| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TCI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.2% | −31.1% | −4.9% | +1.5% | +9.4% | +18.7% | −8.1% | — | — | — | — | — | −27.9% | +9.3% | −37.3pp |
| 2025 | −13.3% | +11.5% | −3.0% | +2.9% | +36.8% | +8.3% | −3.8% | +14.9% | −2.1% | −2.8% | +2.6% | +27.5% | +96.6% | +17.7% | +78.9pp |
| 2024 | +15.0% | −2.2% | −3.1% | −23.9% | +2.0% | −5.1% | +13.4% | −4.4% | −4.3% | −3.9% | +1.9% | +5.7% | −13.7% | +24.9% | −38.6pp |
| 2023 | +3.0% | −4.2% | −2.8% | −14.0% | −1.2% | +1.8% | −4.5% | −1.9% | −10.8% | −0.8% | +8.1% | +5.2% | −21.8% | +26.2% | −48.0pp |
| 2022 | −1.5% | −0.3% | +1.6% | +3.8% | +12.3% | −12.5% | +8.7% | −0.6% | −6.2% | +1.8% | +3.1% | +4.3% | +13.0% | −18.2% | +31.2pp |
| 2021 | −11.3% | −2.8% | +3.5% | −6.1% | +44.0% | +16.0% | +5.7% | −2.7% | +15.1% | −5.0% | +5.8% | −2.7% | +62.2% | +28.7% | +33.4pp |
| 2020 | −19.1% | −1.6% | −35.4% | −8.0% | +7.0% | +48.6% | −21.7% | −2.1% | +8.4% | −11.8% | +18.6% | −7.6% | −39.5% | +18.3% | −57.9pp |
| 2019 | +18.5% | −1.3% | −5.6% | +4.0% | −15.4% | −6.8% | −1.2% | +15.7% | +5.9% | +1.6% | +9.2% | +15.8% | +40.8% | +31.2% | +9.6pp |
| 2018 | +4.3% | −8.5% | +35.9% | +8.0% | −20.1% | −4.5% | +4.1% | −12.7% | +4.9% | +6.9% | +5.9% | −21.6% | −9.6% | −4.6% | −5.0pp |
| 2017 | +26.1% | +32.2% | −3.8% | +6.8% | −3.4% | +35.3% | −5.2% | −16.5% | +27.8% | +9.1% | +10.3% | −4.4% | +160.6% | +21.7% | +138.9pp |
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. TCI 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 ⓘ | 38% | 48% | 43% | 57% | 52% | 52% | 43% | 38% | 48% | 38% | 67% | 48% |
| Median | −4.4% | −0.3% | −3.0% | +0.9% | +0.7% | +1.8% | −1.2% | −1.9% | −1.0% | −0.8% | +3.1% | −2.7% |
| Best | +54.4% | +43.4% | +35.9% | +26.2% | +44.0% | +48.6% | +13.9% | +36.5% | +30.0% | +15.0% | +18.6% | +27.5% |
| Worst | −25.5% | −31.1% | −35.4% | −23.9% | −22.3% | −12.5% | −21.7% | −23.2% | −16.8% | −27.1% | −28.0% | −22.0% |
| vs SPY ⓘ | −2.2pp | +2.7pp | −3.9pp | −6.8pp | −1.2pp | +3.2pp | −2.7pp | −0.7pp | +0.3pp | −3.2pp | +0.4pp | −1.9pp |
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.
