| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SAM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.5% | +6.2% | +1.6% | +2.9% | −25.2% | −0.1% | +5.7% | — | — | — | — | — | −4.1% | +7.5% | −11.7pp |
| 2025 | −16.4% | −2.8% | −2.0% | +2.9% | −6.5% | −17.0% | +8.5% | +6.8% | −4.4% | −2.1% | −5.9% | +0.2% | −35.0% | +17.7% | −52.7pp |
| 2024 | +1.1% | −11.8% | −1.2% | −8.5% | +12.7% | −2.7% | −8.1% | −3.0% | +6.4% | +0.7% | +8.6% | −5.1% | −13.2% | +24.9% | −38.1pp |
| 2023 | +17.9% | −16.7% | +1.5% | −3.4% | +6.3% | −8.6% | +20.4% | −1.6% | +6.6% | −14.3% | +6.2% | −2.6% | +4.9% | +26.2% | −21.3pp |
| 2022 | −16.7% | −8.9% | +1.3% | −3.5% | −5.3% | −14.7% | +25.6% | −11.4% | −4.0% | +15.3% | +3.0% | −14.3% | −34.8% | −18.2% | −16.6pp |
| 2021 | −7.8% | +12.2% | +17.3% | +0.8% | −13.0% | −3.5% | −30.4% | −19.7% | −10.6% | −3.4% | −8.4% | +12.0% | −49.2% | +28.7% | −77.9pp |
| 2020 | −5.7% | +4.0% | −0.9% | +26.9% | +21.1% | −5.0% | +51.0% | +8.8% | +0.2% | +17.6% | −10.4% | +6.8% | +163.1% | +18.3% | +144.8pp |
| 2019 | +3.5% | +25.4% | −5.7% | +5.2% | +1.4% | +20.2% | +3.9% | +11.8% | −17.0% | +2.9% | +2.6% | −1.7% | +56.9% | +31.2% | +25.7pp |
| 2018 | −0.7% | −14.1% | +15.9% | +18.6% | +13.3% | +18.1% | −8.3% | +10.3% | −5.2% | +6.9% | −10.7% | −12.3% | +26.0% | −4.6% | +30.6pp |
| 2017 | −9.5% | +3.2% | −8.8% | −0.2% | −1.1% | −7.4% | +18.7% | −5.0% | +4.8% | +14.0% | +1.0% | +6.3% | +12.5% | +21.7% | −9.2pp |
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. SAM 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 33% | 57% | 52% | 57% | 52% | 57% | 71% | 48% | 57% | 67% | 62% | 48% |
| Median | −5.3% | +3.1% | +1.3% | +0.8% | +0.2% | +2.3% | +3.9% | −0.1% | +0.4% | +2.9% | +3.0% | −0.2% |
| Best | +17.9% | +25.4% | +33.3% | +27.5% | +21.1% | +20.2% | +51.0% | +27.4% | +15.3% | +21.7% | +14.1% | +19.0% |
| Worst | −16.7% | −16.7% | −13.0% | −15.7% | −25.2% | −17.0% | −30.4% | −19.7% | −17.0% | −20.4% | −36.5% | −14.3% |
| vs SPY ⓘ | −4.6pp | +0.1pp | +0.5pp | −1.1pp | +1.4pp | +3.8pp | +2.3pp | −0.2pp | +1.7pp | +3.2pp | −2.0pp | −1.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
