| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +48.0% | +0.0% | −3.8% | +72.0% | +30.6% | +9.8% | −11.7% | — | — | — | — | — | +210.0% | +9.3% | +200.7pp |
| 2025 | +11.6% | +5.8% | −16.0% | +7.2% | +29.6% | +23.0% | +8.8% | +6.6% | +41.5% | +8.4% | +8.1% | −0.2% | +225.3% | +17.7% | +207.6pp |
| 2024 | +0.4% | +8.6% | +0.8% | −7.7% | +8.5% | +11.5% | −1.1% | −2.6% | +10.8% | −8.4% | +1.0% | −14.2% | +4.1% | +24.9% | −20.8pp |
| 2023 | +28.8% | −4.8% | +3.6% | −11.1% | +2.3% | +4.1% | +2.6% | +11.5% | −5.8% | +3.5% | +15.9% | +8.8% | +69.1% | +26.2% | +42.9pp |
| 2022 | −5.2% | −3.7% | −12.2% | −8.7% | +3.2% | −14.8% | +12.0% | −16.3% | −19.6% | −6.7% | +6.7% | +0.7% | −51.4% | −18.2% | −33.2pp |
| 2021 | +6.4% | +10.8% | +5.7% | +21.0% | +3.9% | −8.2% | −0.0% | −0.4% | −5.0% | +7.9% | +15.3% | +10.8% | +87.5% | +28.7% | +58.8pp |
| 2020 | −4.2% | −15.9% | +3.4% | +2.4% | +6.2% | −7.5% | −6.6% | +6.1% | +4.1% | −2.9% | +23.0% | +6.8% | +10.1% | +18.3% | −8.2pp |
| 2019 | +14.7% | +5.1% | +4.2% | +0.9% | −13.4% | +14.2% | −1.7% | +8.4% | +8.4% | +7.9% | +2.8% | +0.8% | +62.1% | +31.2% | +30.9pp |
| 2018 | +31.9% | −3.3% | +10.7% | −1.1% | −2.7% | +1.3% | −6.8% | +1.7% | −10.4% | −15.0% | +7.1% | −8.9% | −2.9% | −4.6% | +1.7pp |
| 2017 | +18.3% | +6.7% | −3.4% | −8.3% | +3.4% | −9.7% | −14.9% | −4.3% | +7.2% | +11.5% | +4.3% | +10.1% | +16.7% | +21.7% | −5.0pp |
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. STX 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% | 62% | 57% | 57% | 62% | 57% | 48% | 52% | 48% | 48% | 76% | 71% |
| Median | +2.6% | +5.1% | +2.6% | +0.5% | +3.2% | +4.1% | −0.0% | +1.7% | −0.9% | −2.6% | +6.7% | +2.9% |
| Best | +48.0% | +25.4% | +39.8% | +72.0% | +30.6% | +23.0% | +31.5% | +15.0% | +41.5% | +57.2% | +31.3% | +22.8% |
| Worst | −20.8% | −15.9% | −16.0% | −36.8% | −23.8% | −15.1% | −21.1% | −19.2% | −19.6% | −44.1% | −36.8% | −14.2% |
| vs SPY ⓘ | +1.1pp | +1.9pp | −0.1pp | −1.5pp | +1.4pp | +0.7pp | −2.3pp | −1.4pp | −0.4pp | −0.4pp | +2.3pp | +3.7pp |
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.
