| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SHFS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.6% | −18.9% | −9.3% | −4.9% | −38.0% | −51.0% | −26.6% | — | — | — | — | — | −83.4% | +9.3% | −92.7pp |
| 2025 | +10.6% | −31.5% | −37.1% | −15.2% | −23.6% | −21.9% | +29.0% | −14.1% | +197.7% | −64.5% | −41.7% | −28.4% | −88.2% | +17.7% | −105.9pp |
| 2024 | −27.5% | −12.7% | +7.3% | −7.8% | −18.0% | −26.6% | +21.3% | −2.9% | −12.3% | −29.5% | +16.6% | −1.0% | −68.3% | +24.9% | −93.2pp |
| 2023 | −42.5% | −29.4% | −29.2% | +11.8% | −11.9% | +5.6% | +3.6% | −24.4% | +90.4% | −13.3% | +5.7% | +96.1% | −20.0% | +26.2% | −46.2pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | −59.8% | +51.2% | −58.2% | −74.6% | −18.2% | −56.4pp |
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. SHFS 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 0% | 25% | 25% | 0% | 25% | 75% | 0% | 67% | 0% | 75% | 25% |
| Median | −10.4% | −24.2% | −19.2% | −6.4% | −20.8% | −24.3% | +12.4% | −14.1% | +90.4% | −44.6% | +11.2% | −14.7% |
| Best | +10.6% | −12.7% | +7.3% | +11.8% | −11.9% | +5.6% | +29.0% | −2.9% | +197.7% | −13.3% | +51.2% | +96.1% |
| Worst | −42.5% | −31.5% | −37.1% | −15.2% | −38.0% | −51.0% | −26.6% | −24.4% | −12.3% | −64.5% | −41.7% | −58.2% |
| vs SPY ⓘ | −12.0pp | −22.5pp | −17.9pp | −9.0pp | −26.5pp | −28.6pp | +10.2pp | −16.2pp | +95.1pp | −47.8pp | +3.6pp | −13.5pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
