| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSCDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.4% | +10.4% | −2.0% | +3.5% | −9.8% | +5.6% | +8.7% | — | — | — | — | — | +13.2% | +9.3% | +3.8pp |
| 2025 | −0.9% | +4.3% | −10.9% | +16.0% | +8.7% | +5.3% | +1.0% | +2.6% | +5.0% | +1.3% | −1.4% | −0.2% | +32.9% | +17.7% | +15.1pp |
| 2024 | −2.8% | −0.2% | +5.8% | −2.4% | +10.4% | −2.2% | +9.9% | +9.2% | +2.6% | −7.4% | +5.0% | +0.5% | +30.5% | +24.9% | +5.6pp |
| 2023 | +12.1% | +0.9% | +6.9% | +7.9% | −5.7% | −2.8% | +5.0% | +1.4% | −4.3% | +3.2% | +10.3% | +3.4% | +43.5% | +26.2% | +17.3pp |
| 2022 | +2.6% | −5.6% | −6.1% | −7.1% | −0.3% | −5.0% | +3.4% | −10.3% | −20.5% | +10.5% | +10.8% | −1.8% | −29.0% | −18.2% | −10.8pp |
| 2021 | +3.1% | +28.5% | +30.3% | −3.5% | +6.6% | −2.3% | +5.5% | +8.0% | −1.5% | +9.9% | −0.4% | +6.2% | +126.2% | +28.7% | +97.5pp |
| 2020 | −3.8% | −9.6% | −1.6% | +2.6% | −1.6% | +2.0% | +0.1% | +2.8% | −7.4% | −1.1% | +13.3% | +6.4% | +0.2% | +18.3% | −18.1pp |
| 2019 | +19.9% | +2.4% | +0.8% | +9.2% | −11.3% | +0.9% | −5.6% | −2.4% | +10.2% | +5.0% | −3.5% | +13.9% | +41.7% | +31.2% | +10.5pp |
| 2018 | +4.8% | −2.7% | +0.0% | +11.7% | +1.8% | +3.8% | +1.0% | −7.0% | −2.0% | −12.2% | −7.7% | −2.5% | −12.4% | −4.6% | −7.8pp |
| 2017 | −3.2% | −4.9% | −0.3% | +3.5% | −1.5% | −5.5% | +3.4% | +2.2% | +7.0% | −3.5% | +7.2% | +8.6% | +12.5% | +21.7% | −9.2pp |
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. TSCDY 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 42% | 42% | 42% | 74% | 42% | 42% | 68% | 63% | 53% | 63% | 47% | 47% |
| Median | −0.9% | −0.2% | −0.0% | +2.6% | −1.4% | −1.7% | +2.7% | +1.4% | +0.4% | +2.2% | −0.4% | −0.2% |
| Best | +19.9% | +28.5% | +30.3% | +16.0% | +19.5% | +5.6% | +10.3% | +9.2% | +10.2% | +14.8% | +13.3% | +17.0% |
| Worst | −18.9% | −9.6% | −10.9% | −9.2% | −11.3% | −9.1% | −12.4% | −13.4% | −21.5% | −29.1% | −20.1% | −13.1% |
| vs SPY ⓘ | −2.5pp | −0.5pp | −0.4pp | +1.0pp | −2.8pp | −1.0pp | −1.3pp | +1.9pp | +0.5pp | −0.4pp | −1.6pp | −0.2pp |
228 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
