| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XGN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −39.5% | −1.6% | −17.1% | −3.3% | +71.7% | −6.6% | −6.5% | — | — | — | — | — | −28.5% | +7.5% | −36.0pp |
| 2025 | −2.4% | −13.5% | +3.8% | +73.5% | +11.6% | +0.4% | +20.3% | +17.4% | +11.5% | +6.2% | −32.3% | −23.0% | +48.3% | +17.7% | +30.6pp |
| 2024 | +8.0% | +4.7% | −29.3% | −12.9% | +40.8% | −6.7% | +7.1% | +52.8% | +3.7% | −21.4% | +63.4% | +3.3% | +106.0% | +24.9% | +81.1pp |
| 2023 | +18.3% | −10.2% | −4.7% | +4.5% | +18.5% | −3.7% | −15.2% | +2.4% | −4.0% | −29.3% | +7.6% | +8.2% | −17.1% | +26.2% | −43.3pp |
| 2022 | −15.5% | −22.7% | +5.7% | −24.0% | −18.0% | +14.8% | +28.7% | −38.7% | −40.2% | −9.6% | +10.2% | −11.1% | −79.4% | −18.2% | −61.2pp |
| 2021 | +18.9% | +16.5% | −4.3% | −3.7% | −15.5% | +5.2% | −20.5% | +18.3% | −3.5% | −14.6% | −11.5% | +13.1% | −11.9% | +28.7% | −40.6pp |
| 2020 | −18.7% | −17.3% | −6.7% | −2.1% | −25.7% | +7.1% | +0.3% | +15.8% | −24.8% | +31.5% | +4.2% | −11.2% | −48.0% | +18.3% | −66.4pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | −2.8% | +18.5% | +42.4% | +64.0% | +31.2% | +32.8pp |
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. XGN 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 7 | 7 | 7 |
| Positive ⓘ | 43% | 29% | 29% | 29% | 57% | 57% | 57% | 83% | 33% | 29% | 71% | 57% |
| Median | −2.4% | −10.2% | −4.7% | −3.3% | +11.6% | +0.4% | +0.3% | +16.6% | −3.8% | −9.6% | +7.6% | +3.3% |
| Best | +18.9% | +16.5% | +5.7% | +73.5% | +71.7% | +14.8% | +28.7% | +52.8% | +11.5% | +31.5% | +63.4% | +42.4% |
| Worst | −39.5% | −22.7% | −29.3% | −24.0% | −25.7% | −6.7% | −20.5% | −38.7% | −40.2% | −29.3% | −32.3% | −23.0% |
| vs SPY ⓘ | −5.1pp | −7.7pp | −8.4pp | −8.9pp | +5.3pp | −4.7pp | −4.1pp | +12.1pp | +0.9pp | −17.7pp | −1.5pp | +3.6pp |
82 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
