| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STRO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +29.2% | +36.9% | +21.7% | +47.0% | −20.2% | +13.6% | −25.2% | — | — | — | — | — | +114.5% | +7.5% | +107.0pp |
| 2025 | +4.3% | −17.2% | −59.1% | +61.4% | −14.5% | −20.5% | +13.5% | +6.2% | +1.2% | +28.7% | −17.9% | +25.8% | −37.1% | +17.7% | −54.8pp |
| 2024 | +1.2% | +13.1% | +15.1% | −39.9% | +24.4% | −30.7% | +35.5% | +15.1% | −24.3% | −6.1% | −18.5% | −30.6% | −57.1% | +24.9% | −82.0pp |
| 2023 | −10.4% | −22.1% | −18.1% | −7.8% | +5.4% | +3.6% | −3.9% | +6.3% | −26.9% | −20.7% | −5.1% | +64.4% | −46.9% | +26.2% | −73.1pp |
| 2022 | −28.2% | −16.5% | −7.8% | −26.9% | −27.6% | +19.8% | +12.3% | −3.2% | −1.9% | +32.1% | +2.2% | +7.9% | −45.7% | −18.2% | −27.5pp |
| 2021 | +2.0% | +0.2% | +2.5% | −9.9% | −9.3% | −0.1% | −8.4% | +27.5% | −13.0% | +6.7% | −15.3% | −12.9% | −31.5% | +28.7% | −60.2pp |
| 2020 | −6.9% | −5.0% | +4.8% | −3.4% | +1.6% | −22.5% | +0.1% | +28.8% | +0.4% | +28.0% | +33.0% | +27.0% | +97.4% | +18.3% | +79.0pp |
| 2019 | +17.3% | −16.8% | +29.4% | −12.4% | +14.8% | −0.6% | −1.0% | −28.4% | +12.6% | +10.3% | +10.5% | −0.7% | +22.0% | +31.2% | −9.3pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −20.8% | −11.7% | −14.0% | −39.9% | −4.6% | −35.3pp |
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. STRO 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 38% | 63% | 25% | 50% | 38% | 50% | 71% | 43% | 63% | 38% | 50% |
| Median | +1.6% | −10.7% | +3.7% | −8.8% | −3.8% | −0.4% | −0.4% | +6.3% | −1.9% | +8.5% | −8.4% | +3.6% |
| Best | +29.2% | +36.9% | +29.4% | +61.4% | +24.4% | +19.8% | +35.5% | +28.8% | +12.6% | +32.1% | +33.0% | +64.4% |
| Worst | −28.2% | −22.1% | −59.1% | −39.9% | −27.6% | −30.7% | −25.2% | −28.4% | −26.9% | −20.8% | −18.5% | −30.6% |
| vs SPY ⓘ | +0.6pp | −8.0pp | +4.9pp | −15.7pp | −6.5pp | −5.2pp | −4.1pp | +7.9pp | −2.4pp | +3.9pp | −13.9pp | +5.0pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
