| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMTOY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.3% | +50.0% | −16.5% | +22.1% | +15.5% | −5.7% | +524.2% | — | — | — | — | — | +1047.4% | +9.3% | +1038.1pp |
| 2025 | +4.5% | −6.1% | −2.0% | −6.1% | +31.2% | +2.7% | +16.9% | +11.8% | +0.8% | +29.8% | +6.9% | +1.6% | +125.9% | +17.7% | +108.2pp |
| 2024 | +4.8% | +11.9% | +4.3% | −0.1% | +4.4% | −3.2% | −2.9% | +9.5% | −2.5% | −5.1% | +23.5% | −6.7% | +39.9% | +24.9% | +15.0pp |
| 2023 | +5.5% | +3.0% | +5.0% | −0.7% | −8.1% | +2.6% | +6.0% | −5.0% | −1.2% | −13.0% | +17.8% | +2.2% | +11.4% | +26.2% | −14.7pp |
| 2022 | +1.0% | −0.6% | −8.8% | −11.6% | +5.4% | −1.3% | −3.7% | +8.0% | −11.2% | +2.1% | +13.1% | −3.5% | −13.4% | −18.2% | +4.8pp |
| 2021 | +3.5% | +8.7% | +2.9% | −3.9% | +0.9% | +0.9% | −7.7% | −1.4% | +0.1% | −2.9% | −2.3% | +0.3% | −1.7% | +28.7% | −30.5pp |
| 2020 | −4.1% | −19.9% | −11.1% | +1.5% | +12.5% | −6.7% | +6.0% | −0.5% | −5.4% | −1.1% | +7.9% | +14.2% | −11.5% | +18.3% | −29.8pp |
| 2019 | +5.9% | −2.3% | −1.3% | −0.9% | −9.6% | +9.4% | −7.5% | −5.4% | +9.0% | +11.3% | +7.5% | +0.4% | +14.7% | +31.2% | −16.6pp |
| 2018 | +6.4% | −11.0% | −4.2% | +3.3% | −0.6% | −5.4% | +4.8% | +4.7% | −2.4% | −14.8% | +5.3% | −6.5% | −20.9% | −4.6% | −16.3pp |
| 2017 | +0.4% | +13.2% | +2.3% | −3.7% | +2.2% | −4.3% | +2.9% | −4.4% | +4.6% | +3.8% | −0.6% | −1.0% | +15.1% | +21.7% | −6.6pp |
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. SMTOY is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 90% | 50% | 40% | 30% | 70% | 40% | 60% | 50% | 40% | 50% | 70% | 60% |
| Median | +4.6% | +1.2% | −1.7% | −0.8% | +3.3% | −2.3% | +3.9% | +2.1% | −1.8% | +0.5% | +7.2% | +0.4% |
| Best | +10.3% | +50.0% | +5.0% | +22.1% | +31.2% | +9.4% | +524.2% | +11.8% | +9.0% | +29.8% | +23.5% | +14.2% |
| Worst | −4.1% | −19.9% | −16.5% | −11.6% | −9.6% | −6.7% | −7.7% | −5.4% | −11.2% | −14.8% | −4.6% | −6.7% |
| vs SPY ⓘ | +1.3pp | +3.9pp | −0.2pp | −3.8pp | +0.5pp | −4.3pp | +0.5pp | −0.9pp | −1.8pp | −1.4pp | +3.7pp | −1.0pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
