| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TRIP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.7% | −23.9% | +5.4% | +4.4% | +0.4% | +22.6% | +3.5% | — | — | — | — | — | −2.5% | +9.3% | −11.9pp |
| 2025 | +18.9% | −15.7% | −4.3% | −12.1% | +14.4% | −8.4% | +34.0% | −0.4% | −6.7% | −1.2% | −7.4% | −2.1% | −1.4% | +17.7% | −19.1pp |
| 2024 | +0.3% | +24.2% | +3.6% | −5.3% | −30.3% | −2.9% | −1.0% | −17.7% | −0.1% | +10.7% | −10.7% | +3.1% | −31.4% | +24.9% | −56.3pp |
| 2023 | +29.6% | −7.4% | −7.9% | −10.7% | −12.2% | +6.0% | +13.1% | −19.0% | +9.7% | −11.0% | +20.8% | +20.8% | +19.7% | +26.2% | −6.4pp |
| 2022 | −0.4% | −6.3% | +6.6% | −5.3% | −3.2% | −28.3% | +6.8% | +25.2% | −7.2% | +7.0% | −13.7% | −11.8% | −34.0% | −18.2% | −15.9pp |
| 2021 | +7.6% | +60.2% | +8.4% | −12.4% | −7.8% | −7.2% | −5.8% | −7.8% | −3.3% | −2.6% | −21.6% | +5.4% | −5.3% | +28.7% | −34.0pp |
| 2020 | −10.1% | −14.2% | −25.8% | +14.8% | −3.5% | −1.4% | +6.4% | +15.5% | −16.2% | −2.5% | +36.6% | +10.3% | −5.3% | +18.3% | −23.6pp |
| 2019 | +6.4% | −7.3% | −3.2% | +3.5% | −20.6% | +9.5% | −4.6% | −14.0% | +1.8% | +4.4% | −21.0% | +7.0% | −36.7% | +31.2% | −67.9pp |
| 2018 | +0.6% | +15.6% | +2.0% | −8.5% | +39.3% | +6.8% | +4.1% | −6.3% | −6.0% | +2.1% | +22.9% | −15.8% | +56.5% | −4.6% | +61.1pp |
| 2017 | +14.1% | −21.6% | +4.1% | +4.3% | −14.4% | −0.8% | +2.1% | +9.5% | −5.1% | −7.5% | −7.7% | −0.5% | −25.7% | +21.7% | −47.4pp |
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. TRIP 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 60% | 33% | 60% | 40% | 47% | 47% | 60% | 29% | 29% | 50% | 36% | 57% |
| Median | +0.6% | −6.2% | +3.6% | −3.2% | −3.2% | −0.8% | +3.5% | −7.1% | −4.2% | +0.4% | −7.5% | +2.2% |
| Best | +30.5% | +60.2% | +15.3% | +14.8% | +39.3% | +22.6% | +34.0% | +25.2% | +9.7% | +32.9% | +36.6% | +20.8% |
| Worst | −21.7% | −23.9% | −25.8% | −12.4% | −30.3% | −28.3% | −16.3% | −19.0% | −16.2% | −11.0% | −25.1% | −15.8% |
| vs SPY ⓘ | −1.3pp | −4.9pp | +1.3pp | −3.3pp | −4.8pp | −1.4pp | +0.1pp | −7.7pp | −3.1pp | −0.6pp | −9.2pp | +1.2pp |
175 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
