| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.5% | −10.3% | −5.1% | −8.2% | −0.4% | +2.3% | −7.6% | — | — | — | — | — | −25.2% | +9.3% | −34.6pp |
| 2025 | −9.2% | −2.1% | −11.7% | −8.4% | −4.7% | +9.2% | +3.6% | +15.0% | +15.8% | −4.5% | −7.9% | −13.1% | −21.1% | +17.7% | −38.8pp |
| 2024 | −2.1% | +3.1% | +2.3% | −3.2% | −43.7% | −11.2% | +9.2% | −8.8% | +0.0% | −9.9% | +8.8% | −9.6% | −55.9% | +24.9% | −80.8pp |
| 2023 | +2.7% | −0.6% | −34.9% | −4.8% | −0.7% | +19.9% | +5.3% | −19.6% | +2.5% | −6.5% | +24.2% | +4.0% | −21.0% | +26.2% | −47.1pp |
| 2022 | −21.9% | −1.6% | +24.2% | −21.8% | −18.9% | −35.1% | +130.7% | +4.3% | −28.1% | +19.0% | +11.6% | −1.2% | −10.9% | −18.2% | +7.3pp |
| 2021 | +21.3% | +13.4% | −9.1% | −6.3% | −1.9% | +9.0% | −13.7% | +1.9% | −8.3% | +3.8% | −6.6% | −7.8% | −9.6% | +28.7% | −38.3pp |
| 2020 | −8.4% | −6.4% | −73.5% | +16.1% | −25.6% | +44.9% | −18.3% | +50.7% | −4.1% | −5.4% | +29.3% | −10.8% | −63.4% | +18.3% | −81.7pp |
| 2019 | +24.4% | +9.8% | +1.2% | +0.3% | −6.2% | +2.7% | −2.8% | −6.4% | +8.7% | +2.4% | −2.8% | −5.2% | +24.7% | +31.2% | −6.5pp |
| 2018 | +1.8% | −8.3% | −5.3% | +0.1% | +17.1% | +2.5% | −0.3% | +21.7% | −7.3% | −19.9% | −0.2% | −14.1% | −18.0% | −4.6% | −13.4pp |
| 2017 | −4.5% | +13.9% | −6.6% | −3.8% | −5.4% | +7.5% | +11.5% | +2.8% | −3.6% | −10.7% | −1.0% | +0.0% | −3.0% | +21.7% | −24.7pp |
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. SRG 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 45% | 36% | 36% | 9% | 82% | 55% | 64% | 36% | 36% | 45% | 27% |
| Median | −2.1% | −0.6% | −5.3% | −3.8% | −5.4% | +7.5% | +0.4% | +2.8% | −3.6% | −5.4% | −0.2% | −7.8% |
| Best | +24.4% | +13.9% | +24.2% | +16.1% | +17.1% | +44.9% | +130.7% | +50.7% | +15.8% | +19.0% | +29.3% | +10.2% |
| Worst | −21.9% | −10.3% | −73.5% | −21.8% | −43.7% | −35.1% | −18.3% | −19.6% | −28.1% | −19.9% | −13.4% | −14.1% |
| vs SPY ⓘ | −3.7pp | +1.5pp | −2.5pp | −4.8pp | −6.8pp | +4.1pp | −3.2pp | +2.5pp | −2.1pp | −4.3pp | −2.1pp | −7.2pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
