| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TOR.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +17.1% | −6.4% | +12.2% | −0.3% | −6.1% | +11.5% | — | — | — | — | — | +28.5% | +7.5% | +20.9pp |
| 2025 | +9.3% | +8.8% | +1.6% | +1.0% | −4.8% | −1.2% | +5.4% | +11.5% | +13.6% | +7.5% | +10.3% | −0.9% | +79.9% | +17.7% | +62.2pp |
| 2024 | +20.9% | +5.8% | +32.5% | −16.3% | +5.4% | +13.5% | −1.7% | −3.4% | +4.3% | −12.9% | +8.1% | −2.4% | +54.3% | +24.9% | +29.4pp |
| 2023 | +5.9% | +13.4% | −5.8% | −14.0% | −16.8% | +14.8% | +4.4% | −11.9% | +18.7% | +9.3% | +6.8% | +1.6% | +20.4% | +26.2% | −5.8pp |
| 2022 | −4.8% | +2.6% | +19.6% | +0.8% | +11.5% | +12.9% | −5.8% | +0.1% | +4.7% | +3.8% | +1.2% | +12.2% | +72.5% | −18.2% | +90.7pp |
| 2021 | +0.8% | −7.3% | −1.2% | +6.6% | +20.3% | +3.4% | +2.1% | −6.6% | −11.0% | +5.6% | +2.0% | −1.5% | +10.1% | +28.7% | −18.6pp |
| 2020 | +11.6% | −10.4% | −13.3% | +29.1% | +36.7% | +24.6% | +5.8% | −11.9% | +10.4% | −27.9% | +19.5% | +17.8% | +99.3% | +18.3% | +81.0pp |
| 2019 | +6.0% | +24.9% | +21.2% | +0.3% | −2.0% | +14.6% | +1.2% | −0.5% | −9.9% | −1.7% | +3.8% | −2.0% | +63.9% | +31.2% | +32.6pp |
| 2018 | +1.3% | +1.3% | −8.6% | −5.4% | −15.7% | −16.9% | +10.2% | +5.6% | −13.7% | −28.9% | +27.1% | −2.2% | −44.9% | −4.6% | −40.4pp |
| 2017 | +17.9% | +0.5% | −5.7% | −0.8% | −3.3% | +6.5% | +5.2% | −13.7% | +1.1% | −28.5% | −2.4% | −3.7% | −29.6% | +21.7% | −51.3pp |
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. TOR.WA 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 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 12 | 12 | 12 |
| Positive ⓘ | 75% | 83% | 42% | 50% | 42% | 58% | 75% | 36% | 73% | 50% | 83% | 42% |
| Median | +3.6% | +7.3% | −3.5% | −0.3% | −1.1% | +4.9% | +4.8% | −3.4% | +4.3% | +1.0% | +5.4% | −1.2% |
| Best | +20.9% | +24.9% | +32.5% | +29.1% | +36.7% | +24.6% | +17.2% | +11.5% | +18.7% | +15.3% | +27.1% | +17.8% |
| Worst | −15.5% | −10.4% | −13.3% | −16.3% | −16.8% | −16.9% | −5.8% | −13.7% | −13.7% | −28.9% | −7.9% | −7.3% |
| vs SPY ⓘ | +0.6pp | +6.1pp | −1.2pp | −2.0pp | −2.2pp | +3.5pp | +0.5pp | −0.4pp | +4.8pp | −4.0pp | +1.7pp | −0.5pp |
142 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
