| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | −3.7% | −12.4% | −1.9% | −1.9% | −0.7% | +9.8% | — | — | — | — | — | −8.3% | +7.5% | −15.8pp |
| 2025 | +7.3% | −0.4% | +3.4% | −0.8% | +9.1% | −1.8% | −5.7% | +8.2% | +1.2% | −4.7% | +13.3% | −4.8% | +24.6% | +17.7% | +6.8pp |
| 2024 | −0.4% | +6.6% | −3.5% | −9.0% | +9.0% | −1.3% | +8.8% | +1.0% | +0.8% | −8.5% | −1.0% | −6.2% | −5.6% | +24.9% | −30.5pp |
| 2023 | +11.8% | −8.7% | +1.7% | −1.4% | +6.1% | +12.8% | +0.3% | +1.8% | −4.2% | −4.3% | −4.1% | +9.4% | +20.2% | +26.2% | −6.0pp |
| 2022 | −7.8% | +7.2% | +0.7% | −7.3% | +1.9% | −9.5% | +9.5% | −10.8% | −17.2% | +3.8% | +7.9% | −0.6% | −23.4% | −18.2% | −5.3pp |
| 2021 | −1.3% | −6.4% | +9.0% | +10.8% | −9.4% | +8.1% | +5.6% | −1.3% | −4.8% | +14.4% | −6.3% | +11.4% | +29.5% | +28.7% | +0.7pp |
| 2020 | −1.1% | +5.5% | −11.8% | +1.8% | +16.4% | −7.3% | +4.0% | +0.3% | +10.4% | +0.6% | +9.6% | −2.2% | +25.5% | +18.3% | +7.2pp |
| 2019 | +6.7% | +6.3% | +5.8% | +2.3% | +2.1% | +11.6% | −0.0% | +3.7% | −6.2% | −2.0% | +7.0% | +0.8% | +44.1% | +31.2% | +12.9pp |
| 2018 | +3.9% | +0.8% | +2.3% | +1.2% | +9.9% | +1.4% | +9.0% | +0.3% | −0.0% | −4.4% | +9.3% | −10.3% | +23.7% | −4.6% | +28.2pp |
| 2017 | +5.1% | −0.6% | −1.0% | +6.2% | +5.1% | +5.5% | +0.4% | +6.9% | +1.4% | +5.6% | −3.3% | −2.8% | +31.7% | +21.7% | +10.0pp |
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. STE 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 ⓘ | 57% | 48% | 76% | 43% | 67% | 48% | 76% | 67% | 57% | 57% | 57% | 43% |
| Median | +0.9% | −0.4% | +2.3% | −0.5% | +2.1% | −0.6% | +3.2% | +1.0% | +1.2% | +0.6% | +1.9% | −0.6% |
| Best | +11.8% | +21.6% | +10.5% | +10.8% | +17.9% | +12.8% | +18.8% | +14.3% | +15.5% | +15.8% | +17.7% | +11.4% |
| Worst | −14.1% | −13.1% | −12.4% | −9.0% | −9.4% | −9.5% | −10.6% | −10.8% | −17.2% | −9.4% | −18.6% | −13.6% |
| vs SPY ⓘ | −1.0pp | +0.5pp | +1.5pp | −1.8pp | +3.7pp | +0.3pp | −0.2pp | −0.1pp | −0.6pp | −0.8pp | +0.4pp | −0.7pp |
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.
