| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RING | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.7% | +23.1% | −20.6% | −3.1% | +1.6% | −16.3% | −1.8% | — | — | — | — | — | −13.2% | +7.5% | −20.7pp |
| 2025 | +15.3% | +1.6% | +16.5% | +6.5% | +3.5% | +4.0% | −0.1% | +23.3% | +20.0% | −5.2% | +15.3% | +4.6% | +164.7% | +17.7% | +147.0pp |
| 2024 | −10.0% | −5.6% | +21.1% | +5.2% | +6.9% | −2.2% | +12.4% | +4.1% | +2.2% | −0.2% | −6.5% | −8.0% | +16.0% | +24.9% | −8.9pp |
| 2023 | +12.4% | −14.3% | +17.1% | +3.6% | −8.8% | −1.2% | +4.1% | −6.9% | −8.3% | +6.3% | +11.9% | +0.9% | +12.3% | +26.2% | −13.9pp |
| 2022 | −5.5% | +10.0% | +10.8% | −8.9% | −9.5% | −14.2% | −8.1% | −8.3% | +2.3% | −0.7% | +19.3% | +1.8% | −15.4% | −18.2% | +2.8pp |
| 2021 | −4.1% | −9.8% | +6.0% | +4.6% | +15.6% | −14.5% | +2.9% | −6.5% | −8.7% | +6.0% | +2.0% | +2.8% | −7.5% | +28.7% | −36.2pp |
| 2020 | −1.5% | −8.0% | −12.2% | +42.2% | +2.1% | +8.9% | +17.7% | −0.8% | −7.4% | −4.5% | −8.9% | +5.4% | +25.0% | +18.3% | +6.6pp |
| 2019 | +9.0% | −1.5% | +0.8% | −6.7% | +3.7% | +21.1% | +2.7% | +14.5% | −10.4% | +6.8% | −4.5% | +9.8% | +49.9% | +31.2% | +18.7pp |
| 2018 | +2.4% | −10.5% | +2.7% | +1.8% | −0.8% | −1.5% | −4.1% | −14.4% | −0.7% | +1.9% | +1.4% | +10.3% | −13.1% | −4.6% | −8.6pp |
| 2017 | +14.9% | −3.8% | +0.0% | −3.5% | +0.3% | −3.8% | +5.4% | +8.1% | −6.9% | −4.0% | −0.1% | +5.2% | +10.2% | +21.7% | −11.5pp |
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. RING 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 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 64% | 36% | 53% | 60% | 47% | 40% | 53% | 57% | 36% | 43% | 43% | 71% |
| Median | +9.0% | −3.7% | +0.8% | +1.8% | −0.8% | −1.5% | +2.7% | +2.0% | −5.3% | −0.5% | −2.3% | +2.3% |
| Best | +22.0% | +38.4% | +21.1% | +42.2% | +15.6% | +22.4% | +17.7% | +23.3% | +20.0% | +9.1% | +19.3% | +10.3% |
| Worst | −10.0% | −14.3% | −20.6% | −20.9% | −13.6% | −17.7% | −23.0% | −17.4% | −18.7% | −21.4% | −15.7% | −8.0% |
| vs SPY ⓘ | +3.6pp | −5.8pp | −0.1pp | +1.1pp | −3.2pp | −4.4pp | +0.5pp | +0.2pp | −2.4pp | −1.9pp | −5.6pp | +0.2pp |
173 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
