| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SIF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +127.1% | −4.9% | +22.1% | +24.7% | +15.4% | +9.6% | — | — | — | — | — | +359.5% | +9.3% | +350.2pp |
| 2025 | +9.6% | −16.3% | −15.1% | −4.0% | +18.5% | +18.8% | +30.3% | +45.8% | −0.6% | +4.4% | −14.4% | −11.3% | +57.4% | +17.7% | +39.7pp |
| 2024 | −32.2% | +1.6% | +1.6% | −1.1% | −0.8% | −0.6% | +8.1% | +53.2% | −9.4% | −21.9% | +3.3% | −5.5% | −21.9% | +24.9% | −46.8pp |
| 2023 | +61.1% | −2.3% | −11.5% | −23.9% | +11.4% | −3.5% | −1.6% | +26.9% | +19.5% | +19.1% | −21.5% | +32.4% | +110.2% | +26.2% | +84.0pp |
| 2022 | −6.2% | +15.9% | −29.9% | −17.7% | +3.2% | −26.4% | +3.2% | +2.2% | −6.1% | −10.1% | +0.9% | −22.5% | −66.8% | −18.2% | −48.6pp |
| 2021 | −1.5% | −1.8% | +54.4% | +12.1% | −17.6% | −13.0% | +10.2% | −27.4% | +6.7% | −10.8% | +7.2% | −20.9% | −22.6% | +28.7% | −51.3pp |
| 2020 | +13.7% | −4.0% | −47.8% | +8.4% | +47.6% | +11.1% | −4.7% | +4.7% | −7.8% | −3.5% | +7.0% | +121.1% | +112.7% | +18.3% | +94.3pp |
| 2019 | −8.7% | −4.1% | −8.6% | +5.8% | −0.3% | −0.7% | −3.8% | +3.6% | −5.9% | −5.9% | +2.0% | +51.9% | +14.5% | +31.2% | −16.7pp |
| 2018 | −1.5% | −23.7% | +10.4% | −1.3% | −1.8% | +1.4% | −5.0% | −1.0% | −1.0% | −2.3% | −4.0% | −27.2% | −48.1% | −4.6% | −43.6pp |
| 2017 | +9.2% | +9.0% | −11.0% | +0.0% | −6.4% | −12.3% | +0.8% | −17.9% | +3.6% | +28.1% | +1.4% | −10.1% | −13.1% | +21.7% | −34.8pp |
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. SIF 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 ⓘ | 48% | 43% | 57% | 48% | 43% | 43% | 43% | 43% | 48% | 52% | 57% | 43% |
| Median | −0.5% | −2.3% | +5.0% | +0.0% | −0.8% | −0.6% | −2.3% | −2.0% | −0.6% | +3.9% | +1.4% | −10.0% |
| Best | +61.1% | +127.1% | +54.4% | +40.9% | +112.5% | +21.0% | +30.3% | +53.2% | +51.3% | +43.8% | +40.5% | +121.1% |
| Worst | −32.2% | −28.4% | −47.8% | −33.1% | −18.9% | −26.4% | −16.2% | −30.8% | −21.9% | −27.7% | −22.4% | −32.0% |
| vs SPY ⓘ | +2.4pp | −3.2pp | +1.1pp | −1.0pp | +1.2pp | +0.8pp | −6.0pp | −1.1pp | −3.0pp | +2.0pp | −2.2pp | −9.8pp |
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.
