| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SAA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.8% | +3.9% | −9.0% | +21.2% | +1.3% | +14.7% | −4.2% | — | — | — | — | — | +41.2% | +9.3% | +31.9pp |
| 2025 | +5.2% | −10.6% | −13.8% | −10.7% | +9.7% | +7.4% | +0.3% | +14.3% | +1.3% | −2.7% | +4.6% | −0.6% | +0.3% | +17.7% | −17.4pp |
| 2024 | −8.9% | +5.9% | +5.8% | −11.1% | +8.5% | −5.1% | +21.9% | −4.4% | +1.0% | −5.7% | +21.3% | −16.1% | +5.6% | +24.9% | −19.3pp |
| 2023 | +18.7% | −2.9% | −11.4% | −6.1% | −4.1% | +16.0% | +10.2% | −8.8% | −12.2% | −12.0% | +16.1% | +26.2% | +21.3% | +26.2% | −4.9pp |
| 2022 | −14.1% | +2.1% | −0.1% | −15.6% | +2.9% | −17.5% | +20.5% | −9.2% | −19.4% | +24.9% | +7.0% | −13.7% | −36.2% | −18.2% | −18.0pp |
| 2021 | +13.1% | +15.4% | +5.4% | +3.4% | +3.7% | +0.6% | −5.6% | +3.8% | −5.0% | +6.7% | −5.1% | +8.5% | +51.8% | +28.7% | +23.0pp |
| 2020 | −8.4% | −19.4% | −45.6% | +23.9% | +6.4% | +5.1% | +7.1% | +8.0% | −9.6% | +3.8% | +38.9% | +17.1% | −1.8% | +18.3% | −20.1pp |
| 2019 | +22.1% | +8.6% | −7.2% | +7.4% | −17.4% | +15.0% | +1.9% | −10.0% | +6.6% | +3.1% | +6.5% | +5.7% | +42.4% | +31.2% | +11.2pp |
| 2018 | +3.7% | −8.1% | +3.4% | +2.3% | +12.3% | +2.0% | +5.0% | +9.7% | −6.0% | −19.7% | +0.1% | −23.5% | −23.0% | −4.6% | −18.4pp |
| 2017 | −2.0% | +5.3% | −2.3% | +3.4% | −6.7% | +6.3% | +1.0% | −7.4% | +18.6% | −0.1% | +4.3% | +3.7% | +23.9% | +21.7% | +2.2pp |
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. SAA 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 ⓘ | 19 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 42% | 65% | 60% | 60% | 65% | 60% | 65% | 53% | 53% | 53% | 79% | 68% |
| Median | −2.0% | +3.9% | +2.6% | +3.4% | +2.5% | +2.0% | +2.2% | +1.6% | +0.6% | +2.2% | +4.8% | +4.8% |
| Best | +22.1% | +15.4% | +15.8% | +37.1% | +12.3% | +16.0% | +21.9% | +14.3% | +23.3% | +31.1% | +38.9% | +26.2% |
| Worst | −24.6% | −24.0% | −45.6% | −15.6% | −17.4% | −17.5% | −11.0% | −17.8% | −20.5% | −40.5% | −25.1% | −23.5% |
| vs SPY ⓘ | −3.0pp | +1.3pp | +1.3pp | +0.6pp | +0.2pp | +1.8pp | +0.8pp | +0.3pp | −1.7pp | −0.3pp | +1.4pp | +2.8pp |
234 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
