| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SON | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.0% | +18.7% | −4.2% | −7.6% | −1.5% | +15.8% | +4.7% | — | — | — | — | — | +37.9% | +7.5% | +30.3pp |
| 2025 | −2.5% | +1.5% | −1.2% | −13.2% | +12.4% | −4.3% | +3.5% | +6.1% | −8.8% | −5.8% | +5.3% | +3.5% | −6.3% | +17.7% | −24.0pp |
| 2024 | +1.8% | +0.5% | +2.0% | −3.1% | +10.5% | −17.4% | +6.3% | +6.0% | −3.4% | −3.9% | −0.2% | −5.8% | −9.1% | +24.9% | −34.0pp |
| 2023 | +0.7% | −2.6% | +3.3% | −0.6% | −0.4% | −1.4% | −0.6% | −1.1% | −5.4% | −4.7% | +7.5% | +1.3% | −4.7% | +26.2% | −30.9pp |
| 2022 | −2.2% | +4.5% | +6.5% | −1.0% | −4.8% | −2.4% | +11.3% | +0.1% | −10.0% | +9.4% | −0.3% | −1.1% | +8.3% | −18.2% | +26.5pp |
| 2021 | −2.3% | +3.6% | +6.3% | +3.4% | +3.8% | −0.9% | −4.6% | +3.1% | −8.8% | −2.7% | +1.1% | −0.4% | +0.5% | +28.7% | −28.2pp |
| 2020 | −7.4% | −15.0% | −3.9% | +5.4% | +7.1% | +0.9% | −1.1% | +3.3% | −3.7% | −4.3% | +19.7% | +2.0% | −0.7% | +18.3% | −19.1pp |
| 2019 | +8.4% | +1.2% | +6.3% | +2.5% | −1.3% | +5.7% | −8.1% | −4.0% | +1.8% | −0.9% | +5.7% | +2.0% | +19.5% | +31.2% | −11.7pp |
| 2018 | +2.2% | −11.0% | +1.1% | +5.9% | +0.3% | +2.7% | +6.3% | +1.1% | −1.0% | −1.7% | +6.2% | −7.7% | +3.1% | −4.6% | +7.6pp |
| 2017 | +4.3% | −2.3% | −0.8% | −1.2% | −2.3% | +1.4% | −5.7% | +0.3% | +4.5% | +2.7% | +4.1% | −0.7% | +3.9% | +21.7% | −17.8pp |
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. SON 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 67% | 71% | 48% | 67% | 38% | 57% | 62% | 38% | 52% | 71% | 57% |
| Median | +0.7% | +2.2% | +1.6% | −0.2% | +1.1% | −1.1% | +2.6% | +1.1% | −3.7% | +0.2% | +3.6% | +1.5% |
| Best | +10.0% | +18.7% | +11.1% | +16.3% | +12.4% | +15.8% | +11.3% | +6.8% | +6.3% | +13.1% | +19.7% | +7.6% |
| Worst | −7.4% | −15.0% | −4.2% | −13.2% | −6.3% | −17.4% | −14.3% | −4.0% | −16.2% | −15.2% | −2.4% | −7.7% |
| vs SPY ⓘ | +0.4pp | −0.1pp | +0.7pp | −1.8pp | +0.2pp | −0.3pp | −0.6pp | +1.5pp | −1.6pp | +0.3pp | +1.9pp | −0.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
