| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RYAN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.5% | −18.2% | −14.3% | +3.1% | −8.0% | +18.6% | +23.1% | — | — | — | — | — | −9.3% | +7.5% | −16.8pp |
| 2025 | +3.8% | +5.1% | +5.7% | −11.3% | +9.4% | −5.0% | −10.0% | −7.4% | −0.3% | −2.8% | +6.2% | −11.1% | −18.9% | +17.7% | −36.6pp |
| 2024 | +0.7% | +20.9% | +6.4% | −11.1% | +12.8% | +4.3% | +6.4% | +5.1% | +2.7% | −0.8% | +14.6% | −14.9% | +50.6% | +24.9% | +25.7pp |
| 2023 | +2.7% | −1.2% | −4.5% | +1.5% | −0.2% | +10.1% | −3.5% | +12.5% | −0.7% | −10.7% | +6.2% | −6.2% | +3.6% | +26.2% | −22.5pp |
| 2022 | −7.3% | +7.1% | −3.2% | −4.6% | +1.6% | +4.3% | +10.3% | −2.0% | −4.1% | +10.4% | −10.2% | +3.1% | +2.9% | −18.2% | +21.1pp |
| 2021 · part | — | — | — | — | — | — | — | — | +2.9% | +11.6% | +1.3% | +5.4% | +22.6% | +28.7% | −6.1pp |
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. RYAN 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 40% | 40% | 60% | 80% | 60% | 50% | 40% | 40% | 80% | 40% |
| Median | +0.7% | +5.1% | −3.2% | −4.6% | +1.6% | +4.3% | +6.4% | +1.5% | −0.3% | −0.8% | +6.2% | −6.2% |
| Best | +3.8% | +20.9% | +6.4% | +3.1% | +12.8% | +18.6% | +23.1% | +12.5% | +2.9% | +11.6% | +14.6% | +5.4% |
| Worst | −7.3% | −18.2% | −14.3% | −11.3% | −8.0% | −5.0% | −10.0% | −7.4% | −4.1% | −10.7% | −10.2% | −14.9% |
| vs SPY ⓘ | −2.0pp | +6.4pp | −6.9pp | −7.1pp | +1.3pp | +3.6pp | +1.1pp | +2.4pp | +4.0pp | +0.1pp | +2.1pp | −10.8pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
