| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TDC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.3% | +10.4% | −18.6% | +2.8% | +29.2% | +1.8% | −11.8% | — | — | — | — | — | +0.4% | +7.5% | −7.1pp |
| 2025 | +2.4% | −25.3% | −5.7% | −4.4% | +2.1% | +1.6% | −6.2% | +0.2% | +2.5% | −3.1% | +37.4% | +6.3% | −2.3% | +17.7% | −20.0pp |
| 2024 | +6.1% | −18.5% | +2.8% | −4.1% | −12.1% | +6.0% | −6.2% | −12.9% | +7.4% | +6.2% | −4.1% | +0.8% | −28.4% | +24.9% | −53.3pp |
| 2023 | +3.6% | +16.9% | −1.2% | −3.9% | +21.1% | +14.0% | +6.4% | −18.6% | −2.7% | −5.1% | +10.6% | −7.9% | +29.3% | +26.2% | +3.1pp |
| 2022 | −5.0% | +23.9% | −1.4% | −16.1% | −7.1% | −3.7% | +3.5% | −14.1% | −5.6% | +1.7% | +8.1% | −1.4% | −20.7% | −18.2% | −2.6pp |
| 2021 | +19.7% | +49.1% | −3.9% | +28.4% | −3.2% | +4.4% | −0.6% | +10.1% | +4.9% | −1.4% | −23.2% | −2.2% | +89.0% | +28.7% | +60.3pp |
| 2020 | −9.1% | −18.1% | +2.8% | +20.0% | −12.9% | −2.8% | +1.0% | +16.0% | −6.8% | −19.1% | +19.4% | +2.5% | −16.1% | +18.3% | −34.4pp |
| 2019 | +15.7% | +9.0% | −9.8% | +4.2% | −24.5% | +4.4% | +2.1% | −15.7% | +0.4% | −3.5% | −11.3% | +0.8% | −30.2% | +31.2% | −61.4pp |
| 2018 | +5.3% | −9.1% | +7.7% | +3.2% | −2.6% | +0.7% | −4.6% | +8.3% | −9.1% | −3.5% | +3.4% | +1.9% | −0.3% | −4.6% | +4.3pp |
| 2017 | +8.1% | +5.9% | +0.1% | −6.2% | −6.6% | +8.2% | +7.9% | +0.3% | +5.9% | −1.0% | +13.6% | +1.2% | +41.6% | +21.7% | +19.8pp |
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. TDC 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 19 | 19 |
| Positive ⓘ | 58% | 68% | 53% | 47% | 42% | 58% | 63% | 61% | 44% | 33% | 58% | 63% |
| Median | +2.4% | +9.0% | +0.1% | −0.3% | −2.6% | +1.6% | +1.2% | +1.6% | −1.1% | −3.0% | +3.6% | +0.8% |
| Best | +19.7% | +49.1% | +12.4% | +28.4% | +29.2% | +14.0% | +17.7% | +16.0% | +17.8% | +11.5% | +37.4% | +10.4% |
| Worst | −13.2% | −25.3% | −18.6% | −16.1% | −24.5% | −14.3% | −11.8% | −21.2% | −20.6% | −21.1% | −23.2% | −11.7% |
| vs SPY ⓘ | −0.2pp | +5.9pp | −1.6pp | −3.5pp | −3.9pp | +0.6pp | −2.6pp | +2.7pp | −1.2pp | −5.0pp | +0.6pp | −0.8pp |
225 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
