| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TGT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.9% | +9.0% | +6.5% | +7.1% | −1.1% | +2.8% | +10.6% | — | — | — | — | — | +50.8% | +9.3% | +41.4pp |
| 2025 | +2.0% | −9.1% | −16.0% | −7.3% | −1.7% | +4.9% | +1.9% | −3.5% | −6.5% | +3.4% | −1.0% | +7.9% | −24.5% | +17.7% | −42.2pp |
| 2024 | −2.3% | +10.8% | +15.9% | −9.2% | −2.3% | −5.2% | +1.6% | +2.9% | +1.5% | −3.7% | −11.2% | +2.2% | −2.3% | +24.9% | −27.1pp |
| 2023 | +15.5% | −1.5% | −1.7% | −4.8% | −16.4% | +0.7% | +3.5% | −6.5% | −12.6% | +0.2% | +22.0% | +6.4% | −1.4% | +26.2% | −27.5pp |
| 2022 | −4.8% | −9.0% | +6.2% | +7.7% | −28.9% | −12.8% | +15.7% | −1.2% | −7.5% | +10.7% | +2.4% | −10.8% | −34.2% | −18.2% | −16.1pp |
| 2021 | +2.6% | +1.6% | +8.0% | +4.6% | +9.8% | +6.5% | +8.0% | −5.1% | −7.4% | +13.5% | −5.8% | −5.1% | +32.9% | +28.7% | +4.2pp |
| 2020 | −13.6% | −6.5% | −9.7% | +18.0% | +12.1% | −2.0% | +5.0% | +20.7% | +4.1% | −3.3% | +18.4% | −1.7% | +40.5% | +18.3% | +22.1pp |
| 2019 | +10.5% | +0.4% | +10.5% | −3.5% | +4.8% | +7.7% | −0.2% | +24.8% | −0.1% | +0.0% | +17.6% | +2.6% | +100.2% | +31.2% | +68.9pp |
| 2018 | +15.3% | +1.1% | −7.9% | +4.6% | +1.3% | +4.4% | +6.0% | +9.3% | +0.8% | −5.2% | −14.4% | −6.9% | +4.7% | −4.6% | +9.2pp |
| 2017 | −10.7% | −8.0% | −6.1% | +1.2% | −0.2% | −5.2% | +8.4% | −2.7% | +8.2% | +0.1% | +2.5% | +8.9% | −5.8% | +21.7% | −27.5pp |
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. TGT 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 47% | 67% | 60% | 53% | 40% | 67% | 93% | 47% | 47% | 60% | 47% | 47% |
| Median | −0.3% | +1.6% | +4.9% | +1.2% | −1.0% | +1.5% | +4.2% | −1.2% | −0.1% | +0.1% | −0.4% | −1.0% |
| Best | +15.5% | +12.2% | +15.9% | +18.0% | +12.1% | +7.7% | +15.7% | +24.8% | +8.2% | +13.5% | +22.0% | +8.9% |
| Worst | −13.6% | −9.1% | −16.0% | −9.2% | −28.9% | −12.8% | −0.2% | −10.6% | −12.6% | −5.2% | −14.4% | −10.8% |
| vs SPY ⓘ | −0.1pp | +1.5pp | +2.5pp | −0.7pp | −3.3pp | +0.0pp | +2.3pp | +0.6pp | −0.6pp | +0.7pp | −1.2pp | −0.3pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
