| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SEIC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.1% | −7.4% | −3.5% | +15.6% | −3.1% | +0.4% | +17.3% | — | — | — | — | — | +26.2% | +7.5% | +18.6pp |
| 2025 | +5.0% | −7.5% | −3.0% | +0.9% | +8.9% | +6.0% | −1.9% | +0.2% | −3.9% | −5.0% | +0.3% | +2.1% | +0.6% | +17.7% | −17.1pp |
| 2024 | −0.5% | +6.3% | +6.9% | −8.3% | +2.7% | −3.8% | +4.9% | −0.3% | +2.3% | +8.1% | +10.5% | +0.4% | +31.5% | +24.9% | +6.6pp |
| 2023 | +7.1% | −3.5% | −4.5% | +2.4% | −4.0% | +6.1% | +5.7% | −1.5% | −2.9% | −10.9% | +9.3% | +9.1% | +10.6% | +26.2% | −15.6pp |
| 2022 | −3.8% | −0.1% | +2.8% | −7.5% | +4.9% | −6.9% | +2.5% | −1.2% | −10.3% | +10.7% | +14.7% | −5.7% | −2.9% | −18.2% | +15.2pp |
| 2021 | −8.0% | +6.0% | +8.8% | +0.8% | +3.3% | −1.7% | −1.9% | +3.3% | −5.6% | +6.3% | −5.4% | +2.9% | +7.4% | +28.7% | −21.3pp |
| 2020 | −0.3% | −16.2% | −15.3% | +10.0% | +6.4% | +2.0% | −4.8% | +0.1% | −3.1% | −3.1% | +7.3% | +9.7% | −11.1% | +18.3% | −29.4pp |
| 2019 | +2.9% | +11.0% | −0.9% | +4.2% | −7.7% | +12.3% | +6.2% | −3.5% | +3.0% | +1.1% | +7.7% | +2.0% | +43.4% | +31.2% | +12.1pp |
| 2018 | +4.6% | −3.1% | +2.9% | −15.6% | +0.9% | −1.5% | −4.1% | +5.2% | −3.1% | −12.5% | +0.5% | −13.3% | −34.9% | −4.6% | −30.3pp |
| 2017 | −1.7% | +3.8% | +0.2% | +0.5% | −1.2% | +8.0% | +5.1% | +3.5% | +4.4% | +5.7% | +9.1% | +2.6% | +47.0% | +21.7% | +25.3pp |
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. SEIC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 38% | 62% | 62% | 71% | 52% | 52% | 48% | 43% | 67% | 86% | 81% |
| Median | +0.9% | −0.6% | +2.1% | +0.9% | +3.3% | +0.2% | +2.5% | −0.3% | −1.4% | +3.2% | +3.4% | +2.6% |
| Best | +15.5% | +11.0% | +24.8% | +15.6% | +10.0% | +17.4% | +17.3% | +5.8% | +14.9% | +15.9% | +14.7% | +9.7% |
| Worst | −25.1% | −16.2% | −15.3% | −15.6% | −11.3% | −6.9% | −12.1% | −13.5% | −10.3% | −20.4% | −12.6% | −13.3% |
| vs SPY ⓘ | +0.8pp | −0.1pp | +0.1pp | −0.5pp | +1.8pp | +0.9pp | −1.2pp | +0.1pp | +0.6pp | −0.7pp | +0.9pp | +1.3pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
