| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.8% | +1.9% | −3.0% | +0.7% | +2.2% | +1.2% | −3.2% | — | — | — | — | — | +2.5% | +7.5% | −5.1pp |
| 2025 | +1.1% | +3.1% | −1.7% | −2.9% | −0.6% | +1.6% | +1.1% | +1.6% | +4.1% | +0.0% | −1.1% | −0.3% | +5.9% | +17.7% | −11.8pp |
| 2024 | +1.4% | +1.8% | +0.9% | −2.5% | +0.1% | +3.3% | +1.7% | +1.9% | +2.3% | −1.6% | +2.2% | −4.6% | +6.8% | +24.9% | −18.1pp |
| 2023 | +4.8% | −1.3% | +1.7% | −2.1% | −1.1% | +0.4% | +1.2% | −2.7% | −3.7% | −1.6% | +6.9% | +3.4% | +5.4% | +26.2% | −20.7pp |
| 2022 | — | — | — | — | — | — | — | — | — | −22.8% | +7.4% | −1.4% | −18.2% | −18.2% | −0.1pp |
| 2021 · part | +1.0% | +0.9% | −0.9% | +0.9% | — | — | — | — | — | — | — | — | +1.9% | +28.7% | −26.8pp |
| 2020 | +4.3% | −1.7% | −9.4% | −3.2% | +4.7% | +0.2% | +4.2% | +1.7% | −0.1% | −4.0% | +4.3% | +1.4% | +1.3% | +18.3% | −17.0pp |
| 2019 | +3.0% | +1.2% | +1.3% | +0.0% | +0.7% | +0.8% | +1.9% | +2.0% | −1.2% | +0.8% | −0.4% | −1.4% | +8.7% | +31.2% | −22.5pp |
| 2018 | −2.3% | −1.4% | −3.8% | +0.3% | +0.5% | −0.5% | −0.8% | −0.1% | −1.5% | −2.2% | +0.2% | +0.7% | −10.4% | −4.6% | −5.8pp |
| 2017 | +1.4% | −0.2% | −0.8% | +2.9% | +0.3% | −0.1% | +0.2% | +0.5% | −1.8% | −2.8% | −1.2% | −0.3% | −2.0% | +21.7% | −23.7pp |
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. SBI 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 90% | 55% | 50% | 65% | 68% | 58% | 75% | 53% | 47% | 45% | 50% | 60% |
| Median | +2.0% | +1.0% | −0.3% | +0.7% | +0.4% | +0.3% | +0.8% | +0.5% | −0.1% | −0.7% | −0.1% | +0.4% |
| Best | +7.6% | +3.1% | +1.9% | +4.3% | +4.7% | +3.3% | +5.1% | +4.3% | +4.1% | +4.6% | +7.4% | +3.4% |
| Worst | −3.0% | −6.3% | −9.4% | −3.2% | −4.9% | −2.4% | −4.4% | −4.2% | −8.4% | −22.8% | −6.6% | −4.6% |
| vs SPY ⓘ | +0.2pp | −1.4pp | −1.5pp | −2.2pp | −1.6pp | −0.2pp | −1.0pp | −0.4pp | +0.2pp | −1.9pp | −1.6pp | −0.4pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
