| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.8% | +10.6% | −6.3% | −4.7% | −3.7% | −6.6% | −0.5% | — | — | — | — | — | −2.9% | +7.5% | −10.4pp |
| 2025 | +1.2% | −1.3% | −1.5% | −20.2% | +8.9% | +10.3% | −4.0% | +14.0% | −3.7% | +5.6% | +19.7% | +2.1% | +28.2% | +17.7% | +10.5pp |
| 2024 | +6.8% | −0.4% | +12.6% | −6.0% | +2.7% | −7.4% | +5.1% | −1.5% | −7.9% | −9.3% | +6.8% | −0.2% | −1.2% | +24.9% | −26.1pp |
| 2023 | −7.2% | −7.7% | −1.2% | −1.7% | +7.3% | +13.2% | +12.0% | −5.8% | −2.1% | +1.2% | −12.3% | −1.0% | −8.2% | +26.2% | −34.4pp |
| 2022 | +9.9% | +16.3% | +19.8% | +15.9% | +26.9% | −33.5% | +19.5% | +12.0% | −22.3% | +15.8% | +8.0% | −16.5% | +62.8% | −18.2% | +81.0pp |
| 2021 | +36.1% | +18.7% | −22.0% | +3.8% | +30.8% | +18.3% | −4.8% | +48.8% | +46.2% | −1.6% | −17.0% | −1.6% | +237.4% | +28.7% | +208.7pp |
| 2020 | −39.9% | −19.2% | −56.4% | +121.3% | −20.6% | −18.4% | +0.8% | +21.5% | +4.4% | +4.2% | +55.2% | +16.1% | −26.9% | +18.3% | −45.2pp |
| 2019 | +8.9% | −6.3% | +3.2% | +4.2% | −17.6% | +0.4% | −2.5% | −30.7% | +0.4% | −6.8% | −24.9% | +28.9% | −44.3% | +31.2% | −75.5pp |
| 2018 | −15.1% | −21.4% | +3.2% | +0.2% | +0.0% | +22.0% | −8.0% | −2.8% | −31.5% | −17.7% | +9.5% | −22.3% | −63.9% | −4.6% | −59.3pp |
| 2017 | −12.9% | −8.6% | −1.4% | −0.4% | +7.4% | −13.0% | +12.2% | −10.8% | +16.7% | −6.6% | −0.9% | +13.2% | −10.5% | +21.7% | −32.2pp |
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. SD 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 10 | 10 |
| Positive ⓘ | 60% | 30% | 40% | 50% | 60% | 50% | 50% | 44% | 44% | 44% | 50% | 50% |
| Median | +4.0% | −3.8% | −1.3% | −0.1% | +5.0% | −3.1% | +0.1% | −1.5% | −2.1% | −1.6% | +3.1% | +0.9% |
| Best | +36.1% | +18.7% | +19.8% | +121.3% | +30.8% | +22.0% | +19.5% | +48.8% | +46.2% | +15.8% | +55.2% | +28.9% |
| Worst | −39.9% | −21.4% | −56.4% | −20.2% | −20.6% | −33.5% | −8.0% | −30.7% | −31.5% | −17.7% | −24.9% | −22.3% |
| vs SPY ⓘ | −0.3pp | −5.4pp | +0.0pp | −1.4pp | +0.1pp | −6.1pp | −1.1pp | −3.8pp | −1.5pp | −8.4pp | −1.6pp | +1.4pp |
117 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
