| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.8% | −6.2% | −1.3% | −9.3% | −7.4% | −5.6% | −16.4% | — | — | — | — | — | −50.7% | +7.5% | −58.3pp |
| 2025 | −16.0% | −15.6% | −2.4% | −21.2% | −11.4% | +17.3% | +2.0% | +46.5% | −4.7% | −1.4% | +23.7% | +17.4% | +15.4% | +17.7% | −2.3pp |
| 2024 | −7.5% | −1.7% | −7.6% | −13.4% | +1.7% | +1.3% | −23.0% | −7.6% | +1.8% | −2.3% | +4.7% | −1.1% | −45.1% | +24.9% | −70.0pp |
| 2023 | +20.2% | −11.3% | −1.5% | +1.2% | +39.5% | +6.4% | +3.9% | −14.6% | −23.2% | −7.7% | +29.9% | +1.9% | +31.3% | +26.2% | +5.1pp |
| 2022 | −20.7% | −16.0% | −21.6% | −4.0% | +23.7% | −24.8% | +25.2% | −42.9% | −29.7% | +21.1% | −11.6% | +0.0% | −74.9% | −18.2% | −56.7pp |
| 2021 | — | — | — | — | — | — | — | — | — | +53822.0% | −19.8% | −8.1% | +39653.6% | +28.7% | +39624.9pp |
| 2020 · part | +30.8% | +0.8% | −47.6% | −28.6% | +20.6% | +5.5% | −25.7% | −90.7% | −15.5% | −0.6% | — | — | −96.4% | +18.3% | −114.7pp |
| 2019 | +4.7% | +0.9% | −12.4% | −6.7% | −15.0% | +9.5% | −5.3% | −14.7% | +14.4% | +0.6% | −10.4% | −6.7% | −37.5% | +31.2% | −68.7pp |
| 2018 | −41.4% | −8.8% | +145.2% | +34.9% | +41.0% | −15.2% | −9.8% | +5.4% | +0.9% | −20.4% | −27.3% | −21.3% | −7.8% | −4.6% | −3.2pp |
| 2017 | −33.2% | −1.6% | −16.4% | −17.9% | −40.9% | +15.8% | −17.8% | −10.1% | +4.0% | −17.7% | +15.9% | −6.5% | −78.8% | +21.7% | −100.5pp |
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. SMRT 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 | 9 | 9 | 9 | 10 | 9 | 9 |
| Positive ⓘ | 33% | 22% | 11% | 22% | 56% | 67% | 33% | 22% | 44% | 30% | 44% | 33% |
| Median | −16.0% | −6.2% | −7.6% | −9.3% | +1.7% | +5.5% | −9.8% | −10.1% | −4.7% | −1.9% | −10.4% | −1.1% |
| Best | +30.8% | +0.9% | +145.2% | +34.9% | +41.0% | +17.3% | +25.2% | +46.5% | +14.4% | +53822.0% | +29.9% | +17.4% |
| Worst | −41.4% | −16.0% | −47.6% | −28.6% | −40.9% | −24.8% | −25.7% | −90.7% | −29.7% | −20.4% | −27.3% | −21.3% |
| vs SPY ⓘ | −15.4pp | −5.6pp | −10.9pp | −10.8pp | −3.3pp | −0.1pp | −13.5pp | −10.4pp | −8.3pp | −2.5pp | −14.0pp | −2.6pp |
109 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
