| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.2% | −2.4% | −5.2% | +9.3% | −1.9% | +8.9% | +2.5% | — | — | — | — | — | +16.4% | +7.5% | +8.8pp |
| 2025 | +4.8% | −3.4% | −6.4% | −6.1% | +3.8% | +12.3% | +7.7% | +8.1% | −2.8% | −8.2% | +5.2% | +7.6% | +22.0% | +17.7% | +4.3pp |
| 2024 | −3.7% | +1.1% | +12.9% | −8.4% | −0.8% | +6.2% | +11.6% | +4.7% | +0.7% | +2.3% | +14.2% | −12.9% | +27.0% | +24.9% | +2.1pp |
| 2023 | +9.2% | −0.9% | −19.7% | −1.6% | −5.4% | +4.4% | +14.3% | −8.8% | −6.2% | −15.5% | +14.8% | +17.8% | −5.7% | +26.2% | −31.9pp |
| 2022 | +5.2% | +5.4% | −7.3% | −6.9% | +6.6% | −14.4% | +13.0% | +2.3% | −6.5% | +9.4% | +5.7% | −6.2% | +2.3% | −18.2% | +20.5pp |
| 2021 | +5.5% | +21.3% | +0.9% | +5.5% | +7.4% | −13.2% | −4.6% | +6.1% | +5.2% | +11.1% | −3.9% | −3.4% | +39.4% | +28.7% | +10.7pp |
| 2020 | −9.3% | −13.2% | −32.9% | +19.8% | +5.2% | −0.4% | −2.3% | +6.4% | +1.1% | +15.4% | +14.8% | +6.6% | −1.6% | +18.3% | −19.9pp |
| 2019 | +13.4% | +8.1% | −12.9% | +9.8% | −10.9% | +9.1% | +6.6% | −8.2% | +9.4% | +1.8% | +3.4% | +4.1% | +33.3% | +31.2% | +2.1pp |
| 2018 | +11.3% | +0.9% | −3.8% | +0.6% | −2.5% | −2.1% | +4.7% | +4.6% | −5.0% | −7.5% | −3.1% | −17.9% | −20.6% | −4.6% | −16.0pp |
| 2017 | +0.3% | +6.0% | −4.4% | −5.4% | +0.7% | +6.3% | −0.3% | −3.4% | +8.7% | +1.6% | +7.2% | +4.7% | +22.9% | +21.7% | +1.2pp |
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. RF 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 57% | 43% | 67% | 48% | 48% | 67% | 48% | 48% | 62% | 71% | 62% |
| Median | +4.8% | +1.1% | −1.1% | +3.7% | −0.8% | −0.4% | +4.7% | +0.0% | −0.3% | +2.3% | +3.5% | +3.0% |
| Best | +21.4% | +21.3% | +27.9% | +19.8% | +7.5% | +12.3% | +14.3% | +32.6% | +13.2% | +18.0% | +26.4% | +30.3% |
| Worst | −56.5% | −15.8% | −32.9% | −8.7% | −18.7% | −37.0% | −13.1% | −25.5% | −26.5% | −22.1% | −14.6% | −21.0% |
| vs SPY ⓘ | +2.9pp | +2.0pp | −1.1pp | +0.2pp | −2.5pp | −2.2pp | +1.9pp | −1.8pp | −0.4pp | −0.6pp | +1.3pp | +1.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
