| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TXMD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +32.5% | +4.6% | −10.6% | +1.0% | +4.9% | +3.3% | −8.1% | — | — | — | — | — | +24.5% | +9.3% | +15.2pp |
| 2025 | +25.6% | −13.9% | −0.5% | +34.1% | +17.7% | −20.5% | −3.4% | −0.9% | −2.7% | +10.2% | +42.9% | −4.1% | +89.5% | +17.7% | +71.8pp |
| 2024 | +0.4% | +6.2% | −4.6% | −17.9% | +18.1% | −27.5% | +8.7% | +7.7% | −11.9% | −6.6% | −8.4% | −39.4% | −61.8% | +24.9% | −86.7pp |
| 2023 | −5.7% | −5.9% | −24.4% | −5.6% | +17.2% | −0.7% | −1.5% | −6.7% | −20.3% | −29.5% | +21.1% | −12.8% | −59.7% | +26.2% | −85.9pp |
| 2022 | — | — | — | — | — | — | −65.4% | +59.1% | −33.0% | −4.7% | −27.6% | +22.1% | −68.9% | −18.2% | −50.8pp |
| 2021 | +36.4% | −7.9% | −11.8% | −9.7% | +0.0% | −1.7% | −16.0% | −20.5% | −6.7% | −1.5% | −32.2% | −27.3% | −70.2% | +28.7% | −99.0pp |
| 2020 | −7.0% | −24.9% | −37.3% | +49.1% | −28.5% | +10.6% | +48.0% | −21.1% | +8.2% | −22.8% | +9.8% | −9.7% | −50.0% | +18.3% | −68.3pp |
| 2019 | +37.8% | +9.0% | −14.9% | −11.7% | −28.8% | −15.0% | −17.3% | +34.4% | +25.6% | −26.7% | −5.6% | −3.6% | −36.5% | +31.2% | −67.7pp |
| 2018 | −2.6% | −15.0% | −2.6% | +12.9% | +7.5% | +5.6% | −16.3% | +24.1% | +1.2% | −25.5% | +2.9% | −24.3% | −36.9% | −4.6% | −32.4pp |
| 2017 | +0.7% | +8.1% | +14.6% | −29.2% | −18.6% | +27.0% | +7.2% | +6.2% | −11.8% | −10.8% | +33.5% | −4.1% | +4.7% | +21.7% | −17.0pp |
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. TXMD is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 | 16 | 16 | 16 | 16 | 16 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 60% | 63% | 25% | 50% | 69% | 50% | 41% | 44% | 38% | 25% | 63% | 38% |
| Median | +0.7% | +5.4% | −9.4% | +0.5% | +6.2% | +1.3% | −1.5% | −3.8% | −3.6% | −8.7% | +3.2% | −3.9% |
| Best | +37.8% | +340.0% | +19.3% | +49.1% | +33.3% | +27.0% | +48.0% | +59.1% | +92.3% | +9900.0% | +42.9% | +48.5% |
| Worst | −33.3% | −24.9% | −47.1% | −40.0% | −28.8% | −63.3% | −65.4% | −65.3% | −59.1% | −29.5% | −32.2% | −57.1% |
| vs SPY ⓘ | −1.1pp | +2.6pp | −8.4pp | −4.4pp | +6.9pp | −2.3pp | −4.7pp | −4.0pp | −2.0pp | −13.0pp | +0.5pp | −5.1pp |
192 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
