| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPMO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.5% | −0.3% | −5.9% | +19.3% | +12.6% | +7.4% | −15.6% | — | — | — | — | — | +14.8% | +7.5% | +7.2pp |
| 2025 | +5.3% | −0.2% | −7.1% | +2.2% | +11.4% | +7.0% | +2.9% | +0.7% | +4.1% | +0.5% | −1.3% | −0.4% | +26.6% | +17.7% | +8.9pp |
| 2024 | +5.6% | +11.5% | +4.2% | −5.4% | +7.3% | +7.5% | −1.7% | +3.8% | +1.6% | +0.2% | +6.6% | −1.7% | +45.8% | +24.9% | +20.9pp |
| 2023 | −0.5% | −4.6% | +1.8% | +2.9% | −5.5% | +6.0% | +1.8% | +2.4% | −1.2% | −2.0% | +9.8% | +6.5% | +17.6% | +26.2% | −8.6pp |
| 2022 | −6.4% | −2.0% | +3.6% | −8.5% | +1.6% | −8.2% | +7.9% | −3.0% | −7.0% | +13.6% | +3.2% | −3.2% | −10.4% | −18.2% | +7.7pp |
| 2021 | +0.2% | −1.4% | +1.7% | +5.4% | −0.8% | +7.2% | +2.2% | +4.6% | −4.7% | +7.4% | −2.9% | +2.7% | +22.6% | +28.7% | −6.1pp |
| 2020 · part | — | — | — | — | — | — | +7.7% | +8.5% | −1.7% | −4.3% | +7.7% | +3.0% | +22.0% | +18.3% | +3.6pp |
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. SPMO 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 17% | 67% | 67% | 67% | 83% | 71% | 83% | 33% | 67% | 67% | 50% |
| Median | +0.3% | −0.9% | +1.7% | +2.6% | +4.4% | +7.1% | +2.2% | +3.1% | −1.5% | +0.4% | +4.9% | +1.1% |
| Best | +5.6% | +11.5% | +4.2% | +19.3% | +12.6% | +7.5% | +7.9% | +8.5% | +4.1% | +13.6% | +9.8% | +6.5% |
| Worst | −6.4% | −4.6% | −7.1% | −8.5% | −5.5% | −8.2% | −15.6% | −3.0% | −7.0% | −4.3% | −2.9% | −3.2% |
| vs SPY ⓘ | +0.1pp | +0.7pp | −1.2pp | +0.8pp | +1.8pp | +2.9pp | −1.3pp | +1.5pp | +1.3pp | +0.3pp | −1.8pp | +0.1pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
