| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STRL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.9% | +19.6% | −4.9% | +26.6% | +67.0% | −2.5% | −30.8% | — | — | — | — | — | +89.6% | +9.3% | +80.3pp |
| 2025 | −15.5% | −10.7% | −11.0% | +32.0% | +25.8% | +22.7% | +16.0% | +4.1% | +22.0% | +11.3% | −8.9% | −11.1% | +81.8% | +17.7% | +64.1pp |
| 2024 | −14.6% | +42.0% | +3.4% | −7.9% | +20.9% | −3.7% | −1.7% | +2.7% | +21.3% | +6.5% | +25.9% | −13.4% | +91.6% | +24.9% | +66.7pp |
| 2023 | +10.9% | +5.7% | −1.5% | −2.5% | +24.8% | +21.1% | +7.5% | +38.0% | −11.2% | −0.9% | −12.8% | +38.5% | +168.1% | +26.2% | +141.9pp |
| 2022 | −3.4% | +16.2% | −9.2% | −14.6% | +7.5% | −10.9% | +17.3% | −1.6% | −15.1% | +25.7% | +21.3% | +0.2% | +24.7% | −18.2% | +42.9pp |
| 2021 | +10.0% | +11.3% | +1.8% | −10.1% | +7.9% | +7.2% | −9.0% | +5.0% | −1.7% | +6.0% | +7.2% | +2.1% | +41.3% | +28.7% | +12.6pp |
| 2020 | −6.4% | +3.7% | −30.5% | +4.0% | −8.4% | +15.7% | −1.6% | +37.3% | +0.1% | +3.8% | +8.8% | +16.4% | +32.2% | +18.3% | +13.8pp |
| 2019 | +21.6% | +10.3% | −14.3% | +8.3% | −11.9% | +12.4% | −6.7% | −10.6% | +17.5% | +23.5% | −10.3% | −3.4% | +29.3% | +31.2% | −1.9pp |
| 2018 | −14.3% | −13.4% | −5.1% | −2.9% | +14.2% | +2.5% | +3.1% | +8.3% | −1.6% | −20.7% | +13.3% | −15.4% | −33.1% | −4.6% | −28.5pp |
| 2017 | +8.3% | −1.9% | +2.9% | +2.8% | +7.0% | +28.4% | −2.2% | −7.8% | +29.3% | +17.2% | −3.9% | −5.1% | +92.4% | +21.7% | +70.7pp |
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. STRL 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% | 38% | 57% | 57% | 52% | 43% | 48% | 57% | 57% | 71% | 43% |
| Median | −3.3% | +0.4% | −4.6% | +1.7% | +7.0% | +1.0% | −1.7% | −0.3% | +1.6% | +3.8% | +7.3% | −3.4% |
| Best | +21.6% | +42.0% | +63.8% | +32.0% | +67.0% | +28.4% | +18.5% | +60.9% | +29.3% | +25.7% | +40.8% | +38.5% |
| Worst | −45.7% | −20.5% | −30.5% | −14.6% | −11.9% | −21.3% | −30.8% | −25.1% | −15.1% | −26.8% | −24.1% | −15.4% |
| vs SPY ⓘ | +0.0pp | −0.1pp | −5.2pp | −3.4pp | +5.6pp | +1.9pp | −4.0pp | +2.0pp | +0.5pp | +0.5pp | +3.1pp | −6.2pp |
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.
