| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | −6.4% | −6.7% | +5.7% | −17.3% | −8.6% | +3.9% | — | — | — | — | — | −23.8% | +7.5% | −31.3pp |
| 2025 | −1.3% | +10.1% | −2.7% | +6.0% | +17.2% | +5.7% | +0.6% | −0.6% | −0.6% | +2.9% | −12.9% | −2.1% | +21.1% | +17.7% | +3.4pp |
| 2024 | +0.3% | +3.7% | −0.2% | −4.1% | +1.4% | +3.7% | +5.3% | −6.8% | −1.7% | +0.9% | +7.2% | −9.7% | −1.4% | +24.9% | −26.3pp |
| 2023 | +8.8% | +11.2% | +0.9% | +2.8% | −3.7% | +13.0% | +3.8% | −1.3% | −2.7% | −5.7% | +21.3% | +8.3% | +68.8% | +26.2% | +42.6pp |
| 2022 | −5.7% | −6.4% | +1.2% | −8.5% | −1.1% | −3.2% | +12.8% | −4.0% | −7.3% | +11.6% | +1.1% | −2.8% | −13.8% | −18.2% | +4.4pp |
| 2021 | +9.3% | +10.8% | +9.1% | +9.5% | −4.4% | −0.1% | +4.2% | +3.9% | −2.2% | +17.8% | −2.2% | +4.3% | +75.8% | +28.7% | +47.1pp |
| 2020 | +5.2% | +0.4% | −14.1% | +15.5% | +1.8% | +3.0% | +4.3% | +1.0% | −6.3% | −5.4% | +4.9% | +8.2% | +16.6% | +18.3% | −1.8pp |
| 2019 | +8.9% | +3.4% | −3.5% | +6.1% | −7.0% | +3.9% | −0.7% | −8.6% | +2.4% | −3.5% | +24.5% | +6.7% | +32.6% | +31.2% | +1.4pp |
| 2018 | +3.9% | −13.4% | −1.6% | +3.0% | −0.8% | +2.2% | +1.9% | −3.6% | −1.0% | +4.7% | −8.4% | −7.8% | −20.4% | −4.6% | −15.9pp |
| 2017 | +6.0% | −3.4% | +0.6% | −1.2% | −10.0% | +9.3% | +1.6% | +9.0% | +0.2% | +3.1% | −5.2% | +3.5% | +12.3% | +21.7% | −9.4pp |
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. STN 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.
