| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.0% | +13.1% | +19.1% | +56.7% | +19.4% | +17.3% | −28.8% | — | — | — | — | — | +81.0% | +9.3% | +71.7pp |
| 2025 | −0.4% | −41.7% | +17.3% | +3.3% | +7.5% | −2.6% | +6.6% | +19.5% | −6.5% | −9.3% | +1.4% | +2.7% | −17.1% | +17.7% | −34.8pp |
| 2024 | −0.6% | +0.1% | +12.3% | +2.3% | +2.1% | −23.3% | +7.5% | +3.5% | −19.7% | −4.1% | +10.9% | +16.9% | −0.7% | +24.9% | −25.6pp |
| 2023 | +1.4% | −3.4% | −11.4% | −4.0% | +12.1% | −5.0% | −4.8% | +24.5% | −0.1% | −13.5% | −20.5% | −10.8% | −35.7% | +26.2% | −61.9pp |
| 2022 | −7.0% | −4.8% | +90.5% | +4.3% | +1.4% | −10.1% | +140.8% | −3.3% | −5.0% | −3.6% | +18.8% | +4.7% | +325.3% | −18.2% | +343.5pp |
| 2021 | +12.0% | −5.6% | +50.3% | +11.2% | +38.0% | −3.6% | −3.5% | +11.2% | −6.3% | +11.0% | −10.9% | −3.5% | +125.3% | +28.7% | +96.6pp |
| 2020 | +9.4% | −14.4% | −57.5% | +1.5% | +17.8% | −29.0% | −15.4% | +1.4% | −15.9% | −28.7% | +81.6% | +0.0% | −68.4% | +18.3% | −86.7pp |
| 2019 | +0.8% | −0.3% | −6.2% | +8.9% | −1.8% | −10.4% | −6.6% | −28.2% | +11.6% | −18.6% | −14.6% | +5.7% | −50.4% | +31.2% | −81.6pp |
| 2018 | — | — | +1.0% | +0.2% | −0.7% | −0.8% | +0.3% | +0.5% | +0.2% | +0.5% | +1.9% | +0.2% | +3.4% | −4.6% | +8.0pp |
| 2017 · part | +0.5% | +0.0% | +0.0% | +0.5% | +0.0% | −0.5% | +0.5% | +0.0% | +0.5% | −0.5% | −3.0% | — | −2.0% | +21.7% | −23.7pp |
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. TH 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 ⓘ | 12 | 12 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 |
| Positive ⓘ | 50% | 25% | 62% | 77% | 62% | 15% | 46% | 69% | 38% | 15% | 38% | 67% |
| Median | +0.3% | −0.2% | +0.5% | +1.5% | +1.4% | −2.6% | +0.0% | +0.6% | −0.1% | −2.0% | −0.5% | +0.6% |
| Best | +12.0% | +13.1% | +90.5% | +56.7% | +38.0% | +17.3% | +140.8% | +24.5% | +11.6% | +11.0% | +81.6% | +16.9% |
| Worst | −14.0% | −41.7% | −57.5% | −4.0% | −1.8% | −29.0% | −28.8% | −28.2% | −19.7% | −28.7% | −20.5% | −10.8% |
| vs SPY ⓘ | −1.5pp | −4.3pp | +1.6pp | +0.0pp | +1.2pp | −2.5pp | −3.4pp | +1.0pp | −0.4pp | −6.6pp | −2.7pp | +0.2pp |
153 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
