| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QUAD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.4% | +14.5% | −4.3% | +12.6% | +1.5% | +13.2% | +17.2% | — | — | — | — | — | +61.9% | +9.3% | +52.5pp |
| 2025 | −3.6% | −5.4% | −13.2% | −12.5% | +23.9% | −3.1% | −5.7% | +26.5% | −6.0% | −12.0% | +5.6% | +9.2% | −5.3% | +17.7% | −23.0pp |
| 2024 | +0.7% | +10.8% | −11.4% | −15.4% | +6.2% | +15.5% | −16.1% | +3.8% | −3.2% | +39.9% | +14.5% | −3.5% | +33.6% | +24.9% | +8.7pp |
| 2023 | +8.1% | +10.9% | −12.3% | −18.6% | −6.3% | +15.0% | +57.4% | −13.7% | −1.6% | −2.8% | −5.7% | +17.6% | +32.8% | +26.2% | +6.7pp |
| 2022 | +11.0% | +23.4% | +26.6% | −2.3% | −40.7% | −31.6% | +15.6% | −0.6% | −19.0% | +8.6% | +33.1% | +10.3% | +2.0% | −18.2% | +20.2pp |
| 2021 | +22.5% | −6.4% | −19.4% | +2.0% | −8.1% | +25.4% | −15.7% | +18.3% | +2.7% | −7.3% | +2.0% | −0.5% | +4.7% | +28.7% | −24.0pp |
| 2020 | −9.0% | +16.7% | −47.5% | +47.6% | −23.4% | +14.0% | −4.3% | +12.2% | −13.2% | −25.1% | +36.6% | +23.2% | −15.5% | +18.3% | −33.8pp |
| 2019 | +9.7% | +10.0% | −18.4% | +2.6% | −29.5% | −5.5% | +43.0% | −17.9% | +16.9% | −56.9% | +2.7% | +4.0% | −57.5% | +31.2% | −88.7pp |
| 2018 | −2.1% | +19.3% | −2.9% | −2.5% | −18.8% | +5.4% | −1.3% | +12.2% | −8.5% | −26.0% | +8.0% | −24.8% | −42.3% | −4.6% | −37.7pp |
| 2017 | −2.6% | +4.9% | −7.0% | +4.0% | −14.1% | +2.9% | −2.0% | −13.8% | +18.6% | +0.8% | +0.2% | +0.4% | −11.2% | +21.7% | −32.9pp |
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. QUAD 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 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 75% | 25% | 31% | 38% | 69% | 44% | 63% | 25% | 50% | 56% | 56% |
| Median | −0.7% | +10.8% | −4.8% | −3.2% | −5.5% | +6.8% | −1.7% | +4.9% | −4.6% | −1.0% | +1.1% | +2.2% |
| Best | +22.5% | +27.4% | +26.6% | +47.6% | +53.1% | +25.4% | +57.4% | +26.5% | +18.6% | +39.9% | +36.6% | +25.9% |
| Worst | −18.1% | −6.4% | −47.5% | −18.6% | −40.7% | −31.6% | −16.1% | −37.8% | −19.0% | −56.9% | −25.4% | −24.8% |
| vs SPY ⓘ | −2.4pp | +9.1pp | −4.6pp | −3.4pp | −5.9pp | +6.1pp | −4.2pp | +4.0pp | −5.7pp | −1.8pp | −1.8pp | +0.1pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
