| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.8% | +7.5% | −9.2% | +12.6% | +7.2% | −11.2% | +5.3% | — | — | — | — | — | +22.1% | +7.5% | +14.6pp |
| 2025 | +4.2% | +2.2% | −1.2% | −2.2% | +2.9% | +6.9% | +2.9% | +4.5% | +2.0% | +9.5% | +1.9% | +6.6% | +47.5% | +17.7% | +29.7pp |
| 2024 | −5.9% | +1.7% | +2.8% | −5.2% | +3.6% | −6.6% | +5.3% | −5.0% | +5.7% | −4.6% | +6.2% | −15.1% | −17.9% | +24.9% | −42.8pp |
| 2023 | +17.5% | −2.9% | −3.5% | −4.5% | −8.6% | +15.0% | +10.5% | −4.7% | −2.7% | −4.5% | +11.6% | +8.5% | +31.3% | +26.2% | +5.1pp |
| 2022 | −1.7% | +14.9% | +12.9% | −8.2% | +0.9% | −21.3% | +9.1% | −2.0% | −9.7% | +11.3% | +18.6% | −3.5% | +14.3% | −18.2% | +32.5pp |
| 2021 | −3.1% | +12.3% | +14.9% | +6.0% | +6.8% | −1.9% | +4.6% | −3.6% | −11.6% | +2.0% | −7.7% | +9.7% | +27.7% | +28.7% | −1.0pp |
| 2020 | −11.1% | −12.5% | −25.4% | +8.7% | +9.5% | +5.8% | +3.6% | +7.6% | +0.5% | +3.5% | +24.2% | +14.5% | +20.6% | +18.3% | +2.2pp |
| 2019 | +13.9% | +1.0% | −0.2% | −3.6% | −8.9% | +11.4% | −4.7% | −12.6% | +4.1% | +1.7% | +6.5% | +5.5% | +11.2% | +31.2% | −20.0pp |
| 2018 | +7.8% | −0.4% | −6.9% | +5.7% | −1.1% | −5.3% | +5.8% | −7.9% | +4.0% | −7.0% | −6.0% | −7.7% | −19.3% | −4.6% | −14.7pp |
| 2017 | +9.3% | +3.8% | −5.8% | −5.8% | −3.8% | +5.2% | +6.9% | +3.7% | −1.1% | +0.4% | −0.0% | +11.1% | +24.6% | +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. SLX 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 20 | 20 |
| Positive ⓘ | 50% | 70% | 45% | 45% | 50% | 40% | 75% | 37% | 58% | 68% | 55% | 65% |
| Median | −0.7% | +2.0% | −0.7% | −0.8% | −0.5% | −1.4% | +4.9% | −3.6% | +2.0% | +1.7% | +0.6% | +5.5% |
| Best | +17.5% | +14.9% | +28.6% | +28.3% | +24.5% | +15.0% | +16.5% | +7.6% | +19.1% | +22.1% | +24.2% | +14.5% |
| Worst | −11.4% | −13.3% | −25.4% | −8.2% | −18.9% | −21.3% | −15.7% | −14.6% | −34.3% | −35.1% | −18.7% | −15.1% |
| vs SPY ⓘ | −0.2pp | +0.9pp | −0.7pp | −1.3pp | −2.6pp | +0.8pp | +2.1pp | −3.1pp | +2.0pp | −0.1pp | +0.4pp | +2.8pp |
237 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
