| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SAABY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +34.4% | −6.9% | −10.0% | −6.6% | +1.5% | −15.6% | +19.4% | — | — | — | — | — | +7.5% | +9.3% | −1.9pp |
| 2025 | +3.1% | +43.4% | +26.8% | +18.3% | +8.6% | +10.5% | −2.8% | +4.2% | +8.3% | −10.1% | −8.6% | +15.2% | +176.4% | +17.7% | +158.7pp |
| 2024 | +11.8% | +16.7% | +19.1% | −14.7% | −69.2% | −3.9% | −3.3% | +2.5% | −10.2% | −2.7% | +4.8% | −2.7% | −65.3% | +24.9% | −90.2pp |
| 2023 | +2.2% | +35.3% | +10.8% | −8.3% | −0.1% | −7.5% | +3.7% | −5.2% | −1.6% | +5.3% | −5.8% | +17.2% | +45.8% | +26.2% | +19.7pp |
| 2022 | −7.0% | +24.3% | +30.0% | +7.6% | +1.4% | −5.2% | −9.0% | −0.4% | −14.9% | +17.3% | +4.8% | +11.9% | +64.9% | −18.2% | +83.1pp |
| 2021 | +0.0% | +0.0% | −44.0% | +0.0% | +7.1% | −2.0% | +0.0% | +0.0% | +0.0% | +0.7% | +0.0% | −15.2% | −49.8% | +28.7% | −78.5pp |
| 2020 | — | — | — | −1.1% | +0.0% | +0.0% | +82.5% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +80.5% | +18.3% | +62.2pp |
| 2019 · part | — | — | — | −1.4% | +0.0% | −1.0% | — | −16.5% | — | — | — | — | −18.5% | +31.2% | −49.8pp |
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. SAABY is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 6 | 6 | 6 | 8 | 8 | 8 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 67% | 67% | 25% | 50% | 13% | 43% | 29% | 17% | 50% | 33% | 50% |
| Median | +2.7% | +20.5% | +15.0% | −1.3% | +0.7% | −2.9% | +0.0% | +0.0% | −0.8% | +0.3% | +0.0% | +5.9% |
| Best | +34.4% | +43.4% | +30.0% | +18.3% | +8.6% | +10.5% | +82.5% | +4.2% | +8.3% | +17.3% | +4.8% | +17.2% |
| Worst | −7.0% | −6.9% | −44.0% | −14.7% | −69.2% | −15.6% | −9.0% | −16.5% | −14.9% | −10.1% | −8.6% | −15.2% |
| vs SPY ⓘ | +0.7pp | +19.3pp | +11.5pp | −7.7pp | +0.3pp | −5.8pp | −2.4pp | −3.0pp | +3.5pp | +0.4pp | −5.0pp | +6.2pp |
80 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
