| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SGDM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.2% | +25.2% | −20.7% | −4.7% | +3.4% | −15.5% | +1.2% | — | — | — | — | — | −8.6% | +9.3% | −18.0pp |
| 2025 | +12.6% | +4.4% | +16.2% | +9.1% | +3.9% | +5.2% | −2.1% | +20.0% | +16.7% | −6.0% | +16.8% | +3.3% | +153.5% | +17.7% | +135.7pp |
| 2024 | −9.1% | −6.3% | +19.0% | +3.4% | +6.3% | −4.3% | +10.9% | +3.0% | +1.7% | +1.6% | −5.3% | −6.0% | +12.1% | +24.9% | −12.7pp |
| 2023 | +12.0% | −12.8% | +16.8% | +3.1% | −8.0% | −3.4% | +3.4% | −6.0% | −9.0% | +2.0% | +9.9% | −1.2% | +2.3% | +26.2% | −23.8pp |
| 2022 | −4.9% | +15.1% | +10.2% | −8.5% | −8.6% | −12.0% | −5.4% | −9.9% | +3.0% | −1.1% | +16.8% | +2.0% | −8.2% | −18.2% | +10.0pp |
| 2021 | −5.5% | −12.0% | +5.4% | +6.2% | +14.2% | −12.9% | +3.2% | −6.2% | −9.4% | +8.4% | +0.6% | +2.6% | −9.2% | +28.7% | −37.9pp |
| 2020 | −0.8% | −9.1% | −12.4% | +44.1% | +3.6% | +6.6% | +17.2% | −1.9% | −7.8% | −4.4% | −7.1% | +3.0% | +21.8% | +18.3% | +3.5pp |
| 2019 | +9.7% | +1.3% | −2.5% | −5.0% | +2.2% | +19.6% | +4.8% | +11.1% | −10.6% | +5.4% | −3.3% | +8.1% | +44.3% | +31.2% | +13.0pp |
| 2018 | +3.5% | −12.9% | +5.0% | −0.1% | +0.9% | −2.6% | −3.6% | −14.9% | −1.2% | −0.3% | −2.1% | +15.5% | −15.1% | −4.6% | −10.6pp |
| 2017 | +15.7% | −6.7% | −1.3% | −2.0% | +2.7% | −3.8% | +4.9% | +8.6% | −6.9% | −1.2% | −2.6% | +4.9% | +10.5% | +21.7% | −11.3pp |
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. SGDM 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 67% | 42% | 58% | 58% | 67% | 33% | 67% | 50% | 33% | 42% | 42% | 67% |
| Median | +6.4% | −6.2% | +5.2% | +3.3% | +2.4% | −3.6% | +3.3% | −0.8% | −5.7% | −0.7% | −2.3% | +2.3% |
| Best | +18.6% | +32.7% | +19.0% | +44.1% | +14.2% | +24.3% | +17.2% | +20.0% | +16.7% | +12.8% | +16.8% | +15.5% |
| Worst | −9.1% | −12.9% | −20.7% | −8.5% | −12.7% | −15.5% | −20.3% | −19.2% | −19.7% | −17.0% | −13.0% | −6.0% |
| vs SPY ⓘ | +3.7pp | −5.6pp | +0.7pp | +1.2pp | −1.7pp | −4.1pp | +1.3pp | −4.0pp | −3.0pp | −0.3pp | −4.8pp | +1.2pp |
144 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
