| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SEF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +4.1% | +4.0% | −5.0% | +1.6% | −3.8% | −5.6% | — | — | — | — | — | −2.5% | +9.3% | −11.8pp |
| 2025 | −5.8% | −0.9% | +4.5% | +1.1% | −3.6% | −2.7% | +0.5% | −2.5% | +0.3% | +3.3% | −1.3% | −2.7% | −9.8% | +17.7% | −27.5pp |
| 2024 | −2.4% | −3.6% | −3.8% | +5.1% | −2.1% | +1.5% | −5.4% | −3.8% | +1.2% | −2.0% | −9.4% | +6.3% | −17.8% | +24.9% | −42.7pp |
| 2023 | −7.4% | +3.6% | +7.6% | −2.6% | +4.9% | −5.7% | −4.1% | +3.3% | +3.9% | +3.0% | −9.3% | −4.7% | −8.8% | +26.2% | −35.0pp |
| 2022 | +1.4% | +1.9% | −2.0% | +8.3% | −1.8% | +10.3% | −7.4% | +3.4% | +9.8% | −9.6% | −6.0% | +5.7% | +11.9% | −18.2% | +30.0pp |
| 2021 | +2.2% | −9.2% | −5.1% | −6.8% | −3.0% | +1.1% | −1.7% | −3.2% | +2.4% | −6.2% | +5.1% | −5.6% | −27.0% | +28.7% | −55.7pp |
| 2020 | +0.7% | +10.4% | +13.7% | −11.8% | −4.6% | −1.8% | −3.3% | −4.7% | +3.5% | +2.0% | −13.4% | −5.5% | −16.9% | +18.3% | −35.2pp |
| 2019 | −8.9% | −2.4% | +0.8% | −6.0% | +5.6% | −5.1% | −2.3% | +2.3% | −2.9% | −1.7% | −3.2% | −1.9% | −23.5% | +31.2% | −54.7pp |
| 2018 | −4.2% | +2.9% | +2.0% | −0.1% | −0.4% | −0.1% | −3.1% | −1.8% | +2.1% | +5.2% | −3.2% | +11.6% | +10.3% | −4.6% | +14.9pp |
| 2017 | −0.7% | −4.5% | +2.1% | +0.2% | +0.7% | −5.0% | −1.8% | +0.9% | −3.6% | −2.3% | −3.1% | −1.3% | −17.1% | +21.7% | −38.8pp |
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. SEF 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 ⓘ | 18 | 18 | 18 | 18 | 18 | 18 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 50% | 39% | 50% | 39% | 39% | 50% | 16% | 44% | 61% | 33% | 28% | 22% |
| Median | +0.0% | −2.1% | −0.9% | −1.7% | −1.7% | −0.1% | −3.3% | −1.7% | +0.9% | −1.8% | −3.1% | −2.6% |
| Best | +22.5% | +13.4% | +13.7% | +8.3% | +8.6% | +10.3% | +2.8% | +7.4% | +10.5% | +17.7% | +9.9% | +11.6% |
| Worst | −8.9% | −9.2% | −21.5% | −21.4% | −12.7% | −5.7% | −9.5% | −11.5% | −6.8% | −14.0% | −13.4% | −9.4% |
| vs SPY ⓘ | −0.9pp | −4.3pp | −2.2pp | −3.5pp | −3.5pp | −1.6pp | −6.7pp | −3.2pp | +1.6pp | −2.5pp | −5.7pp | −4.5pp |
217 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
