| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REMX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +15.8% | +16.6% | −11.9% | +19.8% | −5.5% | −11.2% | −24.9% | — | — | — | — | — | −10.1% | +9.3% | −19.4pp |
| 2025 | +4.1% | −2.0% | −0.7% | −4.4% | −3.5% | +11.3% | +21.3% | +28.1% | +4.4% | +7.1% | +6.1% | +0.6% | +92.9% | +17.7% | +75.2pp |
| 2024 | −23.0% | +10.8% | −2.2% | −0.8% | +1.4% | −17.8% | −1.6% | −4.7% | +15.6% | +1.0% | −1.4% | −13.0% | −35.0% | +24.9% | −59.9pp |
| 2023 | +25.1% | −10.9% | −3.9% | −2.5% | −0.4% | +5.0% | −1.8% | −13.5% | −6.1% | −13.7% | −0.8% | +8.4% | −19.2% | +26.2% | −45.4pp |
| 2022 | −9.4% | +9.0% | +6.8% | −19.4% | +6.9% | −14.8% | +6.6% | +4.0% | −13.4% | +2.6% | +10.6% | −18.3% | −31.1% | −18.2% | −12.9pp |
| 2021 | +12.7% | +12.3% | −10.0% | +6.4% | +4.6% | +1.8% | +28.0% | +8.8% | −12.8% | +14.5% | +4.0% | −3.7% | +79.8% | +28.7% | +51.1pp |
| 2020 | −8.0% | −11.1% | −14.6% | +11.3% | +7.7% | +1.0% | +17.4% | +2.4% | −8.1% | +6.8% | +36.8% | +20.5% | +64.7% | +18.3% | +46.3pp |
| 2019 | +7.7% | +9.2% | −1.4% | −8.8% | +5.2% | +0.7% | −9.5% | −11.3% | +3.5% | −1.7% | +1.5% | +8.4% | +0.7% | +31.2% | −30.5pp |
| 2018 | +1.4% | −1.5% | −7.4% | −1.9% | −6.0% | −9.9% | −4.6% | −8.9% | +0.4% | −11.8% | +3.9% | −18.0% | −49.6% | −4.6% | −45.1pp |
| 2017 | +11.9% | +2.3% | −8.0% | −4.7% | +1.4% | +1.2% | +24.5% | +7.0% | +10.8% | +5.0% | +5.1% | +8.9% | +82.6% | +21.7% | +60.9pp |
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. REMX 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 | 15 | 15 | 15 | 16 | 16 |
| Positive ⓘ | 50% | 63% | 19% | 44% | 50% | 56% | 50% | 33% | 47% | 53% | 50% | 44% |
| Median | −0.1% | +4.6% | −3.1% | −1.3% | +0.3% | +0.9% | +0.8% | −3.4% | −4.7% | +1.0% | +0.4% | −1.6% |
| Best | +25.1% | +16.6% | +11.3% | +19.8% | +7.7% | +11.3% | +28.0% | +28.1% | +15.6% | +18.9% | +36.8% | +20.5% |
| Worst | −23.0% | −11.1% | −14.6% | −19.4% | −16.7% | −17.8% | −24.9% | −13.5% | −29.5% | −13.7% | −5.9% | −18.3% |
| vs SPY ⓘ | −1.4pp | +2.2pp | −3.8pp | −1.9pp | −0.7pp | −3.3pp | −2.1pp | −4.8pp | −1.4pp | −0.3pp | −2.1pp | −2.5pp |
189 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
