| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SITC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.7% | +0.7% | −12.3% | +1.7% | −8.0% | −21.4% | +9.1% | — | — | — | — | — | −32.6% | +9.3% | −41.9pp |
| 2025 | −2.0% | −6.5% | −8.4% | −7.8% | +0.7% | −5.1% | −4.8% | +14.0% | −26.6% | −18.6% | +0.4% | −12.8% | −58.0% | +17.7% | −75.7pp |
| 2024 | −2.3% | +2.0% | +7.9% | −7.9% | +6.9% | +0.6% | +6.6% | −2.3% | +0.2% | −11.4% | −2.7% | −1.5% | −5.7% | +24.9% | −30.6pp |
| 2023 | −0.1% | −2.1% | −8.2% | +0.5% | −3.4% | +10.9% | +6.3% | −5.0% | −7.6% | −5.4% | +13.1% | +3.3% | −0.2% | +26.2% | −26.4pp |
| 2022 | — | — | — | — | — | — | −7.7% | −11.3% | −17.4% | +15.6% | +9.8% | +0.5% | −13.7% | −18.2% | +4.5pp |
| 2021 | +9.6% | +20.3% | +1.6% | +8.8% | +1.5% | +0.6% | +5.3% | +1.6% | −4.2% | +2.9% | −5.2% | +5.1% | +56.4% | +28.7% | +27.7pp |
| 2020 | −9.3% | −9.4% | −54.7% | +16.3% | −6.4% | +42.9% | −9.5% | +2.5% | −4.1% | −5.4% | +48.2% | +0.3% | −27.8% | +18.3% | −46.1pp |
| 2019 | +18.1% | +2.1% | +2.0% | −2.8% | −3.5% | +3.7% | +7.6% | −2.7% | +9.0% | +2.8% | −6.7% | −3.2% | +26.6% | +31.2% | −4.6pp |
| 2018 | −9.4% | −3.9% | −6.0% | −1.1% | +4.8% | +17.8% | −7.3% | +2.1% | −4.3% | −7.2% | +0.1% | −11.0% | −25.2% | −4.6% | −20.6pp |
| 2017 | −0.6% | −4.7% | −13.3% | −13.7% | −20.6% | +5.7% | +12.3% | −5.0% | −5.4% | −16.3% | −0.5% | +17.4% | −41.3% | +21.7% | −63.0pp |
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. SITC is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 15 | 16 | 16 | 16 | 16 | 16 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 47% | 56% | 44% | 56% | 31% | 63% | 71% | 38% | 38% | 50% | 44% | 63% |
| Median | −0.1% | +1.3% | −1.3% | +0.7% | −2.5% | +1.2% | +5.3% | −3.5% | −4.2% | +1.4% | −0.4% | +0.3% |
| Best | +18.1% | +28.6% | +14.7% | +16.3% | +6.9% | +42.9% | +14.6% | +14.0% | +9.0% | +17.5% | +48.2% | +17.4% |
| Worst | −9.4% | −9.4% | −54.7% | −13.7% | −20.6% | −21.4% | −9.5% | −15.3% | −26.6% | −18.6% | −8.7% | −12.8% |
| vs SPY ⓘ | −2.4pp | −0.7pp | −2.4pp | −1.4pp | −1.8pp | −1.3pp | +3.0pp | −3.8pp | −2.4pp | +0.2pp | −1.7pp | +0.5pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
