| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | THQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.0% | +1.7% | −12.0% | +12.2% | +1.0% | +1.3% | +1.6% | — | — | — | — | — | +5.4% | +7.5% | −2.2pp |
| 2025 | +12.7% | +0.8% | −1.1% | −4.9% | −4.8% | +1.5% | −10.2% | +5.1% | +2.7% | +5.7% | +6.8% | +0.9% | +13.9% | +17.7% | −3.8pp |
| 2024 | +0.9% | +9.4% | +3.0% | −1.6% | +2.1% | +3.7% | +6.3% | +2.8% | +1.6% | −4.5% | +0.7% | −8.8% | +15.5% | +24.9% | −9.4pp |
| 2023 | −0.2% | −3.6% | +0.2% | +1.9% | −3.0% | +4.7% | +2.0% | −2.9% | −8.4% | −7.1% | +10.4% | +6.1% | −1.6% | +26.2% | −27.8pp |
| 2022 | — | — | — | — | — | — | — | — | — | −9.0% | +5.3% | −4.8% | −8.8% | −18.2% | +9.4pp |
| 2021 · part | −0.3% | +2.8% | +4.1% | +1.7% | — | — | — | — | — | — | — | — | +8.4% | +28.7% | −20.3pp |
| 2020 | −4.0% | −9.1% | −7.7% | +18.0% | +2.0% | −3.7% | +2.6% | +1.5% | −2.5% | −3.8% | +10.3% | +6.1% | +6.9% | +18.3% | −11.5pp |
| 2019 | +6.6% | −0.7% | −0.7% | −3.6% | −3.1% | +8.3% | −1.2% | −2.2% | +1.4% | +3.1% | +3.0% | +2.9% | +13.6% | +31.2% | −17.6pp |
| 2018 | +3.0% | −5.3% | −3.6% | +0.7% | +1.0% | +1.7% | +4.3% | +5.1% | +0.3% | −5.8% | +5.2% | −9.6% | −4.2% | −4.6% | +0.3pp |
| 2017 | +8.1% | +5.3% | −1.5% | +1.0% | −1.8% | +6.3% | +0.9% | +0.7% | −0.3% | −5.4% | +0.2% | −0.5% | +12.9% | +21.7% | −8.8pp |
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. THQ 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 ⓘ | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10 | 11 | 11 | 11 |
| Positive ⓘ | 55% | 55% | 45% | 73% | 50% | 80% | 80% | 60% | 50% | 36% | 91% | 55% |
| Median | +0.9% | +0.8% | −0.7% | +1.0% | −0.4% | +1.6% | +2.2% | +0.4% | −0.0% | −4.5% | +4.2% | +0.9% |
| Best | +12.7% | +9.4% | +5.1% | +18.0% | +4.1% | +8.3% | +6.3% | +5.1% | +2.7% | +8.1% | +10.4% | +6.1% |
| Worst | −8.7% | −9.1% | −12.0% | −4.9% | −4.8% | −3.7% | −10.2% | −8.4% | −10.8% | −11.2% | −1.2% | −9.6% |
| vs SPY ⓘ | −0.7pp | −1.1pp | −0.9pp | +0.2pp | −3.1pp | +0.7pp | −0.5pp | −0.9pp | −0.7pp | −1.3pp | −0.5pp | +0.9pp |
127 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
