| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPGI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.0% | −16.1% | −3.7% | +1.4% | −6.8% | −3.9% | +8.9% | — | — | — | — | — | −19.3% | +7.5% | −26.9pp |
| 2025 | +4.7% | +2.5% | −4.8% | −1.6% | +2.8% | +2.8% | +4.5% | −0.3% | −11.3% | +0.1% | +2.6% | +4.8% | +5.7% | +17.7% | −12.0pp |
| 2024 | +1.8% | −4.3% | −0.7% | −2.3% | +3.0% | +4.3% | +8.7% | +6.1% | +0.7% | −7.0% | +9.0% | −4.7% | +13.9% | +24.9% | −11.0pp |
| 2023 | +11.9% | −8.8% | +1.0% | +5.2% | +1.6% | +9.1% | −1.6% | −0.7% | −6.5% | −4.4% | +19.3% | +5.9% | +32.8% | +26.2% | +6.6pp |
| 2022 | −12.0% | −9.3% | +9.2% | −8.2% | −6.9% | −3.6% | +11.8% | −6.4% | −13.3% | +5.2% | +10.1% | −5.1% | −28.4% | −18.2% | −10.2pp |
| 2021 | −3.6% | +4.1% | +7.1% | +10.6% | −2.6% | +8.2% | +4.5% | +3.7% | −4.3% | +11.6% | −3.7% | +3.6% | +44.7% | +28.7% | +16.0pp |
| 2020 | +7.6% | −9.3% | −7.8% | +19.5% | +11.2% | +1.4% | +6.3% | +4.8% | −1.6% | −10.5% | +9.2% | −6.6% | +21.4% | +18.3% | +3.1pp |
| 2019 | +12.8% | +4.8% | +5.1% | +4.8% | −2.8% | +6.5% | +7.5% | +6.5% | −5.8% | +5.3% | +2.8% | +3.2% | +62.3% | +31.2% | +31.0pp |
| 2018 | +6.9% | +6.2% | −0.4% | −1.3% | +5.0% | +3.2% | −1.7% | +3.6% | −5.6% | −6.7% | +0.6% | −7.1% | +1.4% | −4.6% | +5.9pp |
| 2017 | +11.8% | +8.1% | +1.0% | +2.6% | +6.7% | +2.2% | +5.2% | +0.8% | +1.3% | +0.1% | +6.0% | +2.4% | +59.3% | +21.7% | +37.6pp |
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. SPGI 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 ⓘ | 62% | 48% | 56% | 67% | 56% | 56% | 70% | 65% | 46% | 69% | 69% | 65% |
| Median | +2.0% | −0.1% | +1.0% | +2.7% | +0.5% | +1.2% | +4.5% | +1.5% | −1.0% | +2.8% | +2.8% | +2.3% |
| Best | +12.8% | +15.6% | +15.9% | +31.8% | +11.2% | +9.1% | +16.3% | +9.6% | +19.6% | +14.5% | +19.3% | +11.8% |
| Worst | −13.8% | −18.6% | −10.6% | −8.2% | −16.9% | −5.4% | −11.1% | −16.3% | −26.2% | −15.0% | −16.9% | −10.7% |
| vs SPY ⓘ | +1.6pp | −0.2pp | +0.9pp | +1.6pp | −1.0pp | +0.1pp | +2.2pp | +0.8pp | +0.7pp | +0.8pp | +1.0pp | +0.9pp |
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.
