| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TDF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.6% | −2.9% | −7.2% | +6.2% | −0.9% | −1.1% | −1.7% | — | — | — | — | — | −2.7% | +9.3% | −12.1pp |
| 2025 | +3.1% | +7.5% | +4.1% | −4.6% | +2.4% | +6.6% | +2.3% | +9.5% | +5.0% | −2.2% | −2.4% | +2.2% | +37.7% | +17.7% | +20.0pp |
| 2024 | −10.5% | +6.0% | +1.4% | +3.6% | +0.5% | −2.0% | −2.2% | +1.2% | +17.1% | −3.3% | −3.8% | −0.4% | +5.5% | +24.9% | −19.4pp |
| 2023 | +16.6% | −11.9% | +0.9% | −7.5% | −9.7% | +2.9% | +10.8% | −9.9% | −6.1% | −6.9% | +8.7% | −5.4% | −20.1% | +26.2% | −46.2pp |
| 2022 | — | — | — | — | — | — | — | — | — | −67.2% | +28.5% | +4.1% | −56.1% | −18.2% | −37.9pp |
| 2021 · part | +3.8% | +12.8% | −13.9% | −1.2% | — | — | — | — | — | — | — | — | −0.4% | +28.7% | −29.2pp |
| 2020 | −6.5% | +2.5% | −8.5% | +5.6% | +0.5% | +11.5% | +10.4% | +12.2% | −12.2% | +7.4% | +1.6% | −2.4% | +20.1% | +18.3% | +1.8pp |
| 2019 | +9.1% | +4.3% | +2.7% | +3.1% | −11.4% | +5.8% | +1.0% | −3.7% | −4.3% | +1.5% | +2.3% | +4.6% | +14.4% | +31.2% | −16.8pp |
| 2018 | +10.9% | −5.4% | −1.5% | −1.7% | +2.7% | −5.1% | −0.2% | +0.3% | −6.6% | −13.2% | +2.7% | −4.3% | −21.0% | −4.6% | −16.4pp |
| 2017 | +6.2% | +5.0% | +2.9% | +1.1% | +2.7% | +3.3% | +6.6% | +3.9% | −6.9% | +3.0% | −0.8% | +1.2% | +31.3% | +21.7% | +9.6pp |
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. TDF 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 50% | 60% | 55% | 60% | 47% | 53% | 75% | 47% | 47% | 55% | 50% | 65% |
| Median | +0.6% | +1.9% | +1.1% | +1.5% | −0.9% | +1.7% | +3.6% | −0.4% | −0.1% | +1.1% | +0.2% | +1.8% |
| Best | +16.6% | +12.8% | +18.0% | +15.5% | +14.4% | +11.5% | +10.9% | +12.2% | +17.1% | +15.5% | +28.5% | +14.8% |
| Worst | −15.3% | −11.9% | −13.9% | −7.5% | −11.4% | −13.3% | −8.7% | −12.7% | −14.8% | −67.2% | −9.2% | −5.4% |
| vs SPY ⓘ | −0.6pp | +0.1pp | −0.2pp | −1.2pp | −3.1pp | −0.5pp | +1.4pp | −1.1pp | −1.3pp | −0.9pp | −1.3pp | +1.9pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
