| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TUB.MC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.6% | −0.9% | −15.8% | +1.9% | +7.5% | +9.8% | −7.5% | — | — | — | — | — | −5.6% | +7.5% | −13.1pp |
| 2025 | +4.8% | +13.2% | −0.1% | −6.1% | +14.2% | +3.4% | −10.0% | +0.3% | −3.9% | −6.4% | +4.4% | −3.3% | +7.6% | +17.7% | −10.1pp |
| 2024 | −2.7% | −1.8% | −0.3% | −6.0% | +4.9% | −1.5% | −8.1% | +2.3% | +13.1% | −3.3% | +7.2% | −5.4% | −3.5% | +24.9% | −28.4pp |
| 2023 | +21.1% | +1.2% | −0.6% | +1.2% | +1.4% | +11.4% | +6.8% | −1.6% | +6.5% | −7.6% | +20.1% | +3.7% | +79.7% | +26.2% | +53.5pp |
| 2022 | +3.6% | +9.3% | +8.1% | +12.6% | +16.7% | −3.3% | −12.2% | +8.3% | −11.7% | +13.3% | −8.8% | −1.3% | +33.0% | −18.2% | +51.2pp |
| 2021 | −3.5% | +2.6% | +32.7% | −6.9% | +7.4% | −17.4% | +0.7% | −1.2% | +6.2% | +9.8% | −8.7% | −4.6% | +9.6% | +28.7% | −19.1pp |
| 2020 | −9.9% | −15.3% | −40.7% | +6.9% | −18.6% | +21.0% | −19.1% | +10.8% | −9.8% | −12.8% | +49.7% | −3.7% | −51.6% | +18.3% | −69.9pp |
| 2019 | +14.5% | +6.5% | −11.1% | +3.0% | −1.5% | +2.4% | +4.3% | −6.2% | −3.9% | +2.1% | +6.8% | −0.4% | +15.1% | +31.2% | −16.1pp |
| 2018 | +3.0% | −2.0% | −0.6% | +5.2% | −17.5% | −2.4% | +10.7% | −1.0% | +1.9% | −1.6% | −4.3% | −16.5% | −25.4% | −4.6% | −20.8pp |
| 2017 | +5.9% | +4.5% | −2.0% | −1.0% | +26.5% | −10.0% | −1.0% | −8.5% | +6.1% | −4.8% | +7.7% | +2.0% | +22.7% | +21.7% | +1.0pp |
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. TUB.MC 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 59% | 41% | 59% | 59% | 47% | 47% | 38% | 63% | 44% | 50% | 38% |
| Median | +3.3% | +2.6% | −0.3% | +1.7% | +4.9% | −1.5% | −1.0% | −1.1% | +3.1% | −1.8% | +0.7% | −2.3% |
| Best | +26.4% | +13.2% | +32.7% | +12.6% | +26.5% | +21.0% | +13.9% | +10.8% | +15.0% | +13.3% | +49.7% | +19.2% |
| Worst | −15.6% | −15.3% | −40.7% | −6.9% | −18.9% | −17.4% | −20.2% | −10.1% | −17.7% | −14.2% | −17.5% | −16.5% |
| vs SPY ⓘ | +1.8pp | +0.6pp | +2.1pp | −2.0pp | +2.2pp | −1.7pp | −3.1pp | −1.0pp | +2.7pp | −4.5pp | −1.5pp | −3.1pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
