| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XSD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +1.3% | −7.0% | +49.7% | +25.6% | +1.8% | −22.6% | — | — | — | — | — | +50.3% | +9.3% | +41.0pp |
| 2025 | +0.1% | −8.9% | −11.3% | −3.9% | +14.6% | +16.1% | +3.4% | +7.9% | +11.6% | +10.4% | −8.8% | +0.1% | +29.8% | +17.7% | +12.1pp |
| 2024 | −6.3% | +6.2% | +3.8% | −3.3% | +9.5% | +0.7% | −2.0% | −0.9% | +0.1% | −4.5% | +8.0% | +0.3% | +10.8% | +24.9% | −14.1pp |
| 2023 | +17.3% | +1.1% | +5.3% | −14.6% | +14.3% | +8.7% | +3.5% | −6.9% | −8.0% | −13.4% | +17.4% | +12.9% | +34.9% | +26.2% | +8.7pp |
| 2022 | −15.9% | +1.0% | +0.5% | −17.1% | +6.2% | −16.8% | +20.2% | −6.2% | −10.9% | +3.1% | +18.5% | −9.9% | −30.9% | −18.2% | −12.7pp |
| 2021 | +5.2% | +3.8% | −1.9% | −3.3% | +1.1% | +7.6% | −0.7% | +6.1% | −2.3% | +11.8% | +7.6% | +2.1% | +42.5% | +28.7% | +13.8pp |
| 2020 · part | — | — | — | — | — | — | +8.9% | +4.0% | −0.7% | +5.4% | +18.8% | +8.6% | +52.8% | +18.3% | +34.5pp |
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. XSD 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% | 83% | 50% | 17% | 100% | 83% | 57% | 50% | 33% | 67% | 83% | 83% |
| Median | +2.6% | +1.2% | −0.7% | −3.6% | +11.9% | +4.7% | +3.4% | +1.5% | −1.5% | +4.3% | +12.7% | +1.2% |
| Best | +17.3% | +6.2% | +5.3% | +49.7% | +25.6% | +16.1% | +20.2% | +7.9% | +11.6% | +11.8% | +18.8% | +12.9% |
| Worst | −15.9% | −8.9% | −11.3% | −17.1% | +1.1% | −16.8% | −22.6% | −6.9% | −10.9% | −13.4% | −8.8% | −9.9% |
| vs SPY ⓘ | +1.8pp | +1.6pp | −2.7pp | −5.7pp | +7.2pp | +2.5pp | +0.2pp | −2.6pp | +0.4pp | +0.6pp | +8.1pp | +1.4pp |
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.
