| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TFX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.5% | +16.9% | −1.7% | +3.6% | +4.1% | −1.5% | +4.4% | — | — | — | — | — | +9.0% | +7.5% | +1.5pp |
| 2025 | +1.3% | −26.3% | +4.4% | −0.8% | −10.5% | −3.2% | +1.0% | +6.1% | −3.2% | +1.7% | −7.8% | +6.7% | −30.7% | +17.7% | −48.4pp |
| 2024 | −2.6% | −8.1% | +1.5% | −7.7% | +0.3% | +0.6% | +5.0% | +11.1% | +0.9% | −18.7% | −3.9% | −7.7% | −28.2% | +24.9% | −53.0pp |
| 2023 | −2.5% | −2.1% | +6.5% | +7.6% | −13.7% | +3.1% | +3.8% | −15.2% | −7.5% | −5.9% | +22.4% | +10.5% | +0.6% | +26.2% | −25.5pp |
| 2022 | −5.6% | +8.4% | +5.6% | −19.5% | +0.9% | −14.6% | −2.2% | −5.8% | −11.0% | +6.5% | +9.3% | +6.6% | −23.6% | −18.2% | −5.4pp |
| 2021 | −8.2% | +5.4% | +4.4% | +1.7% | −4.7% | −0.1% | −1.1% | −0.4% | −4.8% | −5.2% | −16.6% | +10.4% | −19.9% | +28.7% | −48.6pp |
| 2020 | −1.3% | −9.7% | −12.6% | +14.5% | +8.3% | +0.3% | +2.5% | +5.4% | −13.4% | −6.5% | +20.4% | +7.5% | +9.8% | +18.3% | −8.6pp |
| 2019 | +5.8% | +6.1% | +4.3% | −5.3% | +0.9% | +14.9% | +2.6% | +7.2% | −6.6% | +2.3% | +1.8% | +6.5% | +46.3% | +31.2% | +15.0pp |
| 2018 | +11.6% | −10.1% | +2.2% | +5.1% | −0.1% | +0.4% | +1.7% | −9.1% | +7.5% | −9.5% | +14.6% | −6.2% | +4.4% | −4.6% | +9.0pp |
| 2017 | +4.1% | +14.0% | +1.5% | +6.8% | −3.2% | +3.9% | −0.3% | +2.4% | +14.3% | −2.1% | +12.2% | −6.3% | +55.4% | +21.7% | +33.7pp |
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. TFX 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 ⓘ | 48% | 57% | 71% | 57% | 57% | 48% | 71% | 52% | 43% | 43% | 67% | 62% |
| Median | −0.2% | +2.5% | +3.8% | +1.8% | +0.7% | −0.0% | +2.5% | +1.7% | −1.7% | −1.8% | +2.3% | +3.5% |
| Best | +11.6% | +16.9% | +11.2% | +15.5% | +12.2% | +14.9% | +10.3% | +11.1% | +18.1% | +12.3% | +22.4% | +10.5% |
| Worst | −14.5% | −26.3% | −17.1% | −19.5% | −13.7% | −14.6% | −6.5% | −15.2% | −13.4% | −18.7% | −17.2% | −7.7% |
| vs SPY ⓘ | −0.3pp | +1.7pp | +1.9pp | +0.0pp | −0.1pp | −0.2pp | −1.3pp | +0.9pp | −1.2pp | −1.6pp | −0.1pp | +2.2pp |
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.
