| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SSLZY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.2% | +1.6% | +10.2% | +4.7% | −2.4% | −11.2% | +12.0% | — | — | — | — | — | +36.8% | +7.5% | +29.3pp |
| 2025 | +5.5% | −7.3% | +5.3% | −9.0% | +9.7% | +21.5% | −1.4% | +5.4% | −15.7% | −7.8% | +3.6% | −3.8% | +0.6% | +17.7% | −17.1pp |
| 2024 | −1.5% | −7.3% | +10.0% | −1.8% | +3.7% | −1.2% | +4.6% | −0.6% | −6.8% | −7.8% | −0.9% | −3.9% | −14.1% | +24.9% | −39.0pp |
| 2023 | +4.9% | −7.0% | −0.7% | +3.9% | +0.0% | +6.5% | +6.5% | −7.0% | +2.2% | −4.6% | −6.9% | +15.6% | +11.4% | +26.2% | −14.7pp |
| 2022 | +7.9% | +7.6% | +7.0% | −4.1% | +6.8% | −15.3% | +3.0% | +4.6% | −13.1% | +5.0% | +2.7% | −2.4% | +6.1% | −18.2% | +24.3pp |
| 2021 | +6.8% | +3.3% | +0.6% | −0.4% | +0.7% | −1.7% | −9.3% | −6.4% | +14.2% | +4.3% | −12.6% | +2.4% | −1.0% | +28.7% | −29.8pp |
| 2020 · part | — | — | — | — | — | — | +2.9% | +10.6% | −15.3% | −6.6% | +39.3% | +6.8% | +34.0% | +18.3% | +15.6pp |
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. SSLZY 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.
