| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −20.7% | +12.9% | −3.1% | +38.7% | −5.6% | +59.1% | +5.8% | — | — | — | — | — | +91.1% | +9.3% | +81.8pp |
| 2025 | −22.5% | −15.6% | −37.3% | +31.2% | +57.8% | −0.7% | +6.2% | −21.9% | +7.9% | +38.0% | −5.9% | −9.8% | −11.6% | +17.7% | −29.3pp |
| 2024 | +29.6% | +13.1% | −15.2% | +1.2% | −4.0% | −9.5% | +7.9% | −6.9% | −4.8% | −4.8% | −54.2% | −13.1% | −60.4% | +24.9% | −85.3pp |
| 2023 | −14.8% | −9.8% | −47.1% | +8.1% | −20.7% | +3.6% | +8.4% | +49.3% | +10.3% | −31.8% | +92.1% | +35.0% | +13.9% | +26.2% | −12.3pp |
| 2022 | −12.1% | −11.6% | +2.3% | −36.0% | −24.1% | +28.4% | −13.9% | −0.9% | −0.7% | +14.8% | +36.1% | −2.7% | −36.2% | −18.2% | −18.0pp |
| 2021 · part | — | — | −8.9% | +9.4% | +9.1% | −4.7% | −2.2% | −9.8% | −10.8% | +6.7% | +6.9% | +1.7% | −5.4% | +28.7% | −34.1pp |
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. SLN 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 17% | 83% | 33% | 50% | 67% | 20% | 40% | 60% | 60% | 40% |
| Median | −14.8% | −9.8% | −12.1% | +8.7% | −4.8% | +1.4% | +6.0% | −6.9% | −0.7% | +6.7% | +6.9% | −2.7% |
| Best | +29.6% | +13.1% | +2.3% | +38.7% | +57.8% | +59.1% | +8.4% | +49.3% | +10.3% | +38.0% | +92.1% | +35.0% |
| Worst | −22.5% | −15.6% | −47.1% | −36.0% | −24.1% | −9.5% | −13.9% | −21.9% | −10.8% | −31.8% | −54.2% | −13.1% |
| vs SPY ⓘ | −21.0pp | −7.3pp | −16.0pp | +5.9pp | −10.0pp | −4.4pp | +4.5pp | −9.2pp | +4.3pp | −0.3pp | +7.7pp | −3.0pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
