| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SGSOY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +5.2% | −16.1% | +6.4% | +4.9% | +2.1% | +3.5% | — | — | — | — | — | +9.3% | +9.3% | −0.1pp |
| 2025 | −3.0% | +6.0% | −2.6% | +1.8% | +6.9% | −3.0% | +0.5% | +0.1% | +2.0% | +8.5% | +1.8% | −0.3% | +19.4% | +17.7% | +1.7pp |
| 2024 | +7.3% | +3.9% | +0.7% | −5.3% | +5.9% | −4.9% | +23.2% | +1.8% | +0.0% | −4.7% | −7.0% | +0.9% | +20.2% | +24.9% | −4.7pp |
| 2023 | +4.6% | −5.9% | −0.0% | +2.4% | −1.4% | +6.2% | +2.5% | −6.3% | −7.8% | −3.1% | +4.3% | +1.7% | −4.1% | +26.2% | −30.2pp |
| 2022 | −16.0% | +0.3% | +0.3% | −7.9% | −2.9% | −7.8% | +6.3% | −9.5% | −3.2% | +3.2% | +7.4% | −1.7% | −29.3% | −18.2% | −11.1pp |
| 2021 | +1.3% | −6.2% | +2.6% | +4.2% | +5.2% | −0.3% | +4.4% | −3.0% | −7.3% | +1.7% | +2.1% | +11.9% | +16.2% | +28.7% | −12.5pp |
| 2020 | +5.7% | −13.6% | −3.9% | −2.4% | +4.3% | +4.3% | +6.5% | −1.0% | +3.8% | −7.0% | +14.0% | +5.5% | +14.2% | +18.3% | −4.1pp |
| 2019 | +7.2% | +5.5% | +0.8% | +6.5% | −4.4% | +0.5% | −3.3% | +0.1% | +0.4% | +5.1% | +0.4% | +4.5% | +25.0% | +31.2% | −6.2pp |
| 2018 | +2.9% | −5.1% | −0.3% | −1.3% | +6.7% | +2.6% | −1.7% | +0.8% | −0.2% | −10.0% | −0.3% | −4.5% | −10.8% | −4.6% | −6.3pp |
| 2017 | +4.3% | +0.4% | +13.3% | +5.7% | +5.9% | +1.7% | −8.5% | −0.0% | +8.1% | +2.8% | +0.1% | +5.5% | +45.1% | +21.7% | +23.4pp |
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. SGSOY 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 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 67% | 74% | 63% | 58% | 58% | 47% | 63% | 44% | 50% | 50% | 56% | 67% |
| Median | +2.2% | +3.9% | +0.8% | +1.8% | +0.3% | −0.3% | +2.5% | −0.0% | +0.2% | +0.5% | +0.2% | +1.1% |
| Best | +8.6% | +9.0% | +20.7% | +10.4% | +11.5% | +7.1% | +23.2% | +4.5% | +11.8% | +11.9% | +14.0% | +24.9% |
| Worst | −16.0% | −14.3% | −16.1% | −7.9% | −7.1% | −7.8% | −9.0% | −9.5% | −18.4% | −14.1% | −16.3% | −4.9% |
| vs SPY ⓘ | +1.9pp | +1.7pp | +1.7pp | +0.3pp | +0.6pp | −0.3pp | −1.2pp | −1.7pp | +0.2pp | −0.2pp | −2.5pp | +0.6pp |
222 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
