| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RYLG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.7% | +1.4% | −4.3% | +8.2% | +3.7% | +2.9% | −1.1% | — | — | — | — | — | +14.9% | +9.3% | +5.6pp |
| 2025 | +2.7% | −3.9% | −5.7% | −2.7% | +3.0% | +4.6% | +0.7% | +5.5% | +1.9% | +2.7% | +0.6% | +0.2% | +9.4% | +17.7% | −8.3pp |
| 2024 | −2.9% | +4.0% | +3.3% | −4.7% | +2.8% | −0.8% | +6.7% | −0.6% | +0.5% | −0.3% | +8.1% | −5.1% | +10.6% | +24.9% | −14.3pp |
| 2023 | +6.8% | −0.8% | −5.2% | −0.6% | −0.2% | +5.4% | +3.8% | −3.8% | −4.1% | −5.7% | +6.6% | +7.0% | +8.3% | +26.2% | −17.8pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +1.6% | −4.6% | −3.1% | −18.2% | +15.1pp |
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. RYLG 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 25% | 25% | 75% | 75% | 75% | 33% | 67% | 33% | 100% | 50% |
| Median | +3.2% | +0.3% | −4.7% | −1.6% | +2.9% | +3.8% | +2.2% | −0.6% | +0.5% | −0.3% | +4.1% | −2.2% |
| Best | +6.8% | +4.0% | +3.3% | +8.2% | +3.7% | +5.4% | +6.7% | +5.5% | +1.9% | +2.7% | +8.1% | +7.0% |
| Worst | −2.9% | −3.9% | −5.7% | −4.7% | −0.2% | −0.8% | −1.1% | −3.8% | −4.1% | −5.7% | +0.6% | −5.1% |
| vs SPY ⓘ | +0.3pp | +0.2pp | −0.0pp | −2.0pp | −1.9pp | −0.8pp | +0.0pp | −2.1pp | −1.6pp | +0.3pp | −1.1pp | +0.6pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
