| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RRGB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.9% | +34.9% | −41.7% | +19.5% | +44.6% | +57.9% | −6.1% | — | — | — | — | — | +85.2% | +7.5% | +77.6pp |
| 2025 | +9.5% | −6.3% | −36.8% | −18.0% | +74.7% | +13.5% | +0.3% | +11.5% | +5.9% | −26.2% | −13.4% | −7.5% | −26.2% | +17.7% | −43.9pp |
| 2024 | −18.4% | −26.5% | +2.4% | −1.4% | +7.3% | −6.5% | −25.9% | −37.6% | +26.0% | +29.5% | −5.6% | +1.9% | −56.0% | +24.9% | −80.9pp |
| 2023 | +60.2% | −4.8% | +68.3% | −8.7% | −3.1% | +9.2% | +5.2% | −28.7% | −22.5% | +0.6% | +9.5% | +40.7% | +123.5% | +26.2% | +97.3pp |
| 2022 | −10.8% | +19.0% | −3.9% | −21.8% | −25.4% | −18.4% | +8.8% | −15.0% | −9.4% | +22.1% | +0.9% | −32.7% | −66.2% | −18.2% | −48.1pp |
| 2021 | +36.2% | +17.2% | +30.0% | −8.8% | −1.4% | −7.7% | −20.8% | −6.7% | −5.8% | −13.8% | −18.0% | +1.4% | −14.0% | +28.7% | −42.8pp |
| 2020 | −0.5% | −16.3% | −69.0% | +71.7% | −5.3% | −26.4% | −14.3% | +27.0% | +18.6% | −8.5% | +67.0% | −4.4% | −41.8% | +18.3% | −60.1pp |
| 2019 | +19.7% | −4.9% | −5.3% | +11.2% | −20.1% | +19.5% | +8.0% | +1.4% | −0.7% | −8.3% | −10.6% | +21.1% | +23.6% | +31.2% | −7.6pp |
| 2018 | −6.6% | +1.9% | +8.1% | +7.5% | −19.2% | −7.4% | +1.5% | −12.7% | −2.8% | −24.8% | +14.9% | −23.0% | −52.6% | −4.6% | −48.1pp |
| 2017 | −15.7% | −4.0% | +28.0% | +0.5% | +22.7% | −9.5% | −8.4% | −4.7% | +17.5% | +2.1% | −23.4% | +7.6% | +0.0% | +21.7% | −21.7pp |
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. RRGB 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% | 67% | 62% | 52% | 43% | 38% | 43% | 43% | 57% | 52% | 43% | 62% |
| Median | −0.3% | +7.6% | +6.3% | +0.5% | −3.1% | −4.7% | −2.2% | −4.7% | +5.1% | +0.6% | −1.9% | +4.2% |
| Best | +60.2% | +34.9% | +68.3% | +71.7% | +74.7% | +57.9% | +24.4% | +27.0% | +26.0% | +29.5% | +67.0% | +40.7% |
| Worst | −27.6% | −26.5% | −69.0% | −21.8% | −29.5% | −26.4% | −25.9% | −37.6% | −22.8% | −43.3% | −28.8% | −32.7% |
| vs SPY ⓘ | −0.4pp | +5.5pp | +4.9pp | −1.7pp | −3.5pp | −4.5pp | −3.3pp | −3.9pp | +2.3pp | −5.7pp | −4.7pp | +3.2pp |
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.
