| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SENEA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.9% | +16.5% | +8.7% | −7.5% | +2.8% | +21.0% | −3.8% | — | — | — | — | — | +51.2% | +9.3% | +41.9pp |
| 2025 | −8.0% | +11.4% | +9.7% | +0.7% | +5.2% | +7.5% | +3.3% | +8.1% | −4.6% | −0.1% | +12.2% | −8.5% | +39.6% | +17.7% | +21.9pp |
| 2024 | +1.8% | −5.1% | +12.3% | +2.1% | +1.8% | −2.9% | +5.1% | −0.1% | +3.4% | −0.8% | +16.6% | +9.9% | +51.1% | +24.9% | +26.3pp |
| 2023 | +2.5% | −11.0% | −6.0% | −8.9% | −2.9% | −29.3% | +18.0% | +25.1% | +11.5% | +1.5% | −10.6% | +7.3% | −14.0% | +26.2% | −40.1pp |
| 2022 | −2.5% | +6.4% | +3.6% | +5.3% | +4.8% | −2.3% | +2.5% | −7.2% | −4.5% | +25.1% | +1.9% | −5.2% | +27.1% | −18.2% | +45.3pp |
| 2021 | −9.1% | +50.2% | −13.5% | −2.2% | +0.4% | +10.5% | +7.2% | −10.5% | −1.5% | +7.1% | −17.3% | +12.3% | +20.2% | +28.7% | −8.6pp |
| 2020 | −3.0% | −12.2% | +14.6% | −9.6% | +1.4% | −7.3% | +15.9% | +20.9% | −24.6% | +3.1% | +13.6% | −4.7% | −2.2% | +18.3% | −20.5pp |
| 2019 | +1.3% | +3.2% | −16.7% | +0.6% | −0.2% | +12.7% | +13.5% | −13.0% | +13.5% | +13.5% | +10.5% | +4.3% | +44.5% | +31.2% | +13.3pp |
| 2018 | +2.6% | −7.8% | −4.8% | −0.5% | −1.6% | −0.4% | −0.2% | +19.9% | +4.3% | −6.1% | +5.8% | −15.7% | −8.2% | −4.6% | −3.7pp |
| 2017 | −10.5% | +4.7% | −3.9% | +3.0% | −17.2% | +0.8% | −7.6% | +3.8% | +15.8% | +4.3% | −4.6% | −10.5% | −23.2% | +21.7% | −44.9pp |
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. SENEA 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 ⓘ | 43% | 67% | 71% | 43% | 48% | 48% | 67% | 52% | 52% | 48% | 71% | 57% |
| Median | −1.2% | +3.2% | +3.8% | −1.3% | −0.2% | −0.2% | +3.3% | +1.0% | +1.7% | −0.1% | +3.0% | +1.8% |
| Best | +13.1% | +50.2% | +14.6% | +16.0% | +14.0% | +30.9% | +18.0% | +25.1% | +15.8% | +25.1% | +27.9% | +17.0% |
| Worst | −10.5% | −12.2% | −16.7% | −11.6% | −17.2% | −29.3% | −23.4% | −24.7% | −24.6% | −18.7% | −17.3% | −15.7% |
| vs SPY ⓘ | −1.3pp | −0.0pp | +0.0pp | −3.5pp | −2.3pp | +0.5pp | +2.9pp | +0.5pp | +0.9pp | +0.1pp | +2.8pp | +0.6pp |
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.
