| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VRTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | +5.7% | −10.1% | −4.3% | +4.7% | +11.0% | −2.7% | — | — | — | — | — | +6.6% | +7.5% | −0.9pp |
| 2025 | +14.6% | +3.9% | +1.0% | +5.1% | −13.2% | +0.7% | +2.6% | −14.4% | +0.2% | +8.7% | +1.9% | +4.6% | +12.6% | +17.7% | −5.1pp |
| 2024 | +6.5% | −2.9% | −0.6% | −6.0% | +15.9% | +2.9% | +5.8% | +0.0% | −6.2% | +2.3% | −1.6% | −14.0% | −1.0% | +24.9% | −25.9pp |
| 2023 | +11.9% | −10.2% | +8.5% | +8.1% | −5.0% | +8.8% | +0.1% | −1.1% | −0.2% | +4.1% | −2.0% | +14.7% | +40.9% | +26.2% | +14.7pp |
| 2022 | +10.7% | −5.4% | +13.5% | +4.7% | −1.7% | +4.9% | −0.5% | +0.5% | +2.8% | +7.8% | +1.4% | −8.7% | +31.5% | −18.2% | +49.7pp |
| 2021 | −3.1% | −7.2% | +1.1% | +1.5% | −4.4% | −3.4% | −0.0% | −0.6% | −9.4% | +2.0% | +1.1% | +17.5% | −7.1% | +28.7% | −35.8pp |
| 2020 | +3.7% | −1.3% | +6.2% | +5.6% | +14.6% | +0.8% | −6.3% | +2.6% | −2.5% | −23.4% | +9.3% | +3.8% | +7.9% | +18.3% | −10.4pp |
| 2019 | +15.2% | −1.1% | −2.5% | −8.1% | −1.7% | +10.4% | −9.1% | +8.0% | −5.9% | +15.4% | +13.4% | −1.3% | +32.1% | +31.2% | +0.9pp |
| 2018 | +11.4% | −0.5% | −1.8% | −6.0% | +0.5% | +10.4% | +3.0% | +5.3% | +4.5% | −12.1% | +6.7% | −8.3% | +10.6% | −4.6% | +15.1pp |
| 2017 | +16.6% | +5.5% | +20.7% | +8.2% | +4.5% | +4.3% | +17.8% | +5.7% | −5.3% | −3.8% | −1.3% | +3.9% | +103.4% | +21.7% | +81.7pp |
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. VRTX 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 58% | 52% | 48% | 63% | 59% | 67% | 44% | 58% | 42% | 62% | 50% | 58% |
| Median | +5.0% | +2.3% | −0.6% | +4.7% | +4.1% | +4.3% | −0.3% | +0.6% | −1.0% | +2.1% | −0.1% | +3.8% |
| Best | +29.1% | +77.1% | +36.5% | +39.7% | +56.0% | +42.6% | +21.3% | +73.6% | +23.8% | +35.8% | +15.7% | +28.0% |
| Worst | −27.9% | −26.1% | −35.5% | −23.7% | −13.2% | −17.5% | −19.3% | −22.1% | −51.1% | −23.4% | −40.0% | −15.5% |
| vs SPY ⓘ | +3.0pp | +1.9pp | −3.4pp | −1.8pp | +2.2pp | +2.3pp | −3.2pp | +0.5pp | −1.8pp | −1.2pp | −4.3pp | +0.7pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
