| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SIZE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.4% | +2.4% | −5.5% | +7.0% | +3.1% | +1.6% | +0.5% | — | — | — | — | — | +11.6% | +7.5% | +4.0pp |
| 2025 | +3.9% | −1.4% | −4.0% | −1.9% | +4.9% | +3.6% | +1.0% | +2.4% | +1.0% | −0.1% | +0.8% | +0.3% | +10.5% | +17.7% | −7.2pp |
| 2024 | −0.9% | +4.8% | +4.3% | −5.3% | +2.4% | −0.0% | +4.1% | +2.5% | +1.8% | −0.8% | +7.6% | −6.1% | +14.4% | +24.9% | −10.5pp |
| 2023 | +8.2% | −3.3% | −0.6% | −0.7% | −2.2% | +7.6% | +4.2% | −3.3% | −4.7% | −4.5% | +9.9% | +7.4% | +17.8% | +26.2% | −8.4pp |
| 2022 | −5.9% | −1.2% | +2.5% | −7.2% | +0.5% | −9.2% | +8.8% | −3.2% | −9.6% | +8.8% | +6.1% | −5.3% | −15.9% | −18.2% | +2.3pp |
| 2021 | −1.0% | +5.4% | +3.9% | +4.8% | +1.5% | +1.6% | +1.3% | +2.3% | −4.4% | +5.9% | −2.7% | +4.6% | +25.1% | +28.7% | −3.7pp |
| 2020 | −1.3% | −8.6% | −18.2% | +13.7% | +6.6% | +1.7% | +5.1% | +4.5% | −2.1% | −0.2% | +14.3% | +4.3% | +16.3% | +18.3% | −2.1pp |
| 2019 | +10.1% | +4.0% | +0.5% | +3.8% | −6.9% | +7.5% | +1.2% | −3.5% | +2.5% | +1.3% | +3.8% | +2.4% | +29.0% | +31.2% | −2.3pp |
| 2018 | +3.5% | −3.9% | −0.3% | −0.1% | +0.7% | +1.8% | +2.6% | +2.0% | +0.3% | −5.4% | +2.8% | −9.9% | −6.6% | −4.6% | −2.0pp |
| 2017 | +1.6% | +4.1% | −0.1% | +1.5% | +0.6% | +1.1% | +1.5% | −0.7% | +1.9% | +1.7% | +3.6% | +0.7% | +18.8% | +21.7% | −2.9pp |
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. SIZE 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 ⓘ | 13 | 13 | 13 | 13 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 46% | 62% | 46% | 46% | 86% | 71% | 93% | 46% | 54% | 54% | 92% | 69% |
| Median | −0.9% | +2.4% | −0.1% | −0.1% | +1.6% | +1.6% | +2.6% | −0.6% | +0.2% | +1.3% | +3.6% | +0.7% |
| Best | +10.1% | +5.4% | +6.9% | +13.7% | +6.6% | +7.6% | +8.8% | +4.5% | +3.1% | +8.8% | +14.3% | +7.4% |
| Worst | −6.0% | −8.6% | −18.2% | −7.2% | −6.9% | −9.2% | −1.8% | −5.6% | −9.6% | −5.4% | −2.7% | −9.9% |
| vs SPY ⓘ | +0.0pp | −0.1pp | −0.2pp | −0.5pp | −0.7pp | +0.0pp | −0.4pp | −0.6pp | −0.0pp | −0.4pp | +0.6pp | −0.0pp |
159 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
