| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RPM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.3% | +6.7% | −12.9% | +3.0% | +4.0% | +4.9% | −3.0% | — | — | — | — | — | +4.7% | +9.3% | −4.6pp |
| 2025 | +3.3% | −2.1% | −6.6% | −7.3% | +6.6% | −3.5% | +7.4% | +6.7% | −5.9% | −6.8% | −1.9% | −3.0% | −13.9% | +17.7% | −31.6pp |
| 2024 | −4.0% | +8.1% | +3.1% | −9.7% | +4.9% | −3.9% | +13.2% | −4.3% | +4.1% | +5.5% | +9.2% | −11.3% | +12.1% | +24.9% | −12.8pp |
| 2023 | −7.3% | −1.4% | −1.6% | −5.5% | −2.7% | +12.5% | +15.7% | −3.5% | −4.9% | −3.3% | +12.8% | +8.5% | +16.8% | +26.2% | −9.4pp |
| 2022 | −11.9% | −4.6% | −3.7% | +2.3% | +6.3% | −10.6% | +15.4% | +3.1% | −10.6% | +14.0% | +9.6% | −6.0% | −1.7% | −18.2% | +16.5pp |
| 2021 | −8.8% | −3.4% | +15.3% | +3.7% | −1.4% | −5.2% | −1.9% | −5.0% | −5.6% | +12.8% | +4.4% | +10.9% | +13.2% | +28.7% | −15.5pp |
| 2020 | −6.6% | −10.2% | −7.2% | +12.2% | +12.6% | +0.4% | +9.2% | +3.9% | −2.3% | +2.6% | +3.9% | +3.1% | +20.6% | +18.3% | +2.2pp |
| 2019 | −2.1% | +1.2% | +0.3% | +5.1% | −11.8% | +14.2% | +11.6% | −0.2% | +1.7% | +5.8% | +1.8% | +4.1% | +33.7% | +31.2% | +2.4pp |
| 2018 | +0.2% | −4.7% | −4.2% | +2.0% | +2.5% | +17.8% | +11.0% | +4.9% | −3.8% | −5.2% | +7.8% | −10.9% | +14.8% | −4.6% | +19.4pp |
| 2017 | −2.4% | +2.0% | +3.3% | −3.9% | +3.2% | +0.6% | −4.4% | −5.6% | +4.8% | +4.5% | −0.7% | −1.0% | −0.3% | +21.7% | −22.0pp |
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. RPM 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% | 43% | 52% | 67% | 67% | 43% | 67% | 52% | 43% | 57% | 71% | 67% |
| Median | −2.4% | −2.0% | +0.1% | +2.5% | +2.5% | −2.0% | +6.4% | +0.4% | −2.3% | +2.1% | +4.4% | +3.6% |
| Best | +12.1% | +8.1% | +17.4% | +12.2% | +12.6% | +17.8% | +15.7% | +6.7% | +17.9% | +21.4% | +12.8% | +10.9% |
| Worst | −11.9% | −11.9% | −12.9% | −9.7% | −11.8% | −16.0% | −7.6% | −10.0% | −10.6% | −25.6% | −15.6% | −11.3% |
| vs SPY ⓘ | −2.1pp | −1.0pp | −0.1pp | +0.2pp | +0.4pp | −0.9pp | +4.5pp | −0.3pp | −1.0pp | +1.3pp | +2.6pp | +1.2pp |
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.
