| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QUAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.9% | +1.2% | −6.2% | +8.0% | +4.0% | +2.0% | −0.2% | — | — | — | — | — | +10.7% | +9.3% | +1.3pp |
| 2025 | +3.0% | −1.0% | −5.7% | −0.9% | +4.5% | +3.5% | +0.7% | +2.6% | +3.2% | +0.9% | +0.9% | +0.6% | +12.7% | +17.7% | −5.1pp |
| 2024 | +2.3% | +6.5% | +2.8% | −4.5% | +5.6% | +3.2% | +0.6% | +3.5% | +1.2% | −1.6% | +5.0% | −3.6% | +22.3% | +24.9% | −2.6pp |
| 2023 | +7.2% | −2.8% | +4.8% | +1.7% | +0.7% | +6.4% | +3.8% | −0.4% | −5.1% | −1.5% | +8.6% | +4.7% | +30.9% | +26.2% | +4.7pp |
| 2022 | −7.0% | −4.1% | +4.0% | −8.3% | −0.2% | −9.0% | +9.2% | −5.1% | −9.8% | +8.3% | +7.7% | −5.6% | −20.5% | −18.2% | −2.3pp |
| 2021 | −2.8% | +3.2% | +5.0% | +4.8% | +1.0% | +3.4% | +3.4% | +2.8% | −6.5% | +7.7% | −0.6% | +3.5% | +26.9% | +28.7% | −1.8pp |
| 2020 | −0.7% | −8.3% | −11.4% | +12.3% | +5.6% | +0.2% | +5.0% | +6.9% | −3.2% | −2.6% | +11.3% | +3.7% | +17.0% | +18.3% | −1.3pp |
| 2019 | +8.2% | +4.4% | +2.5% | +3.8% | −6.6% | +7.1% | +1.4% | −1.8% | +1.9% | +2.2% | +4.5% | +2.8% | +33.9% | +31.2% | +2.7pp |
| 2018 | +4.6% | −2.9% | −1.3% | −1.3% | +2.7% | −0.0% | +3.7% | +3.7% | +1.1% | −7.6% | +0.9% | −8.5% | −5.7% | −4.6% | −1.1pp |
| 2017 | +1.2% | +4.7% | −0.0% | +0.6% | +1.5% | +0.6% | +1.0% | +0.5% | +2.7% | +2.9% | +3.6% | +1.2% | +22.3% | +21.7% | +0.6pp |
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. QUAL 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 54% | 62% | 46% | 62% | 85% | 77% | 85% | 54% | 46% | 62% | 92% | 62% |
| Median | +1.2% | +1.2% | −0.0% | +0.6% | +1.5% | +0.6% | +2.9% | +0.5% | −0.1% | +2.2% | +3.6% | +1.2% |
| Best | +8.2% | +6.5% | +5.9% | +12.3% | +5.6% | +7.1% | +9.2% | +6.9% | +3.8% | +8.7% | +11.3% | +4.7% |
| Worst | −7.0% | −8.3% | −11.4% | −8.3% | −6.6% | −9.0% | −0.8% | −5.4% | −9.8% | −7.6% | −0.6% | −8.5% |
| vs SPY ⓘ | +0.2pp | +0.4pp | +0.0pp | −0.4pp | +0.1pp | −0.1pp | +0.0pp | +0.4pp | −0.1pp | +0.1pp | +0.2pp | +0.0pp |
156 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
