| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XLK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.1% | −3.6% | −4.1% | +20.0% | +19.8% | −0.1% | −7.8% | — | — | — | — | — | +22.4% | +9.3% | +13.0pp |
| 2025 | −0.7% | −2.3% | −8.3% | +1.7% | +10.0% | +9.8% | +3.8% | −0.1% | +7.5% | +6.7% | −4.8% | +0.8% | +24.6% | +17.7% | +6.9pp |
| 2024 | +2.7% | +4.7% | +0.8% | −5.8% | +7.1% | +7.8% | −3.3% | +0.7% | +2.6% | −1.6% | +5.2% | −0.4% | +21.6% | +24.9% | −3.3pp |
| 2023 | +9.3% | +0.4% | +10.9% | −0.1% | +8.9% | +6.1% | +2.6% | −1.5% | −6.5% | +0.0% | +12.9% | +4.2% | +56.0% | +26.2% | +29.8pp |
| 2022 | −6.8% | −4.9% | +3.3% | −11.0% | −0.7% | −9.3% | +13.5% | −6.2% | −12.0% | +7.7% | +6.3% | −8.2% | −27.7% | −18.2% | −9.6pp |
| 2021 | −0.8% | +1.4% | +1.8% | +5.2% | −0.9% | +6.9% | +3.9% | +3.6% | −5.8% | +8.2% | +4.5% | +3.2% | +34.7% | +28.7% | +6.0pp |
| 2020 | +4.0% | −7.3% | −8.6% | +13.7% | +7.2% | +6.9% | +5.7% | +11.9% | −5.3% | −5.0% | +11.4% | +5.5% | +43.6% | +18.3% | +25.3pp |
| 2019 | +6.9% | +6.9% | +4.8% | +6.4% | −8.7% | +8.9% | +3.5% | −1.5% | +1.6% | +3.9% | +5.4% | +4.3% | +49.9% | +31.2% | +18.6pp |
| 2018 | +7.0% | −0.4% | −3.7% | +0.1% | +6.8% | −0.3% | +2.1% | +6.6% | −0.0% | −8.0% | −2.0% | −8.4% | −1.7% | −4.6% | +2.9pp |
| 2017 | +3.6% | +4.5% | +2.2% | +2.0% | +4.0% | −2.8% | +4.5% | +2.9% | +0.8% | +6.5% | +1.4% | +0.5% | +34.3% | +21.7% | +12.6pp |
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. XLK 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 ⓘ | 50% | 56% | 63% | 63% | 63% | 48% | 67% | 54% | 50% | 65% | 73% | 54% |
| Median | +0.9% | +0.2% | +1.2% | +1.7% | +3.8% | −0.1% | +2.6% | +0.9% | +0.1% | +4.2% | +2.9% | +0.6% |
| Best | +19.1% | +10.5% | +11.2% | +20.0% | +19.8% | +10.0% | +13.5% | +11.9% | +11.7% | +24.8% | +15.9% | +5.8% |
| Worst | −12.8% | −24.9% | −11.5% | −12.1% | −10.4% | −13.4% | −9.5% | −12.2% | −17.9% | −16.1% | −20.5% | −13.2% |
| vs SPY ⓘ | +0.7pp | −0.5pp | −0.1pp | −0.3pp | +1.4pp | −0.4pp | +0.6pp | +0.2pp | −0.5pp | +0.9pp | +0.3pp | −0.5pp |
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.
