| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SYF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.9% | −4.5% | −1.6% | +12.0% | −5.9% | +6.5% | −1.4% | — | — | — | — | — | −9.4% | +7.5% | −16.9pp |
| 2025 | +5.7% | −11.4% | −12.8% | −1.9% | +11.6% | +15.8% | +4.4% | +10.1% | −6.9% | +4.7% | +4.4% | +7.8% | +30.6% | +17.7% | +12.9pp |
| 2024 | +1.8% | +6.9% | +4.4% | +2.0% | +0.1% | +7.7% | +7.6% | −0.5% | −0.8% | +10.5% | +23.0% | −3.7% | +74.0% | +24.9% | +49.1pp |
| 2023 | +11.8% | −2.2% | −18.6% | +1.5% | +5.7% | +9.6% | +2.6% | −6.5% | −5.3% | −7.4% | +15.4% | +18.0% | +19.8% | +26.2% | −6.4pp |
| 2022 | −8.2% | +1.0% | −18.6% | +6.4% | +0.6% | −25.4% | +22.1% | −2.2% | −13.9% | +27.0% | +5.7% | −12.6% | −27.4% | −18.2% | −9.3pp |
| 2021 | −3.1% | +15.7% | +5.1% | +8.1% | +8.4% | +2.3% | −2.6% | +5.8% | −1.7% | −4.5% | −3.6% | +3.6% | +36.4% | +28.7% | +7.7pp |
| 2020 | −10.0% | −9.6% | −44.7% | +23.0% | +4.1% | +8.8% | +0.8% | +12.1% | +5.5% | −3.6% | +21.8% | +13.9% | −0.1% | +18.3% | −18.4pp |
| 2019 | +28.0% | +9.3% | −2.2% | +8.7% | −2.4% | +3.1% | +3.5% | −10.1% | +6.4% | +3.8% | +6.4% | −3.7% | +57.5% | +31.2% | +26.3pp |
| 2018 | +2.8% | −7.9% | −7.9% | −1.1% | +4.9% | −3.6% | −13.3% | +10.2% | −1.9% | −7.1% | −9.4% | −9.7% | −37.8% | −4.6% | −33.3pp |
| 2017 | −1.2% | +1.5% | −5.4% | −19.0% | −3.0% | +11.1% | +1.7% | +2.1% | +0.8% | +5.1% | +10.5% | +7.6% | +8.3% | +21.7% | −13.4pp |
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. SYF 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 50% | 50% | 25% | 75% | 75% | 75% | 75% | 58% | 33% | 58% | 83% | 58% |
| Median | +0.3% | −0.6% | −5.2% | +4.5% | +2.9% | +4.8% | +3.0% | +1.2% | −1.8% | +2.9% | +6.9% | +3.1% |
| Best | +28.0% | +15.7% | +6.3% | +23.0% | +11.6% | +15.8% | +22.1% | +12.1% | +6.4% | +27.0% | +23.0% | +18.0% |
| Worst | −12.9% | −11.4% | −44.7% | −19.0% | −5.9% | −25.4% | −13.3% | −10.1% | −13.9% | −7.4% | −9.4% | −12.6% |
| vs SPY ⓘ | −1.8pp | −1.9pp | −4.6pp | +2.2pp | +1.4pp | +3.5pp | +1.4pp | +1.9pp | −1.8pp | +1.9pp | +4.4pp | +1.0pp |
144 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
