| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMHI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.0% | +14.7% | −6.5% | +6.1% | −0.7% | +1.3% | +24.7% | — | — | — | — | — | +58.5% | +9.3% | +49.1pp |
| 2025 | +3.4% | −14.6% | −12.6% | −3.6% | +9.4% | −4.5% | −2.0% | +28.2% | +1.2% | −2.0% | +11.9% | −15.4% | −8.2% | +17.7% | −26.0pp |
| 2024 | −16.1% | −0.6% | +32.8% | −12.3% | +7.7% | +2.5% | +2.7% | −17.4% | −15.7% | −29.5% | +1.0% | −4.5% | −47.9% | +24.9% | −72.8pp |
| 2023 | +11.8% | +1.5% | −26.8% | +9.6% | −3.7% | +42.3% | +0.5% | +0.0% | +20.8% | −0.1% | −16.7% | +9.0% | +37.4% | +26.2% | +11.3pp |
| 2022 | +23.2% | +22.2% | +57.6% | −10.8% | +23.6% | −35.3% | +28.5% | −12.2% | −13.5% | +38.3% | +4.9% | +12.4% | +169.4% | −18.2% | +187.6pp |
| 2021 | −0.4% | +46.7% | +34.6% | −13.5% | −5.9% | +1.6% | −12.0% | +10.6% | +7.9% | −3.7% | −16.6% | −8.6% | +25.5% | +28.7% | −3.3pp |
| 2020 | −24.3% | −23.9% | −44.9% | −28.5% | −50.5% | +64.5% | −3.5% | +8.9% | −24.3% | −15.3% | +19.2% | +32.2% | −80.3% | +18.3% | −98.7pp |
| 2019 | +12.7% | +3.5% | −3.0% | +2.0% | +1.4% | +8.6% | −5.9% | −7.5% | −3.5% | +3.5% | −9.1% | +16.6% | +17.3% | +31.2% | −14.0pp |
| 2018 | +27.9% | +13.1% | +12.4% | +24.6% | −0.9% | −1.7% | +9.6% | −19.1% | +10.5% | −19.2% | −1.6% | −34.6% | +0.5% | −4.6% | +5.1pp |
| 2017 · part | — | — | — | — | — | — | −28.4% | −12.1% | +22.1% | −9.5% | −13.4% | −4.5% | −42.5% | +21.7% | −64.2pp |
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. SMHI 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 67% | 67% | 44% | 44% | 44% | 67% | 50% | 33% | 56% | 22% | 44% | 44% |
| Median | +11.0% | +3.5% | −3.0% | −3.6% | −0.7% | +1.6% | −0.7% | −7.5% | +1.2% | −3.7% | −1.6% | −4.5% |
| Best | +27.9% | +46.7% | +57.6% | +24.6% | +23.6% | +64.5% | +28.5% | +28.2% | +22.1% | +38.3% | +19.2% | +32.2% |
| Worst | −24.3% | −23.9% | −44.9% | −28.5% | −50.5% | −35.3% | −28.4% | −19.1% | −24.3% | −29.5% | −16.7% | −34.6% |
| vs SPY ⓘ | +4.7pp | +4.0pp | −1.6pp | −2.7pp | −3.3pp | −0.6pp | −3.5pp | −5.8pp | −2.3pp | −10.7pp | −4.9pp | −2.1pp |
109 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
