| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TCX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.9% | −18.3% | −5.5% | −8.3% | −3.6% | −11.1% | −30.7% | — | — | — | — | — | −58.4% | +7.5% | −65.9pp |
| 2025 | −11.0% | +30.3% | −15.0% | −3.7% | +19.3% | +1.6% | −12.6% | +6.1% | +1.5% | +3.2% | +13.1% | +3.5% | +30.8% | +17.7% | +13.1pp |
| 2024 | −14.4% | −18.3% | −1.8% | −4.8% | +28.5% | −14.9% | +30.3% | −14.9% | −2.4% | −11.3% | −4.5% | −3.1% | −36.5% | +24.9% | −61.4pp |
| 2023 | −2.2% | −30.3% | −15.9% | +15.1% | +38.9% | −10.8% | +11.4% | −23.4% | −13.7% | −17.2% | +25.6% | +27.3% | −20.4% | +26.2% | −46.6pp |
| 2022 | −5.8% | −15.0% | +1.7% | −15.6% | −16.0% | −8.1% | +4.0% | +1.6% | −20.4% | +20.2% | −31.7% | +10.5% | −59.5% | −18.2% | −41.4pp |
| 2021 | +8.1% | −1.1% | −1.9% | +1.4% | −0.6% | +2.8% | −3.2% | −4.7% | +6.5% | +4.2% | −1.2% | +3.1% | +13.4% | +28.7% | −15.3pp |
| 2020 | −2.5% | −15.2% | −5.5% | +9.6% | +13.5% | −4.6% | +5.6% | +4.5% | +9.0% | +7.1% | −1.7% | +1.9% | +19.6% | +18.3% | +1.3pp |
| 2019 | +22.6% | +5.3% | +4.7% | +8.6% | −32.8% | +3.0% | −19.8% | +3.1% | +7.3% | +2.5% | +2.2% | +8.9% | +2.9% | +31.2% | −28.4pp |
| 2018 | −22.6% | +6.6% | −3.1% | +12.9% | −0.9% | −3.2% | −3.1% | −0.3% | −4.8% | −10.0% | +15.7% | +3.5% | −14.3% | −4.6% | −9.7pp |
| 2017 | +45.1% | −10.9% | +12.1% | +14.9% | −1.8% | −7.1% | +2.1% | −3.3% | +10.8% | −0.2% | +8.5% | +10.5% | +98.7% | +21.7% | +77.0pp |
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. TCX 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 ⓘ | 33% | 57% | 43% | 57% | 38% | 52% | 52% | 38% | 52% | 52% | 48% | 76% |
| Median | −2.2% | +6.2% | −1.9% | +6.3% | −0.9% | +0.2% | +2.1% | −2.4% | +1.5% | +1.2% | −1.2% | +3.5% |
| Best | +45.1% | +30.3% | +32.3% | +22.1% | +54.0% | +20.0% | +31.9% | +27.9% | +16.8% | +20.2% | +34.2% | +27.3% |
| Worst | −22.6% | −30.3% | −15.9% | −15.6% | −32.8% | −21.4% | −30.7% | −23.4% | −20.4% | −17.2% | −31.7% | −11.5% |
| vs SPY ⓘ | −0.6pp | +2.1pp | −0.6pp | −0.8pp | −1.3pp | +0.2pp | −5.1pp | −3.5pp | −2.0pp | +0.2pp | −1.4pp | +2.3pp |
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.
