| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPX.L | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.5% | +8.8% | −15.3% | +6.4% | −2.5% | −1.7% | +2.2% | — | — | — | — | — | +2.4% | +7.5% | −5.1pp |
| 2025 | +18.1% | −10.1% | −15.1% | −4.9% | −2.7% | +0.7% | +10.3% | +15.0% | −6.6% | +4.1% | −5.5% | +1.7% | −0.5% | +17.7% | −18.2pp |
| 2024 | −4.8% | +3.2% | −2.7% | −12.0% | +0.7% | −4.8% | +6.8% | −15.1% | −2.3% | −14.1% | +11.1% | −4.4% | −34.7% | +24.9% | −59.6pp |
| 2023 | +8.6% | +1.3% | +1.5% | −6.5% | −1.5% | −5.1% | +7.2% | −8.8% | −6.0% | −14.0% | +12.9% | +13.6% | −1.0% | +26.2% | −27.2pp |
| 2022 | −17.4% | −9.9% | +4.9% | −3.1% | −13.0% | −6.5% | +20.8% | −11.7% | −1.3% | +3.4% | +4.2% | −5.3% | −33.9% | −18.2% | −15.7pp |
| 2021 | −1.9% | −3.3% | +6.4% | +3.6% | +7.5% | +7.2% | +10.2% | +7.3% | −7.1% | +4.2% | +0.2% | +2.7% | +42.1% | +28.7% | +13.4pp |
| 2020 | +0.3% | −5.9% | −2.7% | +6.9% | +13.1% | +1.1% | +3.3% | −0.6% | +8.0% | +1.9% | −1.3% | +1.4% | +27.1% | +18.3% | +8.7pp |
| 2019 | +2.6% | +4.1% | +7.9% | +14.7% | +1.3% | +9.9% | −2.1% | −10.8% | −2.2% | +1.0% | +12.6% | −0.4% | +42.5% | +31.2% | +11.2pp |
| 2018 | +1.0% | +0.6% | +0.8% | +0.2% | +7.2% | +5.5% | +6.5% | +2.7% | +2.4% | −11.4% | −5.2% | +1.7% | +11.0% | −4.6% | +15.6pp |
| 2017 | +2.9% | +3.3% | +7.2% | +9.0% | +9.1% | −5.7% | +3.9% | +1.1% | −1.7% | +2.3% | +2.0% | −2.5% | +34.3% | +21.7% | +12.6pp |
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. SPX.L 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 76% | 71% | 59% | 53% | 41% | 71% | 56% | 38% | 63% | 63% | 63% |
| Median | +0.7% | +3.0% | +4.9% | +0.3% | +0.7% | −3.9% | +6.5% | +0.6% | −2.0% | +0.9% | +0.3% | +1.6% |
| Best | +18.1% | +8.8% | +15.7% | +14.7% | +13.1% | +9.9% | +20.8% | +15.0% | +13.6% | +8.6% | +12.9% | +13.6% |
| Worst | −17.4% | −10.1% | −15.3% | −12.0% | −13.0% | −8.7% | −6.2% | −15.1% | −11.2% | −14.1% | −5.5% | −5.3% |
| vs SPY ⓘ | −0.3pp | −0.3pp | +3.5pp | −1.7pp | +0.3pp | −0.7pp | +2.8pp | +1.0pp | −1.5pp | −3.0pp | −0.8pp | −0.0pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
