| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SND | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.3% | +11.6% | −1.3% | +9.8% | −22.1% | +16.8% | −16.8% | — | — | — | — | — | +6.4% | +9.3% | −3.0pp |
| 2025 | +6.2% | −9.6% | +19.9% | −18.9% | −9.5% | +5.8% | +1.5% | −0.0% | +10.3% | +0.5% | +37.2% | +37.7% | +89.8% | +17.7% | +72.1pp |
| 2024 | −4.1% | +9.2% | −5.4% | +9.4% | +7.7% | −6.2% | −1.4% | +5.3% | −10.0% | +10.1% | +15.5% | −5.9% | +22.1% | +24.9% | −2.8pp |
| 2023 | +1.1% | −2.2% | −0.6% | −2.3% | −14.0% | +10.8% | +11.6% | +6.0% | +19.6% | −10.8% | −5.8% | −1.0% | +7.8% | +26.2% | −18.4pp |
| 2022 | +10.1% | +74.0% | +1.2% | +26.1% | −22.3% | −40.8% | +21.0% | −25.6% | −13.3% | +59.0% | −21.8% | −7.7% | +0.6% | −18.2% | +18.7pp |
| 2021 | +5.8% | +79.1% | −22.4% | −4.3% | +5.8% | +30.1% | −15.0% | −13.8% | +0.4% | −6.9% | −15.8% | −7.3% | +3.5% | +28.7% | −25.2pp |
| 2020 | −19.4% | −19.7% | −36.2% | −20.2% | +27.7% | −0.9% | +11.4% | +17.9% | −5.1% | −2.3% | +51.9% | −11.6% | −31.7% | +18.3% | −50.1pp |
| 2019 | +14.4% | +17.7% | +48.8% | −11.7% | −15.3% | −26.7% | −3.7% | +0.9% | +19.4% | −17.7% | −0.4% | +8.6% | +13.5% | +31.2% | −17.7pp |
| 2018 | +6.1% | −19.3% | −21.6% | +25.8% | −16.4% | −13.2% | +9.2% | −14.1% | −17.5% | −32.6% | +17.7% | −31.9% | −74.4% | −4.6% | −69.8pp |
| 2017 | +5.1% | −1.3% | −5.4% | −25.0% | −20.0% | −8.5% | −26.2% | −9.3% | +13.6% | +6.0% | +10.8% | +8.7% | −47.7% | +21.7% | −69.4pp |
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. SND 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 10 |
| Positive ⓘ | 80% | 50% | 30% | 40% | 30% | 40% | 50% | 44% | 56% | 44% | 56% | 40% |
| Median | +6.0% | +3.9% | −3.4% | −3.3% | −14.6% | −3.6% | +0.0% | −0.0% | +0.4% | −2.3% | +10.8% | −3.4% |
| Best | +16.3% | +79.1% | +48.8% | +26.1% | +27.7% | +30.1% | +21.0% | +17.9% | +19.6% | +59.0% | +51.9% | +37.7% |
| Worst | −19.4% | −19.7% | −36.2% | −25.0% | −22.3% | −40.8% | −26.2% | −25.6% | −17.5% | −32.6% | −21.8% | −31.9% |
| vs SPY ⓘ | +3.4pp | +2.1pp | −4.9pp | −6.8pp | −15.1pp | −5.9pp | −1.7pp | −2.1pp | +5.1pp | −1.9pp | +7.8pp | −2.7pp |
116 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
