| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RRTS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.5% | +0.4% | −13.0% | +71.9% | +10.1% | +13.9% | −5.3% | — | — | — | — | — | +93.5% | +9.3% | +84.2pp |
| 2025 | +23.3% | +43.2% | −14.2% | −31.6% | −3.5% | −5.3% | −15.1% | +3.7% | −15.2% | +8.5% | −8.3% | +17.5% | −17.3% | +17.7% | −35.1pp |
| 2024 | −5.7% | −10.7% | +1.5% | +4.4% | −21.3% | +13.5% | −4.8% | +16.7% | −3.6% | +2.2% | +23.2% | +76.5% | +89.9% | +24.9% | +65.0pp |
| 2023 | +18.5% | +16.8% | −10.9% | −17.8% | +45.9% | −12.0% | −4.2% | +5.5% | −13.0% | −4.2% | −3.1% | +1.9% | +8.2% | +26.2% | −18.0pp |
| 2022 | +34.9% | +3.1% | +10.4% | −19.4% | −6.0% | +22.8% | −17.9% | +13.1% | −12.3% | −9.2% | −20.7% | −18.9% | −32.1% | −18.2% | −13.9pp |
| 2021 | −1.0% | +42.0% | +88.3% | −17.2% | −2.0% | +9.9% | −5.3% | −16.0% | −93.6% | +800.0% | −10.7% | +7.0% | +3.9% | +28.7% | −24.9pp |
| 2020 | +8.3% | −25.9% | −65.5% | −12.9% | −4.5% | +9.0% | +34.6% | −8.4% | −22.8% | −11.8% | +2.1% | +4.5% | −77.5% | +18.3% | −95.9pp |
| 2019 | −2.0% | −12.6% | −1.2% | +5.8% | −15.4% | +1.6% | +1.5% | −0.7% | +7.7% | +8.5% | −16.9% | −1.4% | −25.7% | +31.2% | −57.0pp |
| 2018 | −27.8% | −31.2% | −33.7% | −15.4% | −15.8% | +15.5% | +4.8% | −40.6% | −35.7% | −45.0% | +53.6% | −29.7% | −93.6% | −4.6% | −89.0pp |
| 2017 | −23.8% | −4.8% | −8.9% | −2.2% | −5.5% | +14.5% | −4.0% | +7.0% | +27.6% | −7.7% | −2.7% | −9.9% | −25.8% | +21.7% | −47.5pp |
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. RRTS 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 63% | 44% | 19% | 38% | 82% | 53% | 50% | 19% | 44% | 56% | 56% |
| Median | −1.5% | +3.9% | −1.4% | −4.2% | −3.4% | +3.7% | +1.5% | −0.2% | −10.1% | −4.5% | +2.7% | +1.3% |
| Best | +34.9% | +47.2% | +88.3% | +71.9% | +45.9% | +22.8% | +34.6% | +16.7% | +27.6% | +800.0% | +53.6% | +76.5% |
| Worst | −27.8% | −31.2% | −65.5% | −31.6% | −31.9% | −12.0% | −17.9% | −40.6% | −93.6% | −45.0% | −20.7% | −29.7% |
| vs SPY ⓘ | +0.5pp | +3.6pp | −2.9pp | −4.8pp | −4.4pp | +5.8pp | −2.9pp | −0.7pp | −8.2pp | −2.5pp | −2.7pp | −1.1pp |
194 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
