| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XLF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.4% | −3.8% | −3.5% | +5.6% | −1.1% | +4.3% | +5.7% | — | — | — | — | — | +4.4% | +7.5% | −3.2pp |
| 2025 | +6.5% | +1.4% | −4.2% | −2.1% | +4.5% | +3.1% | +0.0% | +3.1% | +0.1% | −2.8% | +1.8% | +3.1% | +14.9% | +17.7% | −2.8pp |
| 2024 | +3.1% | +4.1% | +4.8% | −4.2% | +3.2% | −0.9% | +6.4% | +4.6% | −0.6% | +2.6% | +10.5% | −5.5% | +30.6% | +24.9% | +5.7pp |
| 2023 | +6.9% | −2.3% | −9.5% | +3.2% | −4.3% | +6.6% | +4.8% | −2.7% | −3.1% | −2.4% | +10.9% | +5.3% | +12.0% | +26.2% | −14.1pp |
| 2022 | +0.0% | −1.4% | −0.1% | −9.9% | +2.8% | −10.9% | +7.2% | −2.0% | −7.7% | +11.9% | +6.9% | −5.2% | −10.6% | −18.2% | +7.6pp |
| 2021 | −1.8% | +11.6% | +5.9% | +6.5% | +4.8% | −3.0% | −0.5% | +5.1% | −1.8% | +7.3% | −5.7% | +3.4% | +34.8% | +28.7% | +6.1pp |
| 2020 · part | — | — | — | — | — | — | +3.8% | +4.3% | −3.4% | −0.9% | +16.8% | +6.3% | +28.8% | +18.3% | +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. XLF 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 50% | 33% | 50% | 67% | 50% | 71% | 67% | 17% | 50% | 83% | 67% |
| Median | +1.6% | −0.0% | −1.8% | +0.5% | +3.0% | +1.1% | +4.8% | +3.7% | −2.5% | +0.8% | +8.7% | +3.2% |
| Best | +6.9% | +11.6% | +5.9% | +6.5% | +4.8% | +6.6% | +7.2% | +5.1% | +0.1% | +11.9% | +16.8% | +6.3% |
| Worst | −2.4% | −3.8% | −9.5% | −9.9% | −4.3% | −10.9% | −0.5% | −2.7% | −7.7% | −2.8% | −5.7% | −5.5% |
| vs SPY ⓘ | +1.1pp | +0.9pp | +1.3pp | −0.7pp | −1.8pp | −2.3pp | −2.0pp | +1.6pp | +1.0pp | +0.9pp | +1.7pp | +0.6pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
