| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TKC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +21.8% | +1.2% | −10.5% | +4.8% | −9.5% | +2.8% | −7.8% | — | — | — | — | — | −0.9% | +7.5% | −8.5pp |
| 2025 | +13.5% | −8.3% | −8.3% | −5.0% | +2.9% | +1.5% | −7.1% | +4.6% | +2.4% | −0.5% | −6.7% | −0.1% | −12.4% | +17.7% | −30.2pp |
| 2024 | +15.2% | −2.7% | −3.7% | +17.5% | +25.7% | −1.2% | +3.3% | −10.0% | −2.4% | −10.8% | +8.0% | +5.1% | +44.8% | +24.9% | +19.9pp |
| 2023 | +3.5% | −15.7% | +2.9% | +1.4% | −5.0% | −13.8% | +34.7% | +9.4% | −10.1% | −12.9% | +20.9% | −1.5% | +2.5% | +26.2% | −23.7pp |
| 2022 | −0.6% | −0.8% | +9.9% | −10.3% | −14.0% | −16.7% | −1.0% | +24.3% | −10.4% | +30.5% | +29.7% | +6.4% | +38.2% | −18.2% | +56.4pp |
| 2021 | +0.7% | +0.2% | −14.2% | −0.5% | +2.6% | +0.4% | −0.1% | +9.7% | −12.8% | −6.3% | −9.3% | −0.3% | −28.0% | +28.7% | −56.8pp |
| 2020 | +0.5% | −6.3% | −14.8% | +6.9% | +4.2% | +11.2% | −8.2% | −7.8% | −1.8% | −7.9% | +13.3% | +10.5% | −4.9% | +18.3% | −23.2pp |
| 2019 | +23.7% | −5.0% | −18.8% | −2.6% | −5.2% | +11.7% | +1.3% | +0.9% | +3.2% | −1.9% | +7.7% | −1.5% | +8.0% | +31.2% | −23.3pp |
| 2018 | +2.5% | −5.3% | −3.4% | −9.5% | −22.8% | +1.0% | −0.8% | −37.3% | +22.5% | +7.1% | +16.7% | −4.3% | −39.7% | −4.6% | −35.2pp |
| 2017 | +8.0% | +10.7% | +0.4% | +5.7% | −1.5% | −1.1% | +12.2% | +2.8% | −3.4% | +6.5% | +2.0% | +9.7% | +64.0% | +21.7% | +42.3pp |
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. TKC 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 ⓘ | 67% | 43% | 38% | 52% | 33% | 52% | 52% | 52% | 52% | 52% | 57% | 57% |
| Median | +3.5% | −2.7% | −1.2% | +1.4% | −1.6% | +0.4% | +1.3% | +0.9% | +0.2% | +0.3% | +2.3% | +0.7% |
| Best | +23.7% | +11.3% | +12.6% | +17.5% | +25.7% | +15.9% | +34.7% | +24.3% | +22.5% | +30.5% | +29.7% | +13.9% |
| Worst | −17.8% | −18.6% | −18.8% | −10.3% | −23.7% | −25.0% | −8.2% | −37.3% | −12.8% | −18.1% | −17.7% | −12.9% |
| vs SPY ⓘ | +4.7pp | +0.3pp | −2.7pp | −3.2pp | −3.4pp | −0.9pp | −2.3pp | −1.5pp | −0.2pp | +1.2pp | +2.0pp | +2.0pp |
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.
