Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XLE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.2% | +9.5% | +10.3% | −2.6% | −5.6% | −5.0% | +12.1% | +5.3% | — | — | — | — | +42.1% | +13.4% | +28.7pp |
| 2025 | +2.3% | +3.8% | +3.5% | −13.9% | +1.3% | +4.9% | +2.8% | +3.6% | −0.3% | −1.4% | +2.6% | −0.3% | +7.9% | +17.7% | −9.8pp |
| 2024 | −0.5% | +3.3% | +10.5% | −0.9% | −0.3% | −1.4% | +2.3% | −2.1% | −3.0% | +0.9% | +7.8% | −9.6% | +5.6% | +24.9% | −19.3pp |
| 2023 | +2.8% | −6.9% | +0.0% | +2.8% | −10.0% | +6.9% | +7.8% | +1.6% | +2.4% | −5.8% | −0.7% | +0.1% | −0.6% | +26.2% | −26.8pp |
| 2022 | +18.8% | +7.1% | +9.3% | −1.7% | +16.0% | −17.1% | +9.7% | +2.7% | −9.6% | +25.0% | +1.3% | −3.0% | +64.3% | −18.2% | +82.5pp |
| 2021 | +3.7% | +22.5% | +3.0% | +0.7% | +5.7% | +4.2% | −8.3% | −2.0% | +8.9% | +10.3% | −5.0% | +3.0% | +53.3% | +28.7% | +24.6pp |
| 2020 | −11.0% | −15.3% | −34.4% | +30.8% | +2.0% | −1.1% | −4.8% | −1.1% | −14.6% | −4.1% | +28.0% | +4.5% | −32.7% | +18.3% | −51.0pp |
| 2019 | +11.2% | +2.3% | +2.1% | −0.0% | −11.1% | +9.4% | −1.6% | −8.3% | +3.9% | −2.1% | +1.6% | +5.0% | +10.7% | +31.2% | −20.6pp |
| 2018 | +3.6% | −10.8% | +1.7% | +9.5% | +3.0% | +0.6% | +1.6% | −3.5% | +2.4% | −11.3% | −1.6% | −12.4% | −18.2% | −4.6% | −13.6pp |
| 2017 | −3.2% | −2.1% | −1.5% | −2.9% | −3.5% | −0.1% | +2.6% | −5.5% | +10.2% | −0.8% | +1.8% | +5.3% | −0.9% | +21.7% | −22.6pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 50% | 63% | 70% | 56% | 48% | 48% | 59% | 52% | 54% | 54% | 62% | 62% |
| Median | +0.9% | +3.0% | +2.1% | +0.9% | −0.3% | −0.1% | +1.6% | +0.3% | +1.9% | +0.8% | +1.4% | +0.9% |
| Best | +18.8% | +22.5% | +12.4% | +30.8% | +16.0% | +9.4% | +12.1% | +10.9% | +10.2% | +25.0% | +28.0% | +13.0% |
| Worst | −12.3% | −15.3% | −34.4% | −13.9% | −11.5% | −17.1% | −15.9% | −10.2% | −14.9% | −18.8% | −8.7% | −12.4% |
| vs SPY ⓘ | −0.6pp | −0.1pp | +0.7pp | +2.0pp | −1.8pp | −0.2pp | +0.1pp | −0.1pp | +0.8pp | −0.9pp | −0.8pp | +0.1pp |
319 monthly observations · 2000–2026 · benchmark SPY
