| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RPD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −21.6% | −47.8% | −11.4% | +7.1% | +42.0% | −3.3% | +15.9% | — | — | — | — | — | −38.2% | +7.5% | −45.8pp |
| 2025 | −4.3% | −24.5% | −8.9% | −10.9% | −2.8% | +0.8% | −8.7% | −1.9% | −9.5% | −1.3% | −15.3% | −3.1% | −62.2% | +17.7% | −79.9pp |
| 2024 | −3.6% | +6.5% | −16.3% | −8.6% | −19.3% | +19.6% | −9.0% | −3.9% | +5.5% | +1.3% | +5.4% | −5.6% | −29.5% | +24.9% | −54.4pp |
| 2023 | +17.3% | +18.6% | −2.9% | +5.9% | −1.8% | −5.1% | +1.4% | +9.8% | −9.1% | +1.6% | +16.5% | +5.4% | +68.0% | +26.2% | +41.9pp |
| 2022 | −18.1% | +7.4% | +7.5% | −14.1% | −25.8% | −5.7% | −4.2% | −10.1% | −25.4% | +5.5% | −35.1% | +15.6% | −71.1% | −18.2% | −53.0pp |
| 2021 | −3.7% | −12.2% | −2.1% | +8.9% | +3.0% | +13.1% | +20.2% | +6.8% | −7.0% | +13.9% | −3.6% | −5.1% | +30.5% | +28.7% | +1.8pp |
| 2020 | +6.0% | −22.0% | −6.4% | +5.1% | +7.3% | +4.4% | +16.8% | +8.4% | −5.2% | +1.1% | +21.0% | +20.3% | +60.9% | +18.3% | +42.6pp |
| 2019 | +28.9% | +14.6% | +10.0% | +7.4% | −3.8% | +10.7% | +4.9% | −11.5% | −15.5% | +10.4% | +11.9% | −0.1% | +79.8% | +31.2% | +48.6pp |
| 2018 | +28.5% | +10.1% | −3.2% | +10.4% | +12.1% | −10.9% | −1.5% | +37.2% | −3.2% | −1.8% | −12.3% | −2.0% | +67.0% | −4.6% | +71.6pp |
| 2017 | +2.5% | +21.5% | −1.1% | +13.2% | +8.3% | −8.3% | −9.7% | +11.0% | +4.4% | +2.7% | +4.6% | −1.3% | +53.3% | +21.7% | +31.6pp |
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. RPD 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 64% | 18% | 64% | 55% | 45% | 55% | 55% | 27% | 64% | 45% | 36% |
| Median | −3.6% | +6.5% | −2.9% | +5.9% | +2.6% | −2.1% | +1.4% | +6.8% | −5.2% | +1.3% | −3.6% | −1.3% |
| Best | +28.9% | +21.5% | +10.0% | +13.2% | +42.0% | +19.6% | +20.2% | +37.2% | +7.9% | +13.9% | +21.0% | +20.3% |
| Worst | −21.6% | −47.8% | −16.3% | −14.1% | −25.8% | −10.9% | −9.7% | −11.5% | −25.4% | −18.8% | −35.1% | −11.7% |
| vs SPY ⓘ | −2.7pp | +1.5pp | −3.3pp | −3.4pp | +2.3pp | −2.3pp | −1.9pp | +1.4pp | −2.3pp | +2.2pp | −2.8pp | −2.5pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
