Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SEAC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.5% | +15.7% | +6.4% | −1.5% | +1.5% | +25.0% | −34.0% | +1.5% | — | — | — | — | +1.5% | +12.9% | −11.4pp |
| 2025 | +1.5% | −1.4% | −12.9% | +1.6% | +0.7% | +29.1% | −33.2% | −17.8% | +1.0% | −15.7% | +0.3% | −6.0% | −49.2% | +17.7% | −66.9pp |
| 2024 | +21.5% | −50.6% | +160.6% | +16.3% | +4.0% | +25.0% | −5.4% | +9.9% | +3.7% | −15.1% | +13.9% | −4.1% | +136.4% | +24.9% | +111.5pp |
| 2023 | +6.1% | −16.0% | −14.3% | +25.0% | −7.5% | −1.9% | −1.7% | −42.6% | −0.9% | −12.5% | −43.8% | +22.2% | −70.8% | +26.2% | −97.0pp |
| 2022 | −21.9% | +3.2% | −12.4% | −3.5% | −30.3% | −21.1% | −3.3% | −11.9% | −15.9% | −7.0% | +12.9% | +4.3% | −70.6% | −18.2% | −52.4pp |
| 2021 | −15.7% | +0.0% | +31.4% | −27.7% | +3.6% | +11.2% | −14.0% | −3.6% | −0.9% | −10.4% | −22.1% | +116.2% | +14.3% | +28.7% | −14.4pp |
| 2020 | +6.0% | −17.6% | +1.6% | −20.2% | −36.4% | −20.1% | +4.0% | −14.6% | −35.0% | −13.8% | +28.7% | +45.0% | −66.6% | +18.3% | −84.9pp |
| 2019 | +26.2% | −8.8% | −8.3% | +0.0% | −4.5% | +12.6% | +40.6% | +15.4% | +24.1% | +4.5% | +16.3% | +19.7% | +232.5% | +31.2% | +201.3pp |
| 2018 | −15.3% | −7.5% | −12.0% | +16.2% | −11.1% | +22.1% | −10.5% | −46.1% | +8.5% | −8.9% | +3.1% | −25.0% | −67.9% | −4.6% | −63.4pp |
| 2017 | +5.2% | +2.9% | −0.4% | +1.6% | −2.8% | +8.6% | +6.8% | −8.1% | +5.0% | −3.3% | +1.1% | +46.6% | +70.9% | +21.7% | +49.2pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 43% | 52% | 52% | 52% | 57% | 38% | 36% | 52% | 29% | 67% | 52% |
| Median | −1.4% | −1.4% | +0.6% | +1.6% | +0.2% | +3.7% | −3.3% | −8.4% | +1.0% | −7.0% | +2.7% | +2.7% |
| Best | +26.2% | +15.7% | +160.6% | +25.0% | +18.7% | +29.1% | +40.6% | +27.6% | +24.1% | +23.7% | +28.7% | +116.2% |
| Worst | −21.9% | −50.6% | −20.2% | −32.4% | −36.4% | −21.1% | −34.0% | −46.1% | −35.0% | −20.9% | −43.8% | −25.0% |
| vs SPY ⓘ | −0.2pp | −2.8pp | −0.6pp | −0.3pp | −1.1pp | +5.6pp | −5.1pp | −7.2pp | +2.5pp | −5.8pp | +1.2pp | −0.3pp |
253 monthly observations · 2005–2026 · benchmark SPY
