| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.0% | +1.2% | +5.6% | −9.2% | −4.6% | +1.4% | +2.8% | — | — | — | — | — | −4.5% | +7.5% | −12.0pp |
| 2025 | −2.1% | +1.8% | +6.3% | −0.4% | −5.5% | −4.4% | −1.6% | −1.5% | −2.9% | −1.9% | +0.2% | +0.4% | −11.4% | +17.7% | −29.1pp |
| 2024 | −1.0% | −4.3% | −2.5% | +4.8% | −3.9% | −2.8% | −0.4% | −1.8% | −1.4% | +1.5% | −5.0% | +3.0% | −13.5% | +24.9% | −38.4pp |
| 2023 | −5.6% | +3.0% | −3.0% | −1.1% | +0.2% | −5.4% | −2.5% | +2.4% | +5.6% | +2.8% | −7.8% | −3.6% | −14.8% | +26.2% | −41.0pp |
| 2022 | +5.1% | +2.6% | −4.1% | +9.1% | −1.0% | +8.5% | −8.6% | +4.2% | +9.9% | −7.7% | −5.3% | +6.5% | +18.1% | −18.2% | +36.2pp |
| 2021 | +0.7% | −2.9% | −4.7% | −5.1% | −0.9% | −2.4% | −2.5% | −3.1% | +4.7% | −6.8% | +0.6% | −4.6% | −24.2% | +28.7% | −52.9pp |
| 2020 | +0.2% | +8.6% | +6.0% | −12.5% | −5.0% | −2.7% | −5.6% | −6.8% | +3.3% | +2.1% | −10.0% | −3.7% | −25.1% | +18.3% | −43.4pp |
| 2019 | −7.2% | −2.9% | −1.7% | −3.5% | +7.0% | −6.3% | −1.2% | +1.6% | −1.7% | −2.0% | −3.4% | −2.6% | −22.1% | +31.2% | −53.3pp |
| 2018 | −5.2% | +3.5% | +2.5% | −0.3% | −2.2% | −0.4% | −3.4% | −2.9% | −0.3% | +7.1% | −1.8% | +9.3% | +4.9% | −4.6% | +9.5pp |
| 2017 | −1.8% | −3.7% | −0.2% | −0.9% | −1.4% | −0.6% | −1.9% | −0.2% | −1.9% | −2.3% | −2.8% | −1.2% | −17.4% | +21.7% | −39.1pp |
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. SH 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 21 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 45% | 45% | 30% | 15% | 25% | 40% | 29% | 35% | 40% | 40% | 20% | 30% |
| Median | −0.7% | −0.8% | −1.3% | −1.4% | −1.6% | −0.5% | −1.9% | −1.3% | −0.9% | −1.9% | −2.3% | −1.3% |
| Best | +7.8% | +10.7% | +6.3% | +9.1% | +7.6% | +9.1% | +3.9% | +5.9% | +9.9% | +13.2% | +4.4% | +9.3% |
| Worst | −7.2% | −5.4% | −9.0% | −12.5% | −6.3% | −6.3% | −8.6% | −6.8% | −8.5% | −10.6% | −10.0% | −6.5% |
| vs SPY ⓘ | −2.2pp | −1.4pp | −2.6pp | −3.0pp | −3.2pp | −0.9pp | −4.0pp | −2.8pp | −2.2pp | −4.2pp | −4.6pp | −2.4pp |
241 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
