| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SXI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.5% | +9.3% | −2.7% | +7.1% | +1.6% | +29.1% | −19.7% | — | — | — | — | — | +32.5% | +9.3% | +23.2pp |
| 2025 | −2.3% | +2.0% | −13.2% | −12.4% | +7.0% | +3.7% | +5.3% | +24.1% | +3.8% | +10.1% | +5.3% | −11.4% | +17.0% | +17.7% | −0.7pp |
| 2024 | −6.8% | +17.4% | +5.3% | −5.1% | −2.5% | −4.2% | +15.9% | −4.2% | +2.3% | +0.6% | +13.2% | −10.1% | +18.9% | +24.9% | −6.0pp |
| 2023 | +12.9% | +0.3% | +5.8% | +0.3% | +11.1% | +3.9% | +5.0% | +3.6% | −5.2% | −1.5% | −6.6% | +18.4% | +56.0% | +26.2% | +29.8pp |
| 2022 | −10.2% | +6.9% | −5.7% | −5.9% | −0.7% | −8.9% | +14.5% | −6.6% | −9.7% | +21.3% | +6.4% | −2.5% | −6.5% | −18.2% | +11.7pp |
| 2021 | +5.7% | +20.0% | −2.5% | −0.8% | +5.3% | −4.7% | −2.8% | +7.9% | −0.3% | +12.5% | −7.2% | +7.4% | +44.2% | +28.7% | +15.5pp |
| 2020 | −7.9% | −12.9% | −22.7% | +1.7% | +6.7% | +8.8% | −7.0% | +8.4% | +2.4% | +4.9% | +22.0% | +2.7% | −0.8% | +18.3% | −19.1pp |
| 2019 | +11.0% | +10.3% | −10.5% | −10.0% | −1.3% | +12.5% | −3.8% | −2.0% | +6.1% | +3.9% | +2.1% | +2.8% | +19.5% | +31.2% | −11.7pp |
| 2018 | +3.0% | −8.3% | −0.8% | +1.7% | +3.1% | +2.5% | +1.4% | +4.3% | −3.4% | −22.2% | −1.5% | −15.7% | −33.5% | −4.6% | −28.9pp |
| 2017 | −0.7% | +9.7% | +4.9% | −6.2% | −6.3% | +3.2% | +5.8% | −0.4% | +11.3% | −2.5% | +3.5% | −4.8% | +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. SXI 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 ⓘ | 52% | 62% | 52% | 33% | 52% | 62% | 62% | 57% | 52% | 71% | 57% | 57% |
| Median | +3.0% | +2.9% | +1.6% | −3.5% | +1.6% | +1.1% | +5.0% | +4.3% | +2.3% | +3.9% | +2.9% | +0.1% |
| Best | +17.3% | +20.0% | +17.5% | +50.8% | +24.5% | +29.1% | +18.4% | +37.1% | +15.9% | +24.0% | +22.0% | +18.4% |
| Worst | −22.6% | −28.4% | −22.7% | −12.4% | −26.3% | −8.9% | −19.7% | −21.5% | −17.4% | −22.2% | −17.7% | −15.7% |
| vs SPY ⓘ | −2.5pp | +2.8pp | +0.4pp | −6.1pp | +0.7pp | +1.9pp | +0.6pp | +1.5pp | +0.3pp | +5.0pp | −0.9pp | −0.1pp |
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.
