| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RGP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.1% | −15.5% | −0.8% | +13.7% | +8.3% | −6.0% | +0.5% | — | — | — | — | — | −12.3% | +9.3% | −21.7pp |
| 2025 | −1.5% | −11.8% | −10.2% | −12.2% | −9.1% | +4.3% | −5.8% | +2.4% | −1.2% | −12.9% | +11.7% | +4.1% | −37.3% | +17.7% | −55.0pp |
| 2024 | −5.0% | +3.9% | −4.8% | −16.0% | +4.9% | −3.6% | +8.1% | −11.3% | −7.0% | −17.0% | +6.6% | +1.1% | −36.5% | +24.9% | −61.4pp |
| 2023 | −6.0% | +5.4% | −5.5% | −14.5% | +5.7% | +2.8% | +1.7% | −2.1% | −3.9% | −9.7% | +2.0% | +4.2% | −20.1% | +26.2% | −46.3pp |
| 2022 | −2.3% | −4.0% | +3.3% | +0.3% | +8.4% | +10.3% | +5.4% | −8.3% | −7.5% | +1.1% | +6.4% | −4.8% | +6.3% | −18.2% | +24.4pp |
| 2021 | −8.2% | +11.8% | +6.1% | +4.2% | +4.3% | −1.5% | +7.9% | +2.9% | −0.1% | +10.3% | −0.6% | +3.8% | +47.3% | +28.7% | +18.6pp |
| 2020 | −6.8% | −16.9% | −12.5% | −0.8% | +2.4% | +8.9% | −5.6% | +10.0% | −6.0% | −7.0% | +14.0% | +3.8% | −19.4% | +18.3% | −37.8pp |
| 2019 | +17.7% | +4.8% | −4.8% | −2.9% | −3.6% | +4.3% | +9.9% | −5.2% | +2.7% | −13.8% | +6.5% | +5.7% | +19.0% | +31.2% | −12.3pp |
| 2018 | +5.8% | −4.1% | +4.2% | −3.4% | +7.2% | +1.5% | −5.9% | +4.9% | +0.3% | −1.7% | +4.0% | −15.7% | −5.1% | −4.6% | −0.5pp |
| 2017 | −13.2% | +1.9% | −0.9% | −17.0% | −9.0% | +9.2% | −2.6% | −3.6% | +9.0% | +13.3% | +2.7% | −3.7% | −17.1% | +21.7% | −38.8pp |
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. RGP 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 38% | 52% | 52% | 29% | 52% | 57% | 55% | 43% | 43% | 43% | 71% | 62% |
| Median | −2.3% | +0.5% | +0.5% | −5.1% | +0.0% | +2.5% | +0.6% | −0.5% | −1.0% | −1.6% | +2.7% | +2.8% |
| Best | +17.7% | +11.8% | +12.3% | +29.6% | +8.4% | +10.3% | +29.1% | +10.0% | +24.1% | +19.1% | +14.0% | +19.6% |
| Worst | −15.8% | −22.8% | −12.5% | −23.7% | −9.1% | −15.7% | −12.0% | −19.2% | −22.8% | −23.0% | −9.4% | −15.7% |
| vs SPY ⓘ | −2.8pp | −1.0pp | +0.3pp | −7.0pp | −0.2pp | −1.6pp | −2.2pp | −2.0pp | +0.9pp | −1.3pp | +0.9pp | +0.1pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
