| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SVRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.4% | +11.5% | −9.3% | −4.0% | −0.8% | +18.5% | −10.1% | — | — | — | — | — | −8.1% | +9.3% | −17.5pp |
| 2025 | −12.1% | −7.8% | +11.2% | +15.5% | −28.8% | +0.0% | +13.6% | +26.6% | +8.8% | +16.2% | +51.6% | −4.1% | +96.4% | +17.7% | +78.7pp |
| 2024 | +5.1% | +2.2% | −1.4% | −8.0% | −10.7% | −1.5% | +14.1% | −7.2% | −0.7% | −14.3% | −7.6% | −8.6% | −34.7% | +24.9% | −59.6pp |
| 2023 | +67.7% | −3.8% | −22.0% | −3.6% | +46.3% | +16.2% | +12.1% | +1.1% | +4.4% | −3.2% | +5.2% | +22.1% | +203.2% | +26.2% | +177.0pp |
| 2022 | −0.8% | −5.7% | +12.9% | −9.9% | +11.0% | +16.0% | +6.6% | −11.7% | +8.4% | −20.6% | +28.5% | −1.9% | +25.0% | −18.2% | +43.2pp |
| 2021 | +33.0% | +11.1% | +22.4% | −8.7% | −5.3% | −5.6% | −24.7% | +21.1% | −11.0% | −15.9% | −6.9% | +14.8% | +7.8% | +28.7% | −20.9pp |
| 2020 | −41.5% | −12.6% | −7.4% | +13.7% | +1.2% | +2.0% | −20.1% | −26.6% | −25.3% | −4.6% | +28.8% | −14.2% | −74.3% | +18.3% | −92.7pp |
| 2019 | +0.3% | −9.4% | +7.1% | +44.9% | +1.5% | −78.1% | +7.2% | −11.0% | +17.3% | −66.7% | +42.8% | +255.6% | −40.8% | +31.2% | −72.0pp |
| 2018 | −20.1% | −6.2% | −17.3% | +0.7% | +9.3% | +11.9% | −2.7% | +6.8% | −5.1% | −19.4% | −0.3% | −15.6% | −49.0% | −4.6% | −44.4pp |
| 2017 | +52.1% | −15.9% | +11.3% | −0.7% | −46.2% | +24.8% | −2.6% | −8.4% | +78.1% | −0.4% | +39.1% | +14.6% | +139.4% | +21.7% | +117.6pp |
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. SVRA 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 53% | 33% | 40% | 47% | 60% | 47% | 47% | 53% | 53% | 20% | 47% | 47% |
| Median | +0.3% | −4.7% | −5.6% | −0.7% | +1.5% | +0.0% | −2.6% | +1.1% | +3.7% | −13.1% | −0.3% | −1.9% |
| Best | +88.4% | +19.0% | +22.4% | +44.9% | +46.3% | +24.8% | +24.6% | +26.6% | +78.1% | +20.7% | +51.6% | +255.6% |
| Worst | −41.5% | −27.8% | −22.0% | −15.6% | −46.2% | −78.1% | −24.7% | −61.0% | −74.9% | −66.7% | −44.4% | −15.6% |
| vs SPY ⓘ | +3.5pp | −3.0pp | −4.4pp | −1.1pp | −0.1pp | −4.7pp | −4.6pp | +2.7pp | +1.2pp | −11.2pp | −2.2pp | −0.5pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
