| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SECYF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.8% | +7.7% | +11.8% | +9.2% | −13.2% | +6.3% | +11.9% | — | — | — | — | — | +39.5% | +9.3% | +30.2pp |
| 2025 | −8.4% | −3.8% | +9.5% | −12.5% | +17.9% | +2.6% | −2.9% | +8.7% | +19.2% | −12.5% | +4.8% | −2.6% | +15.1% | +17.7% | −2.7pp |
| 2024 | +8.1% | +8.4% | +0.9% | +1.4% | −2.5% | +8.3% | +0.5% | +4.3% | −2.5% | +25.2% | +2.5% | −0.4% | +65.4% | +24.9% | +40.5pp |
| 2023 | +18.6% | +3.2% | −26.2% | +7.0% | −10.8% | +9.1% | +11.5% | +5.9% | +0.4% | +0.9% | +8.5% | +19.4% | +45.9% | +26.2% | +19.7pp |
| 2022 | +13.3% | +0.9% | −9.9% | +19.4% | +13.5% | −18.1% | +6.1% | −13.1% | −4.7% | +24.1% | +7.8% | −5.9% | +26.3% | −18.2% | +44.5pp |
| 2021 | +11.8% | +16.9% | +16.8% | +16.7% | +5.8% | −6.3% | +1.1% | +0.2% | +12.2% | +24.0% | −11.4% | +1.1% | +122.9% | +28.7% | +94.2pp |
| 2020 | −10.2% | −13.9% | −74.4% | +37.8% | −14.9% | +46.4% | +3.1% | −10.0% | −7.8% | +4.0% | +61.8% | +6.5% | −48.0% | +18.3% | −66.3pp |
| 2019 | +20.8% | +7.1% | −4.3% | +1.9% | −14.6% | +0.1% | −2.3% | −17.6% | +5.6% | −21.2% | −8.6% | +20.9% | −20.1% | +31.2% | −51.3pp |
| 2018 | +6.1% | −14.7% | −4.1% | +4.5% | −2.6% | −10.3% | +12.6% | +7.9% | +0.1% | −0.3% | −16.2% | −8.0% | −25.9% | −4.6% | −21.3pp |
| 2017 | −1.8% | −6.2% | −8.6% | −12.1% | +19.7% | −15.2% | +11.7% | −17.3% | +18.5% | −3.9% | −13.9% | +21.1% | −17.6% | +21.7% | −39.3pp |
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. SECYF 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 57% | 71% | 50% | 86% | 43% | 57% | 64% | 54% | 71% | 50% | 50% | 71% |
| Median | +1.7% | +4.0% | −1.6% | +8.1% | −2.6% | +1.1% | +2.1% | +0.2% | +2.9% | +0.3% | +1.3% | +4.0% |
| Best | +20.8% | +16.9% | +45.3% | +37.8% | +19.7% | +46.4% | +12.6% | +17.8% | +20.6% | +25.2% | +61.8% | +24.4% |
| Worst | −29.3% | −14.7% | −74.4% | −12.5% | −14.9% | −18.1% | −18.2% | −25.0% | −13.9% | −21.2% | −16.9% | −8.0% |
| vs SPY ⓘ | −1.6pp | +3.8pp | −1.9pp | +5.4pp | −5.8pp | −3.9pp | −1.6pp | −2.8pp | +4.1pp | +1.2pp | −2.3pp | +3.5pp |
167 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
