| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SVBL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.2% | −3.3% | −2.3% | +95.3% | +44.5% | −83.5% | +12.8% | — | — | — | — | — | −53.0% | +9.3% | −62.3pp |
| 2025 | +7.0% | +11.1% | +0.0% | +6.1% | +69.7% | +1.7% | +9.2% | +15.2% | +17.2% | −25.9% | +25.0% | −4.0% | +185.4% | +17.7% | +167.7pp |
| 2024 | +18.2% | +8.3% | −3.8% | −6.8% | −5.6% | −9.1% | +0.0% | −4.1% | +4.3% | −10.0% | +0.0% | −6.6% | −17.1% | +24.9% | −42.0pp |
| 2023 | +18.4% | −12.5% | +0.0% | +21.4% | −17.6% | −7.1% | −23.1% | −30.2% | +28.9% | −7.8% | +8.4% | +12.8% | −24.9% | +26.2% | −51.0pp |
| 2022 | −15.2% | +2.5% | −9.2% | −5.0% | −3.8% | −5.9% | +10.5% | −2.9% | −16.7% | −29.4% | +12.7% | −0.1% | −51.8% | −18.2% | −33.6pp |
| 2021 | +11.8% | −6.6% | +8.3% | +2.7% | +22.8% | +14.4% | −5.4% | −10.5% | −50.0% | +6.4% | −26.0% | −24.3% | −58.8% | +28.7% | −87.6pp |
| 2020 | −17.8% | −33.3% | +25.0% | +20.0% | +0.0% | +16.7% | +37.7% | +22.2% | −23.6% | +566.7% | −6.7% | +21.4% | +831.5% | +18.3% | +813.2pp |
| 2019 | +14.4% | −10.7% | −12.1% | −12.1% | −12.0% | +8.8% | +33.1% | −10.8% | −26.3% | −0.7% | −6.5% | +12.3% | −31.0% | +31.2% | −62.2pp |
| 2018 | +37.7% | −8.6% | +12.0% | −8.2% | −9.3% | −7.1% | −10.6% | −14.2% | +6.8% | −5.4% | −11.6% | +15.0% | −14.0% | −4.6% | −9.4pp |
| 2017 | +21.8% | −14.0% | −19.0% | −10.2% | −3.6% | −0.1% | −1.2% | +28.1% | +2.5% | −9.9% | +38.8% | −1.5% | +17.1% | +21.7% | −4.6pp |
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. SVBL 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 38% | 44% | 44% | 41% | 41% | 30% | 41% | 35% | 35% | 27% | 42% | 35% |
| Median | −2.9% | −2.6% | +0.0% | −3.4% | −3.6% | −3.5% | −0.0% | −4.3% | −4.3% | −6.6% | −0.6% | −2.1% |
| Best | +131.6% | +61.7% | +73.7% | +103.6% | +69.7% | +85.1% | +37.7% | +28.1% | +83.4% | +566.7% | +62.9% | +21.8% |
| Worst | −22.5% | −42.4% | −20.8% | −19.7% | −36.9% | −83.5% | −33.1% | −30.2% | −50.0% | −50.1% | −34.7% | −24.3% |
| vs SPY ⓘ | +0.6pp | +0.3pp | −0.4pp | −2.8pp | −4.8pp | −3.4pp | −3.2pp | −6.2pp | −6.2pp | −6.9pp | −4.2pp | −3.4pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
