| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RNST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.1% | −0.2% | −3.4% | +10.4% | +2.1% | +5.1% | +1.9% | — | — | — | — | — | +24.6% | +9.3% | +15.2pp |
| 2025 | +8.8% | −6.9% | −5.7% | −5.5% | +9.3% | +3.2% | +2.0% | +6.8% | −5.2% | −8.8% | +5.4% | −0.0% | +1.0% | +17.7% | −16.7pp |
| 2024 | −6.1% | −0.1% | −0.2% | −7.2% | +3.6% | +2.2% | +12.6% | +1.8% | −6.5% | +5.0% | +10.3% | −4.4% | +9.1% | +24.9% | −15.8pp |
| 2023 | −5.3% | +1.1% | −14.4% | −8.0% | −7.1% | +0.8% | +18.4% | −10.0% | −5.2% | −6.9% | +11.7% | +24.5% | −7.7% | +26.2% | −33.9pp |
| 2022 | −3.1% | −0.7% | −7.8% | −10.9% | +3.9% | −6.2% | +15.9% | −0.2% | −5.6% | +29.1% | +1.0% | −7.3% | +1.7% | −18.2% | +19.9pp |
| 2021 | +5.1% | +11.0% | +5.9% | +1.8% | +5.0% | −9.1% | −12.1% | −0.2% | +3.4% | +3.8% | −2.6% | +4.8% | +15.3% | +28.7% | −13.4pp |
| 2020 | −9.9% | −11.3% | −22.2% | +20.1% | −8.0% | +4.2% | −6.7% | +9.2% | −9.6% | +25.5% | +8.3% | +9.8% | −1.6% | +18.3% | −19.9pp |
| 2019 | +17.7% | +7.8% | −11.1% | +7.1% | −6.8% | +7.0% | −0.1% | −8.6% | +7.4% | −0.9% | +2.0% | +0.7% | +20.2% | +31.2% | −11.0pp |
| 2018 | +5.3% | −3.0% | +2.4% | +6.3% | +5.9% | −4.6% | −1.8% | +4.5% | −11.3% | −15.4% | +4.8% | −16.9% | −24.7% | −4.6% | −20.1pp |
| 2017 | −5.7% | +3.1% | −2.9% | +6.8% | −5.8% | +9.9% | −3.1% | −6.0% | +8.2% | −3.5% | +4.0% | −4.6% | −1.4% | +21.7% | −23.1pp |
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. RNST 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 ⓘ | 43% | 52% | 62% | 57% | 57% | 67% | 52% | 52% | 48% | 57% | 71% | 57% |
| Median | −3.1% | +0.4% | +2.4% | +1.8% | +0.2% | +2.9% | +1.9% | +1.8% | −1.2% | +3.8% | +2.8% | +0.7% |
| Best | +17.7% | +13.2% | +18.3% | +20.1% | +9.3% | +11.3% | +20.2% | +10.0% | +15.8% | +29.1% | +22.9% | +24.5% |
| Worst | −28.9% | −14.4% | −22.2% | −10.9% | −13.2% | −36.1% | −15.7% | −12.1% | −11.3% | −15.4% | −16.1% | −16.9% |
| vs SPY ⓘ | −2.8pp | +0.6pp | +1.1pp | −1.1pp | −1.3pp | +0.0pp | −0.6pp | −0.6pp | +1.6pp | +1.6pp | −0.5pp | −0.1pp |
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.
