| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REEMF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.2% | −33.0% | +25.6% | −13.8% | +0.7% | −41.3% | +7.6% | — | — | — | — | — | −40.9% | +7.5% | −48.4pp |
| 2025 | +127.2% | −21.3% | +19.0% | +22.7% | −26.1% | +8.8% | +20.3% | +29.2% | −23.5% | +29.5% | −15.8% | −26.0% | +101.6% | +17.7% | +83.9pp |
| 2024 | −11.7% | −26.3% | −4.5% | +22.2% | +36.4% | −11.1% | +12.5% | +0.0% | +29.6% | +22.6% | −16.1% | −2.2% | +35.2% | +24.9% | +10.3pp |
| 2023 | −2.6% | −10.8% | −17.4% | −3.6% | −3.7% | +26.9% | +157.6% | −34.1% | −12.5% | −3.1% | −9.3% | −39.6% | −33.2% | +26.2% | −59.4pp |
| 2022 | +0.0% | −9.2% | +3.1% | −14.5% | −13.0% | −29.9% | +14.8% | −21.4% | −25.5% | +9.8% | −8.9% | −4.9% | −68.8% | −18.2% | −50.6pp |
| 2021 | +44.4% | +122.4% | −34.6% | −16.3% | +10.5% | −10.5% | −10.6% | −26.8% | +39.0% | −2.9% | −46.0% | +39.5% | +15.7% | +28.7% | −13.0pp |
| 2020 | −30.4% | −1.6% | −12.7% | +30.9% | +33.3% | −8.3% | +9.1% | −26.7% | +6.5% | −22.0% | +12.8% | +63.6% | +17.4% | +18.3% | −0.9pp |
| 2019 | +45.3% | +0.0% | +184.4% | −49.8% | +336.4% | −35.4% | +12.9% | +17.1% | −19.8% | +47.4% | −1.0% | +91.7% | +1635.8% | +31.2% | +1604.6pp |
| 2018 | −13.9% | +10.0% | −9.1% | +7.5% | −9.3% | −6.7% | −34.0% | −10.5% | +20.9% | −26.9% | +7.7% | −48.2% | −77.2% | −4.6% | −72.6pp |
| 2017 | +316.7% | +17.0% | −5.4% | −10.0% | −27.7% | −8.3% | −15.8% | +44.0% | −2.0% | +58.2% | −9.7% | −17.0% | +287.2% | +21.7% | +265.5pp |
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. REEMF 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 39% | 39% | 50% | 44% | 44% | 22% | 58% | 33% | 44% | 39% | 28% | 44% |
| Median | −2.6% | −2.6% | −1.6% | −6.8% | −6.5% | −9.2% | +8.9% | −5.8% | −7.3% | −9.5% | −11.0% | −3.2% |
| Best | +316.7% | +177.0% | +184.4% | +30.9% | +336.4% | +28.0% | +157.6% | +59.6% | +98.6% | +58.2% | +25.2% | +112.5% |
| Worst | −40.4% | −33.0% | −34.6% | −49.8% | −27.7% | −41.3% | −34.0% | −34.1% | −43.6% | −45.5% | −46.0% | −48.2% |
| vs SPY ⓘ | −3.9pp | −3.7pp | −2.8pp | −5.5pp | −5.8pp | −9.5pp | +5.2pp | −6.3pp | −5.9pp | −12.6pp | −14.0pp | −0.2pp |
217 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
