| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QUCT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | +2.4% | −1.3% | +0.4% | +1.6% | −1.1% | +13.0% | — | — | — | — | — | +13.6% | +9.3% | +4.2pp |
| 2025 | −1.8% | +14.2% | −5.9% | +12.3% | −0.1% | +0.1% | +1.6% | +10.8% | +7.8% | +6.1% | −1.0% | +3.4% | +56.3% | +17.7% | +38.6pp |
| 2024 | +0.0% | −6.9% | +0.0% | +11.6% | −2.2% | −1.5% | +0.0% | +9.7% | −0.6% | −0.8% | +6.3% | −9.1% | +4.6% | +24.9% | −20.3pp |
| 2023 | +0.0% | +1.2% | +12.6% | −10.5% | +0.8% | +0.4% | −0.8% | −3.4% | −1.7% | +1.7% | +2.0% | +4.0% | +4.9% | +26.2% | −21.3pp |
| 2022 | +9.2% | +2.0% | +5.0% | +0.8% | +2.3% | −9.5% | +0.0% | −1.0% | +0.0% | +1.4% | +0.4% | +0.0% | +10.1% | −18.2% | +28.2pp |
| 2021 | +19.6% | −11.4% | +2.6% | −0.9% | +0.9% | +10.0% | +4.5% | −8.7% | +0.0% | +0.5% | −0.5% | +10.1% | +25.6% | +28.7% | −3.1pp |
| 2020 | −2.0% | −1.0% | −16.5% | +13.6% | −2.7% | +3.4% | +2.7% | −1.6% | +4.3% | −4.6% | +1.6% | −1.6% | −7.0% | +18.3% | −25.3pp |
| 2019 | −3.5% | +6.3% | −8.3% | −0.0% | +0.0% | −1.8% | +0.0% | +0.0% | +1.9% | −8.2% | +0.0% | +0.0% | −13.7% | +31.2% | −44.9pp |
| 2018 | −6.8% | −4.3% | +3.5% | −1.3% | −2.6% | +4.8% | −3.3% | +3.4% | +6.3% | −2.0% | −6.7% | +1.2% | −8.5% | −4.6% | −3.9pp |
| 2017 | −1.5% | −0.4% | +0.0% | −3.7% | −1.5% | +3.5% | +1.9% | −0.4% | +2.0% | −4.9% | +0.4% | −0.8% | −5.5% | +21.7% | −27.2pp |
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. QUCT 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 13 | 14 | 14 | 14 |
| Positive ⓘ | 21% | 36% | 57% | 57% | 36% | 64% | 57% | 46% | 62% | 50% | 64% | 43% |
| Median | −1.0% | −0.2% | +1.2% | +0.2% | −1.0% | +1.3% | +0.0% | +0.0% | +0.9% | −0.2% | +0.4% | +0.0% |
| Best | +19.6% | +14.2% | +12.6% | +13.6% | +2.3% | +16.3% | +13.0% | +10.8% | +7.8% | +6.1% | +9.1% | +10.1% |
| Worst | −7.0% | −11.4% | −16.5% | −10.5% | −8.8% | −9.5% | −4.3% | −8.7% | −4.5% | −8.2% | −6.7% | −15.3% |
| vs SPY ⓘ | −2.4pp | −1.0pp | −0.2pp | −1.2pp | −3.6pp | +0.0pp | −1.4pp | +1.7pp | +3.0pp | −0.6pp | −3.0pp | −0.6pp |
166 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
