| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | THM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +40.3% | +34.5% | −34.5% | +2.2% | +15.3% | −26.6% | −4.0% | — | — | — | — | — | +2.7% | +9.3% | −6.7pp |
| 2025 | +1.0% | +2.2% | +34.5% | −2.1% | +30.9% | +6.2% | +32.6% | +22.8% | +17.1% | +9.1% | +8.4% | −4.1% | +308.4% | +17.7% | +290.7pp |
| 2024 | +0.2% | −14.8% | +38.1% | −8.6% | −4.8% | −17.6% | −9.6% | +14.7% | +9.3% | +9.6% | −25.2% | −0.8% | −22.2% | +24.9% | −47.0pp |
| 2023 | +36.6% | −13.9% | +20.0% | −15.0% | −5.9% | −12.5% | −2.4% | −12.6% | −2.3% | +11.4% | +38.5% | +8.3% | +37.6% | +26.2% | +11.4pp |
| 2022 | +0.5% | +39.0% | −3.9% | −6.1% | −24.7% | −26.4% | +23.5% | −20.6% | +4.0% | −17.3% | +1.8% | −2.9% | −41.8% | −18.2% | −23.6pp |
| 2021 | −5.1% | −15.3% | −3.6% | −4.7% | +12.3% | −8.3% | −3.8% | −16.7% | −11.3% | +4.6% | −1.3% | −5.1% | −47.1% | +28.7% | −75.8pp |
| 2020 | +1.1% | −17.4% | −17.1% | +24.3% | +143.1% | +57.5% | −3.4% | −16.3% | −7.6% | +12.0% | −6.0% | −1.4% | +155.7% | +18.3% | +137.3pp |
| 2019 | +18.6% | −7.9% | −6.3% | −13.4% | +8.6% | +12.0% | +7.1% | −5.8% | −8.0% | +6.4% | −4.2% | +1.8% | +3.9% | +31.2% | −27.3pp |
| 2018 | +20.7% | −13.3% | +22.2% | +12.7% | +16.8% | −30.3% | −5.0% | −3.9% | +3.6% | −0.6% | −17.9% | +33.2% | +20.8% | −4.6% | +25.4pp |
| 2017 | +24.6% | −17.5% | −5.4% | −5.7% | −6.0% | +2.1% | +8.3% | +17.3% | −11.5% | −20.4% | −12.8% | +14.7% | −21.1% | +21.7% | −42.8pp |
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. THM 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 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 79% | 37% | 42% | 37% | 47% | 35% | 35% | 37% | 53% | 53% | 32% | 53% |
| Median | +12.3% | −7.9% | −3.9% | −4.7% | −4.8% | −6.6% | −2.9% | −5.5% | +0.8% | +2.4% | −6.0% | +0.0% |
| Best | +72.7% | +39.0% | +38.1% | +133.8% | +143.1% | +79.6% | +42.0% | +22.8% | +46.4% | +63.0% | +54.1% | +33.2% |
| Worst | −15.1% | −22.0% | −34.5% | −34.9% | −33.4% | −30.3% | −26.7% | −32.8% | −45.6% | −41.0% | −33.7% | −18.8% |
| vs SPY ⓘ | +14.6pp | −9.4pp | −5.5pp | −6.7pp | −6.3pp | −3.9pp | −4.5pp | −5.0pp | +2.4pp | −2.4pp | −7.5pp | −1.1pp |
230 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
