| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | S | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.8% | −6.2% | −1.8% | +9.9% | +16.9% | +2.5% | +9.1% | — | — | — | — | — | +23.5% | +7.5% | +15.9pp |
| 2025 | +7.9% | −13.9% | −11.9% | +1.8% | −4.8% | +3.8% | +0.3% | +2.8% | −6.6% | +1.4% | −9.2% | −7.5% | −32.4% | +17.7% | −50.2pp |
| 2024 | −2.3% | +5.1% | −17.3% | −9.4% | −20.4% | +25.1% | +8.8% | +2.9% | +1.5% | +7.8% | +8.4% | −20.6% | −19.1% | +24.9% | −44.0pp |
| 2023 | +3.4% | +6.0% | +2.3% | −1.8% | +33.0% | −29.4% | +10.4% | −0.2% | +1.4% | −7.3% | +22.1% | +43.7% | +88.1% | +26.2% | +61.9pp |
| 2022 | −11.4% | −7.3% | −6.7% | −14.1% | −28.5% | −1.9% | +6.5% | +9.9% | −6.4% | −10.6% | −36.5% | +0.6% | −71.1% | −18.2% | −52.9pp |
| 2021 | — | — | — | — | — | — | +472.0% | +29.6% | −16.2% | +23.9% | −18.7% | −6.4% | +485.7% | +28.7% | +457.0pp |
| 2020 · part | −16.1% | +110.3% | −6.2% | +0.0% | — | — | — | — | — | — | — | — | +65.5% | +18.3% | +47.1pp |
| 2019 | +7.2% | +1.8% | −11.0% | −1.2% | +23.1% | −4.4% | +11.6% | −7.4% | −9.1% | +0.6% | −4.7% | −12.0% | −10.5% | +31.2% | −41.7pp |
| 2018 | −9.5% | −2.6% | −6.0% | +15.0% | −8.4% | +5.8% | −0.2% | +12.5% | +7.0% | −6.4% | +2.6% | −7.3% | −1.2% | −4.6% | +3.4pp |
| 2017 | +9.6% | −4.6% | −1.5% | +4.0% | −6.0% | −3.3% | −2.8% | +3.4% | −5.7% | −15.9% | −8.4% | −1.7% | −30.0% | +21.7% | −51.8pp |
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. S 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 ⓘ | 14 | 14 | 14 | 14 | 13 | 13 | 14 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 36% | 64% | 36% | 43% | 54% | 46% | 64% | 71% | 43% | 50% | 50% | 29% |
| Median | −4.6% | +4.1% | −3.9% | −0.6% | +3.5% | −1.9% | +7.7% | +3.1% | −6.1% | −2.9% | −1.0% | −4.1% |
| Best | +9.6% | +110.3% | +15.4% | +15.0% | +33.0% | +26.8% | +472.0% | +50.1% | +13.8% | +23.9% | +27.3% | +43.7% |
| Worst | −23.1% | −13.9% | −17.3% | −14.1% | −28.5% | −29.4% | −26.1% | −23.7% | −24.1% | −15.9% | −36.5% | −20.6% |
| vs SPY ⓘ | −6.0pp | +1.1pp | −2.4pp | −2.6pp | +1.2pp | +0.1pp | +2.6pp | +2.2pp | −4.1pp | −1.3pp | −3.8pp | −2.4pp |
166 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
