| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TXRH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.3% | +1.7% | −9.3% | −2.5% | +12.2% | +7.4% | +7.8% | — | — | — | — | — | +26.5% | +9.3% | +17.2pp |
| 2025 | +0.4% | +1.7% | −9.1% | −0.4% | +17.6% | −3.7% | −1.2% | −6.8% | −3.3% | −1.5% | +7.1% | −4.9% | −6.6% | +17.7% | −24.3pp |
| 2024 | +2.9% | +18.8% | +3.8% | +4.1% | +7.4% | −0.2% | +1.7% | −3.4% | +5.0% | +8.2% | +7.4% | −11.8% | +49.8% | +24.9% | +24.9pp |
| 2023 | +10.4% | +1.1% | +7.0% | +2.4% | −2.5% | +4.6% | −0.7% | −6.7% | −7.2% | +5.7% | +10.9% | +9.1% | +37.1% | +26.2% | +11.0pp |
| 2022 | −4.4% | +11.1% | −11.2% | −1.7% | −5.3% | −5.6% | +19.2% | +1.8% | −1.2% | +13.4% | +0.4% | −8.0% | +4.2% | −18.2% | +22.3pp |
| 2021 | −2.5% | +19.2% | +5.6% | +11.5% | −5.5% | −4.5% | −4.2% | +3.1% | −3.5% | −2.8% | −6.6% | +8.1% | +15.7% | +28.7% | −13.0pp |
| 2020 | +11.0% | −10.0% | −26.0% | +14.0% | +10.1% | +1.4% | +6.9% | +12.1% | −3.5% | +15.2% | +8.2% | +3.1% | +39.8% | +18.3% | +21.5pp |
| 2019 | +1.9% | +4.1% | −1.3% | −13.2% | −5.1% | +5.3% | +2.9% | −6.8% | +2.6% | +7.6% | +2.5% | −2.2% | −3.6% | +31.2% | −34.8pp |
| 2018 | +11.5% | −5.9% | +5.0% | +10.9% | −3.3% | +6.1% | −4.1% | +9.7% | +0.8% | −12.7% | +9.2% | −9.2% | +15.1% | −4.6% | +19.7pp |
| 2017 | −3.3% | −9.3% | +5.8% | +5.3% | +4.4% | +4.6% | −7.2% | +0.3% | +4.0% | +1.8% | +2.1% | +3.6% | +11.2% | +21.7% | −10.5pp |
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. TXRH 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 ⓘ | 62% | 76% | 57% | 57% | 57% | 57% | 48% | 43% | 57% | 67% | 71% | 62% |
| Median | +1.9% | +7.5% | +3.4% | +2.6% | +2.2% | +1.7% | −0.7% | −1.7% | +0.1% | +4.3% | +2.1% | +2.6% |
| Best | +11.5% | +19.2% | +16.2% | +20.4% | +17.6% | +7.4% | +19.2% | +12.1% | +6.3% | +17.7% | +15.7% | +38.6% |
| Worst | −12.8% | −22.9% | −26.0% | −13.2% | −9.9% | −18.7% | −20.0% | −13.4% | −11.4% | −21.9% | −20.4% | −12.2% |
| vs SPY ⓘ | +0.9pp | +4.5pp | −1.2pp | +1.3pp | +1.3pp | −0.9pp | −3.5pp | −2.5pp | +0.3pp | +1.3pp | +1.4pp | +1.2pp |
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.
