| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMID | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.3% | +9.3% | −15.3% | +3.8% | −5.1% | −9.5% | +0.9% | — | — | — | — | — | −19.5% | +7.5% | −27.1pp |
| 2025 | −10.0% | −14.7% | −9.0% | −3.5% | +0.5% | +11.3% | +3.6% | +24.2% | −14.5% | −1.2% | −4.5% | +4.4% | −18.3% | +17.7% | −36.0pp |
| 2024 | −1.6% | +18.0% | +2.5% | −24.0% | +3.6% | −25.2% | +25.4% | −0.0% | −3.8% | +3.0% | +42.7% | −9.5% | +12.6% | +24.9% | −12.3pp |
| 2023 | +7.3% | −10.6% | −4.6% | −12.0% | +4.8% | +36.0% | +1.7% | −19.6% | −1.1% | +6.2% | +51.5% | +29.1% | +92.7% | +26.2% | +66.5pp |
| 2022 | −46.2% | −5.9% | −25.5% | −5.0% | −16.4% | −0.8% | +41.9% | +16.7% | +15.4% | −13.9% | −1.0% | −10.1% | −56.4% | −18.2% | −38.2pp |
| 2021 | +16.5% | +11.3% | −2.2% | +6.2% | +39.4% | +33.0% | −25.0% | +5.5% | −25.7% | +44.2% | +85.0% | +27.0% | +397.4% | +28.7% | +368.6pp |
| 2020 | −0.2% | −0.2% | −17.7% | +1.6% | −4.0% | +18.1% | −0.4% | +3.9% | +4.8% | +16.3% | +17.8% | +12.2% | +57.5% | +18.3% | +39.2pp |
| 2019 | −7.8% | +7.2% | +2.7% | +14.5% | +1.7% | −0.6% | +1.7% | −14.0% | +0.0% | −1.3% | −8.2% | −13.2% | −19.0% | +31.2% | −50.2pp |
| 2018 | +43.1% | −4.1% | −14.9% | +9.4% | −2.3% | −1.2% | −0.6% | −4.8% | −0.6% | −5.7% | +4.8% | −4.1% | +10.0% | −4.6% | +14.6pp |
| 2017 | +10.7% | +3.0% | +6.6% | +10.5% | +10.0% | −3.2% | −1.6% | −8.6% | +16.3% | −1.3% | −12.7% | +0.0% | +29.0% | +21.7% | +7.3pp |
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. SMID 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.
