| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QGRO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.7% | −1.2% | −5.6% | +6.8% | +3.9% | +1.3% | −3.4% | — | — | — | — | — | −0.4% | +9.3% | −9.8pp |
| 2025 | +6.0% | −3.4% | −8.1% | +3.9% | +7.6% | +4.4% | +0.2% | +1.1% | +3.5% | +0.8% | −1.1% | +0.5% | +15.2% | +17.7% | −2.5pp |
| 2024 | +3.2% | +5.0% | +3.1% | −6.2% | +4.6% | +3.3% | −0.1% | +3.6% | +2.4% | +0.4% | +13.2% | −3.6% | +31.4% | +24.9% | +6.5pp |
| 2023 | +8.1% | −1.2% | +4.3% | −0.4% | +0.7% | +7.4% | +2.4% | −0.9% | −3.9% | −2.8% | +9.6% | +6.0% | +32.4% | +26.2% | +6.2pp |
| 2022 | −11.1% | −2.1% | +1.6% | −9.3% | −0.4% | −9.1% | +12.1% | −3.5% | −8.7% | +7.1% | +5.9% | −7.3% | −24.5% | −18.2% | −6.4pp |
| 2021 | +0.3% | +1.5% | +2.0% | +4.2% | −0.2% | +4.9% | +4.2% | +3.4% | −5.9% | +7.6% | −1.4% | +2.1% | +24.6% | +28.7% | −4.2pp |
| 2020 | +0.2% | −6.4% | −11.3% | +15.0% | +10.8% | +3.1% | +6.9% | +6.7% | −2.7% | −1.9% | +9.9% | +5.4% | +37.9% | +18.3% | +19.6pp |
| 2019 | +11.8% | +6.2% | +0.7% | +3.7% | −6.0% | +6.2% | +2.6% | −1.4% | −2.0% | +3.1% | +4.9% | +1.8% | +35.1% | +31.2% | +3.9pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −12.3% | +3.2% | −8.1% | −16.9% | −4.6% | −12.3pp |
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. QGRO 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 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 38% | 63% | 63% | 63% | 88% | 75% | 57% | 29% | 63% | 75% | 63% |
| Median | +1.8% | −1.2% | +1.2% | +3.8% | +2.3% | +3.8% | +2.5% | +1.1% | −2.7% | +0.6% | +5.4% | +1.1% |
| Best | +11.8% | +6.2% | +4.3% | +15.0% | +10.8% | +7.4% | +12.1% | +6.7% | +3.5% | +7.6% | +13.2% | +6.0% |
| Worst | −11.1% | −6.4% | −11.3% | −9.3% | −6.0% | −9.1% | −3.4% | −3.5% | −8.7% | −12.3% | −1.4% | −8.1% |
| vs SPY ⓘ | +1.5pp | +0.3pp | −0.9pp | −0.8pp | −0.1pp | +0.3pp | +0.1pp | +0.5pp | +0.3pp | −0.0pp | +0.4pp | −0.4pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
