| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SBSW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.5% | +4.9% | −28.5% | −2.4% | −0.7% | −28.8% | +7.1% | — | — | — | — | — | −34.5% | +9.3% | −43.8pp |
| 2025 | +15.5% | −16.3% | +43.6% | +1.5% | +31.0% | +18.6% | +15.8% | −9.4% | +48.5% | −6.0% | +26.2% | +6.9% | +331.8% | +17.7% | +314.1pp |
| 2024 | −10.9% | −14.9% | +14.3% | −1.3% | +9.0% | −14.2% | +4.1% | −14.1% | +5.7% | +13.6% | −12.4% | −19.3% | −39.2% | +24.9% | −64.1pp |
| 2023 | +0.9% | −24.7% | +6.0% | +7.6% | −20.2% | −12.6% | +23.9% | −21.7% | +3.7% | −17.7% | −12.2% | +21.7% | −46.6% | +26.2% | −72.7pp |
| 2022 | +19.5% | +27.6% | −12.7% | −15.3% | −5.5% | −23.2% | −0.3% | −9.7% | +7.4% | +0.8% | +19.4% | −4.9% | −9.5% | −18.2% | +8.6pp |
| 2021 | −6.4% | +23.4% | +1.9% | +4.4% | −1.3% | −9.1% | +3.8% | −5.5% | −20.3% | +15.1% | −12.4% | +0.8% | −12.4% | +28.7% | −41.2pp |
| 2020 | +2.7% | −17.1% | −44.2% | +68.9% | −7.9% | +17.8% | +29.9% | +9.5% | −8.6% | +6.6% | +12.6% | +18.8% | +61.6% | +18.3% | +43.2pp |
| 2019 | +21.2% | +27.4% | −5.5% | −8.7% | +2.7% | +22.7% | +2.7% | +15.6% | −4.3% | +41.7% | +4.1% | +24.7% | +250.9% | +31.2% | +219.7pp |
| 2018 | −6.7% | −17.4% | +2.6% | −8.0% | −26.9% | −6.2% | +4.1% | −6.3% | +5.5% | +13.3% | −13.5% | +16.0% | −41.7% | −4.6% | −37.1pp |
| 2017 | +28.3% | −10.5% | +8.6% | −7.3% | −36.8% | −8.5% | +11.4% | +24.0% | −30.3% | +17.3% | +8.6% | −9.3% | −25.6% | +21.7% | −47.3pp |
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. SBSW 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 ⓘ | 13 | 13 | 14 | 14 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 77% | 46% | 57% | 50% | 21% | 36% | 79% | 38% | 46% | 69% | 38% | 62% |
| Median | +18.5% | −4.9% | +2.2% | +0.1% | −5.7% | −8.8% | +5.0% | −6.3% | −1.8% | +11.3% | −11.9% | +6.9% |
| Best | +47.2% | +62.2% | +43.6% | +68.9% | +31.0% | +22.7% | +36.9% | +32.8% | +48.5% | +41.7% | +26.2% | +24.7% |
| Worst | −10.9% | −24.7% | −44.2% | −31.9% | −36.8% | −28.8% | −17.1% | −21.7% | −30.3% | −20.7% | −25.8% | −19.3% |
| vs SPY ⓘ | +13.2pp | −9.1pp | −1.0pp | +0.1pp | −7.8pp | −8.1pp | +2.1pp | −5.6pp | +0.7pp | +8.1pp | −11.6pp | +6.8pp |
161 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
