| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SCHE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +2.7% | −6.7% | +8.6% | +1.6% | −0.1% | −3.8% | — | — | — | — | — | +6.6% | +7.5% | −0.9pp |
| 2025 | +1.2% | +0.8% | +1.5% | +0.2% | +3.6% | +5.4% | +1.0% | +3.4% | +6.1% | +1.5% | −1.0% | +0.4% | +26.5% | +17.7% | +8.8pp |
| 2024 | −3.8% | +3.4% | +2.4% | +0.8% | +2.4% | +2.0% | +1.2% | +1.2% | +7.3% | −3.0% | −2.2% | −1.1% | +10.6% | +24.9% | −14.3pp |
| 2023 | +8.4% | −6.8% | +2.5% | −0.7% | −2.8% | +4.6% | +6.0% | −5.9% | −2.6% | −3.2% | +6.8% | +3.7% | +8.9% | +26.2% | −17.3pp |
| 2022 | +1.1% | −3.8% | −3.5% | −5.3% | +0.4% | −3.6% | −1.0% | −0.5% | −10.4% | −3.3% | +14.9% | −2.5% | −17.8% | −18.2% | +0.4pp |
| 2021 | +3.2% | +1.5% | −1.0% | +1.4% | +1.8% | +0.8% | −6.1% | +2.3% | −3.5% | +1.4% | −3.5% | +1.4% | −0.7% | +28.7% | −29.4pp |
| 2020 | −5.8% | −4.0% | −16.4% | +7.1% | +3.4% | +6.7% | +8.4% | +2.8% | −1.3% | +1.8% | +8.1% | +5.9% | +14.5% | +18.3% | −3.8pp |
| 2019 | +9.5% | −0.7% | +1.7% | +2.6% | −6.4% | +5.7% | −1.7% | −3.8% | +1.2% | +5.3% | −0.7% | +7.0% | +20.3% | +31.2% | −10.9pp |
| 2018 | +9.4% | −5.8% | −0.3% | −3.0% | −2.8% | −4.3% | +4.1% | −4.0% | −0.7% | −7.4% | +4.8% | −3.2% | −13.5% | −4.6% | −9.0pp |
| 2017 | +5.7% | +2.5% | +2.6% | +1.8% | +1.2% | +0.6% | +5.7% | +2.9% | −0.4% | +2.3% | +0.0% | +3.9% | +32.7% | +21.7% | +11.0pp |
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. SCHE 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.
