| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SNDX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.3% | +6.9% | +7.6% | −8.3% | −8.6% | +11.6% | −10.9% | — | — | — | — | — | −7.3% | +9.3% | −16.6pp |
| 2025 | +7.2% | +10.4% | −21.5% | +15.2% | −25.5% | −11.1% | +5.9% | +64.6% | −5.8% | −11.0% | +44.7% | +6.0% | +58.9% | +17.7% | +41.2pp |
| 2024 | −5.2% | +14.4% | +1.5% | −11.2% | −8.8% | +6.5% | +10.6% | −9.5% | −6.3% | −2.0% | −11.3% | −20.9% | −38.8% | +24.9% | −63.7pp |
| 2023 | +12.8% | −11.7% | −16.7% | −2.7% | −2.8% | +4.8% | +1.9% | −13.2% | −21.6% | −3.0% | +18.2% | +29.8% | −15.1% | +26.2% | −41.3pp |
| 2022 | −25.4% | −4.6% | +11.5% | −3.5% | −1.6% | +16.6% | +5.9% | +15.9% | +1.8% | −4.5% | +4.4% | +6.2% | +16.3% | −18.2% | +34.4pp |
| 2021 | −9.9% | +21.8% | −8.4% | −28.7% | +15.2% | −6.5% | −15.1% | +20.0% | +9.3% | +1.8% | −17.9% | +37.1% | −1.6% | +28.7% | −30.3pp |
| 2020 | +6.8% | +0.3% | +16.6% | +64.1% | −10.0% | −8.5% | −4.8% | +15.6% | −9.5% | +18.0% | +33.1% | −4.0% | +153.3% | +18.3% | +135.0pp |
| 2019 | +25.8% | +10.2% | −14.9% | +36.2% | +2.1% | +27.5% | +3.1% | −12.4% | −11.2% | −10.0% | +8.5% | +20.4% | +97.3% | +31.2% | +66.1pp |
| 2018 | +24.4% | −17.1% | +57.4% | −26.6% | −16.4% | −19.6% | −4.0% | +15.1% | +4.1% | −40.5% | +6.0% | −12.7% | −49.2% | −4.6% | −44.6pp |
| 2017 | +6.0% | +49.7% | +20.6% | −30.8% | +27.9% | +15.1% | −13.3% | −4.2% | +0.9% | −4.4% | −21.6% | +0.0% | +22.2% | +21.7% | +0.5pp |
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. SNDX 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 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 70% | 60% | 36% | 36% | 55% | 55% | 60% | 50% | 20% | 60% | 50% |
| Median | +6.4% | +8.5% | +4.6% | −3.5% | −2.8% | +4.8% | +1.9% | +14.7% | −2.5% | −4.4% | +5.2% | +3.0% |
| Best | +25.8% | +49.7% | +57.4% | +64.1% | +27.9% | +27.5% | +26.1% | +64.6% | +9.3% | +18.0% | +44.7% | +37.1% |
| Worst | −25.4% | −17.1% | −21.5% | −30.8% | −25.5% | −28.3% | −15.1% | −13.2% | −21.6% | −40.5% | −21.6% | −25.9% |
| vs SPY ⓘ | +4.4pp | +8.0pp | +3.0pp | −4.3pp | −3.3pp | −1.7pp | −3.3pp | +10.3pp | −3.5pp | −9.5pp | +1.5pp | +2.4pp |
124 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
