.6% | +1.6% | +2.8% | +2.4% | +0.9% | −0.6% | +0.8% | −0.6% | +2.9% | −0.2% | +0.8% | −0.6% |
| Best | +13.8% | +26.7% | +13.1% | +45.5% | +16.2% | +12.6% | +12.4% | +6.2% | +21.2% | +23.4% | +30.5% | +11.6% |
| Worst | −16.0% | −16.7% | −46.4% | −11.4% | −14.5% | −20.9% | −16.9% | −12.7% | −18.2% | −24.9% | −13.9% | −15.6% |
| vs SPY ⓘ | −0.8pp | +0.2pp | +0.5pp | +1.8pp | −1.4pp | −0.3pp | −0.7pp | −1.9pp | +0.8pp | −0.3pp | −0.6pp | −2.0pp |
237 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
