| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SSBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.6% | −4.5% | +2.3% | +2.8% | −1.3% | −0.1% | −3.2% | — | — | — | — | — | +12.8% | +7.5% | +5.3pp |
| 2025 | −3.8% | +14.5% | +9.5% | −2.1% | +10.6% | +8.4% | +12.9% | −2.9% | +0.3% | −8.4% | −0.6% | +7.3% | +52.0% | +17.7% | +34.3pp |
| 2024 | −4.4% | −3.2% | −3.6% | −8.1% | −5.8% | +1.9% | −1.6% | −6.3% | −3.0% | −19.7% | +12.4% | +0.8% | −35.9% | +24.9% | −60.8pp |
| 2023 | +0.6% | +1.5% | −13.3% | +12.2% | −4.0% | +2.0% | +19.1% | −11.6% | +1.5% | −20.5% | +4.2% | −6.5% | −19.6% | +26.2% | −45.8pp |
| 2022 | +4.4% | +1.2% | +5.2% | −7.1% | −0.6% | −2.9% | +1.0% | −1.6% | −3.3% | +2.1% | +11.6% | −3.7% | +5.2% | −18.2% | +23.4pp |
| 2021 | +6.6% | +13.6% | +0.7% | +0.4% | +0.6% | −5.0% | +3.8% | −4.5% | +29.4% | −3.1% | −8.1% | −2.8% | +30.2% | +28.7% | +1.5pp |
| 2020 | +0.4% | −10.2% | −31.0% | +24.8% | +9.0% | −16.5% | +9.9% | +1.6% | +12.6% | +10.3% | +7.7% | +2.7% | +8.5% | +18.3% | −9.9pp |
| 2019 | +0.1% | +6.7% | −6.9% | −1.5% | +1.5% | −3.9% | +11.4% | −2.3% | −0.5% | +3.9% | +3.4% | +3.3% | +14.6% | +31.2% | −16.6pp |
| 2018 | +2.2% | +9.7% | −3.7% | +10.9% | +4.9% | −0.6% | +1.0% | +0.0% | −0.8% | −9.9% | −13.6% | −0.5% | −3.3% | −4.6% | +1.3pp |
| 2017 | +6.0% | +2.9% | +0.4% | +0.4% | −1.4% | +1.6% | −0.4% | −3.7% | +0.8% | +2.4% | +0.6% | −0.8% | +8.7% | +21.7% | −13.0pp |
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. SSBI 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 |
| Positive ⓘ | 70% | 70% | 55% | 65% | 50% | 45% | 70% | 30% | 35% | 50% | 70% | 50% |
| Median | +1.4% | +2.7% | +0.6% | +1.2% | +0.2% | −0.4% | +1.1% | −2.6% | −0.9% | +0.0% | +3.1% | +0.1% |
| Best | +21.5% | +20.2% | +9.5% | +34.8% | +10.6% | +19.1% | +19.1% | +5.1% | +29.4% | +14.2% | +12.4% | +18.9% |
| Worst | −8.2% | −12.0% | −31.0% | −8.8% | −10.9% | −16.5% | −6.1% | −11.6% | −18.5% | −20.5% | −15.2% | −14.3% |
| vs SPY ⓘ | +4.0pp | +1.7pp | −0.5pp | −0.0pp | −0.4pp | +0.1pp | −1.0pp | −3.6pp | −1.9pp | −2.7pp | +0.3pp | +1.0pp |
240 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
