| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TOWN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.9% | −2.1% | −0.9% | +5.6% | −2.3% | +7.2% | +5.4% | — | — | — | — | — | +18.7% | +9.3% | +9.3pp |
| 2025 | +5.0% | +3.1% | −6.6% | −3.6% | +4.9% | −0.3% | +2.5% | +4.7% | −5.1% | −6.0% | +3.2% | +0.3% | +1.0% | +17.7% | −16.7pp |
| 2024 | −5.5% | −3.6% | +4.5% | −7.8% | +5.1% | +1.2% | +21.9% | +4.2% | −3.9% | −1.6% | +12.6% | −6.3% | +18.4% | +24.9% | −6.5pp |
| 2023 | −1.2% | −0.5% | −11.4% | −11.1% | −1.9% | +1.1% | +8.8% | −6.6% | −1.8% | +4.4% | +9.7% | +14.3% | +0.3% | +26.2% | −25.9pp |
| 2022 | −0.7% | −0.6% | −3.3% | −7.9% | +6.9% | −7.1% | +10.0% | −4.6% | −5.0% | +22.8% | −1.9% | −3.8% | +0.7% | −18.2% | +18.8pp |
| 2021 | −1.2% | +24.3% | +6.0% | +1.9% | +3.4% | −4.4% | −2.0% | +2.2% | +2.8% | +1.3% | −3.0% | +3.9% | +38.0% | +28.7% | +9.2pp |
| 2020 | −4.6% | −13.1% | −20.8% | +11.7% | −6.6% | +0.9% | −6.4% | +0.5% | −6.5% | +10.9% | +19.6% | +8.8% | −12.3% | +18.3% | −30.6pp |
| 2019 | +8.4% | +6.2% | −9.6% | +5.4% | −2.8% | +8.3% | +3.2% | −6.6% | +6.5% | +1.0% | +0.2% | −0.5% | +19.2% | +31.2% | −12.0pp |
| 2018 | −0.7% | −6.5% | +0.7% | +4.5% | +5.9% | +1.9% | +0.6% | +0.9% | −4.9% | −8.8% | +1.7% | −15.7% | −20.4% | −4.6% | −15.8pp |
| 2017 | −3.2% | +1.1% | −0.0% | +0.2% | −10.6% | +6.7% | +1.6% | −1.9% | +9.6% | +0.0% | +0.0% | −7.8% | −5.9% | +21.7% | −27.6pp |
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. TOWN 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 ⓘ | 33% | 33% | 57% | 52% | 43% | 57% | 71% | 48% | 57% | 57% | 57% | 52% |
| Median | −1.2% | −0.6% | +1.9% | +0.2% | −2.3% | +0.9% | +3.2% | −0.8% | +1.6% | +1.0% | +1.7% | +0.3% |
| Best | +8.4% | +24.3% | +22.5% | +14.8% | +14.9% | +13.4% | +21.9% | +10.8% | +13.1% | +22.8% | +30.0% | +14.3% |
| Worst | −15.9% | −35.7% | −20.8% | −11.1% | −10.6% | −21.3% | −6.4% | −12.0% | −6.6% | −9.5% | −8.3% | −15.7% |
| vs SPY ⓘ | −1.1pp | −2.8pp | +1.2pp | −2.8pp | −1.2pp | −0.7pp | +0.8pp | −2.3pp | +1.3pp | −0.7pp | −0.1pp | −0.7pp |
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.
