| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SSP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −16.0% | +23.9% | −10.4% | +28.8% | −29.2% | −18.3% | +6.5% | — | — | — | — | — | −26.1% | +7.5% | −33.6pp |
| 2025 | −14.9% | −13.8% | +82.7% | −32.1% | +10.4% | +32.4% | +1.7% | +0.0% | −17.7% | −1.2% | +74.1% | +25.5% | +140.1% | +17.7% | +122.4pp |
| 2024 | −0.3% | −49.4% | −2.5% | −4.3% | −27.7% | +15.4% | +19.7% | −47.6% | +14.0% | +49.4% | −40.4% | +10.5% | −72.3% | +24.9% | −97.2pp |
| 2023 | +13.3% | −15.6% | −25.4% | −10.4% | −6.5% | +16.1% | +7.8% | −22.5% | −28.3% | −0.2% | +26.3% | +15.6% | −39.4% | +26.2% | −65.6pp |
| 2022 | +5.9% | +8.6% | −6.6% | −20.8% | −3.6% | −21.4% | +14.4% | +4.8% | −24.6% | +25.9% | +5.6% | −11.9% | −31.8% | −18.2% | −13.7pp |
| 2021 | −3.1% | +27.1% | +2.4% | +12.2% | −1.9% | −3.9% | −6.4% | −2.8% | −2.6% | +3.0% | −0.4% | +4.4% | +26.6% | +28.7% | −2.2pp |
| 2020 | −22.7% | −2.0% | −36.1% | +7.0% | +7.4% | +1.7% | +30.1% | −2.3% | +3.5% | −20.6% | +40.5% | +20.4% | +0.0% | +18.3% | −18.3pp |
| 2019 | +19.4% | +12.6% | −0.4% | +8.5% | −33.2% | +0.9% | +0.3% | −19.4% | +7.9% | +1.2% | +11.1% | +5.8% | +1.5% | +31.2% | −29.7pp |
| 2018 | +2.4% | −13.6% | −12.9% | −7.2% | +12.2% | +7.7% | −2.2% | +12.0% | +12.9% | +1.9% | +4.8% | −10.4% | +2.4% | −4.6% | +7.0pp |
| 2017 | +0.8% | +18.2% | +1.8% | −4.9% | −22.9% | +3.7% | +10.3% | −9.0% | +6.9% | −9.3% | −13.1% | +3.7% | −19.1% | +21.7% | −40.8pp |
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. SSP 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 38% | 52% | 48% | 43% | 43% | 62% | 62% | 38% | 57% | 57% | 57% | 76% |
| Median | −2.2% | +2.9% | −0.4% | −3.0% | −1.7% | +1.7% | +2.5% | −2.3% | +2.2% | +1.9% | +1.9% | +5.8% |
| Best | +19.4% | +27.1% | +82.7% | +45.9% | +14.0% | +32.4% | +92.3% | +73.1% | +20.6% | +49.4% | +74.1% | +25.5% |
| Worst | −27.2% | −49.4% | −36.1% | −32.1% | −33.2% | −21.4% | −27.7% | −47.6% | −28.3% | −34.2% | −40.4% | −24.6% |
| vs SPY ⓘ | −3.2pp | +2.0pp | −2.2pp | −4.0pp | −2.6pp | +1.6pp | −0.6pp | −2.1pp | +2.7pp | +1.4pp | +0.0pp | +4.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
