| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SOTK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | +4.4% | −5.4% | +35.0% | −9.9% | +23.9% | −15.7% | — | — | — | — | — | +24.9% | +7.5% | +17.4pp |
| 2025 | −1.2% | −6.6% | −1.6% | +11.8% | −5.4% | −2.5% | −11.8% | +2.7% | +30.3% | +2.0% | −19.7% | +13.8% | +3.0% | +17.7% | −14.7pp |
| 2024 | +2.2% | −2.4% | −9.4% | −8.7% | +0.4% | −13.6% | +2.6% | +4.5% | −2.9% | +5.7% | +11.3% | −15.5% | −25.9% | +24.9% | −50.8pp |
| 2023 | −7.3% | −9.2% | −4.8% | +6.0% | +0.7% | −1.5% | −12.4% | +2.5% | +7.4% | −3.6% | −0.8% | +8.4% | −15.7% | +26.2% | −41.9pp |
| 2022 | −15.9% | −17.6% | +31.1% | −11.6% | +0.7% | +21.5% | −27.5% | +6.3% | +24.8% | +1.6% | −22.1% | +15.6% | −13.6% | −18.2% | +4.6pp |
| 2021 | −4.2% | −1.2% | +3.5% | −3.4% | −1.2% | −16.7% | −7.1% | +1.5% | +24.2% | +43.2% | +5.5% | +19.9% | +65.5% | +28.7% | +36.7pp |
| 2020 | +6.2% | −5.8% | +16.3% | −11.0% | +3.8% | +7.2% | +15.5% | +27.8% | −1.6% | +1.3% | +9.1% | +6.9% | +97.8% | +18.3% | +79.5pp |
| 2019 | −14.3% | +2.4% | −3.2% | −2.0% | +2.5% | +5.7% | +7.3% | −4.7% | +3.4% | −10.6% | +1.6% | −8.8% | −20.9% | +31.2% | −52.1pp |
| 2018 | −12.5% | −4.2% | +3.1% | +0.6% | +2.4% | +11.8% | +34.2% | +3.9% | +1.9% | +9.3% | −3.7% | +1.1% | +50.4% | −4.6% | +55.0pp |
| 2017 | −0.9% | +2.6% | −2.5% | −4.3% | +1.8% | +1.8% | +5.3% | −4.2% | +17.4% | +6.7% | +3.5% | +28.0% | +64.5% | +21.7% | +42.8pp |
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. SOTK 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 23% | 44% | 56% | 48% | 44% | 59% | 37% | 58% | 42% | 62% | 38% | 77% |
| Median | −3.9% | −1.2% | +2.9% | −2.0% | −1.2% | +2.6% | −1.5% | +2.6% | −1.4% | +1.8% | −3.9% | +8.7% |
| Best | +100.0% | +184.7% | +61.3% | +66.7% | +19.0% | +50.0% | +34.2% | +29.6% | +64.0% | +144.4% | +25.0% | +69.0% |
| Worst | −25.1% | −24.4% | −42.3% | −20.0% | −22.4% | −23.1% | −41.7% | −35.7% | −25.0% | −42.9% | −47.1% | −15.5% |
| vs SPY ⓘ | −3.3pp | −1.3pp | +0.9pp | −2.8pp | −2.2pp | +4.4pp | −5.1pp | +0.9pp | +1.4pp | +1.4pp | −4.5pp | +10.0pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
