| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QFIN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.3% | −6.4% | −11.3% | +7.4% | +22.9% | −1.7% | −13.0% | — | — | — | — | — | −24.3% | +7.5% | −31.9pp |
| 2025 | +4.0% | +0.5% | +12.1% | −6.9% | +0.2% | +5.5% | −20.8% | −15.2% | +1.5% | −16.1% | −19.1% | −1.3% | −47.5% | +17.7% | −65.2pp |
| 2024 | −9.3% | +7.7% | +19.3% | +2.2% | +5.6% | +2.1% | +2.9% | +30.4% | +15.0% | +10.1% | +16.2% | +0.7% | +155.2% | +24.9% | +130.3pp |
| 2023 | +18.5% | −15.6% | −4.7% | −8.3% | −22.1% | +25.7% | +15.5% | −14.8% | −6.6% | −3.7% | +4.9% | +1.9% | −19.0% | +26.2% | −45.1pp |
| 2022 | −13.7% | −5.3% | −17.9% | −4.7% | +9.0% | +11.5% | −16.1% | +10.1% | −18.7% | −20.7% | +54.4% | +31.0% | −6.5% | −18.2% | +11.7pp |
| 2021 | +47.6% | +34.7% | +11.0% | −1.5% | +9.6% | +49.1% | −49.2% | +7.3% | −10.9% | +0.4% | +14.1% | −0.2% | +97.1% | +28.7% | +68.4pp |
| 2020 | −6.6% | −8.4% | −4.3% | +12.5% | +11.7% | +6.6% | +29.4% | −9.8% | −4.5% | −3.5% | +7.6% | −4.9% | +20.7% | +18.3% | +2.3pp |
| 2019 | −18.1% | +32.5% | −8.8% | +29.4% | −19.1% | −26.9% | −8.6% | −7.3% | −10.6% | −0.6% | +7.3% | +2.8% | −37.0% | +31.2% | −68.2pp |
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. QFIN 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 38% | 50% | 38% | 50% | 75% | 75% | 38% | 43% | 29% | 29% | 86% | 57% |
| Median | −7.9% | −2.4% | −4.5% | +0.3% | +7.3% | +6.0% | −10.8% | −7.3% | −6.6% | −3.5% | +7.6% | +0.7% |
| Best | +47.6% | +34.7% | +19.3% | +29.4% | +22.9% | +49.1% | +29.4% | +30.4% | +15.0% | +10.1% | +54.4% | +31.0% |
| Worst | −19.3% | −15.6% | −17.9% | −8.3% | −22.1% | −26.9% | −49.2% | −15.2% | −18.7% | −20.7% | −19.1% | −4.9% |
| vs SPY ⓘ | −7.5pp | +0.6pp | +0.0pp | −1.7pp | +3.7pp | +2.6pp | −10.4pp | −5.6pp | −2.0pp | −2.8pp | +3.7pp | −1.4pp |
91 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
