| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Z | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.6% | −29.2% | −7.3% | +7.3% | −21.2% | −9.9% | +6.9% | — | — | — | — | — | −50.6% | +9.3% | −59.9pp |
| 2025 | +11.0% | −6.8% | −10.6% | −1.8% | −0.3% | +4.4% | +13.6% | +6.0% | −8.6% | −2.7% | −0.8% | −8.3% | −7.9% | +17.7% | −25.6pp |
| 2024 | −1.8% | −1.2% | −13.1% | −12.7% | −3.8% | +13.3% | +5.0% | +13.6% | +15.5% | −5.9% | +41.0% | −12.6% | +28.0% | +24.9% | +3.1pp |
| 2023 | +37.3% | −5.0% | +5.9% | −2.1% | +4.8% | +10.2% | +7.8% | −3.7% | −11.5% | −21.5% | +12.9% | +41.3% | +79.6% | +26.2% | +53.5pp |
| 2022 | −20.9% | +13.9% | −14.3% | −19.2% | +0.2% | −20.4% | +9.9% | −4.1% | −14.5% | +7.9% | +23.1% | −15.2% | −49.6% | −18.2% | −31.4pp |
| 2021 | +0.5% | +23.7% | −19.6% | +0.4% | −9.8% | +4.2% | −13.1% | −9.9% | −8.0% | +17.6% | −47.6% | +17.7% | −50.8% | +28.7% | −79.5pp |
| 2020 | +0.6% | +20.8% | −35.5% | +22.0% | +31.9% | −0.7% | +18.7% | +25.4% | +18.5% | −12.8% | +21.7% | +20.4% | +182.5% | +18.3% | +164.2pp |
| 2019 | +11.1% | +19.1% | −16.9% | −3.9% | +28.8% | +7.8% | +7.7% | −31.1% | −13.4% | +9.2% | +20.2% | +17.3% | +45.5% | +31.2% | +14.2pp |
| 2018 | +8.7% | +7.2% | +12.9% | −9.9% | +20.3% | +1.3% | −5.7% | −12.7% | −9.0% | −9.0% | −9.2% | −13.6% | −22.8% | −4.6% | −18.3pp |
| 2017 | −3.0% | −4.1% | −0.8% | +15.8% | +11.6% | +12.6% | −7.9% | −12.3% | +1.5% | +2.7% | −0.6% | −0.3% | +12.2% | +21.7% | −9.5pp |
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. Z 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 55% | 55% | 27% | 45% | 64% | 73% | 73% | 30% | 45% | 45% | 55% | 45% |
| Median | +0.5% | +5.4% | −10.6% | −1.8% | +4.8% | +4.4% | +7.7% | −7.0% | −8.0% | −2.7% | +7.7% | −0.3% |
| Best | +37.3% | +23.7% | +12.9% | +22.0% | +31.9% | +26.5% | +18.7% | +25.4% | +18.5% | +17.6% | +41.0% | +41.3% |
| Worst | −20.9% | −29.2% | −35.5% | −19.2% | −21.2% | −20.4% | −13.1% | −31.1% | −14.5% | −21.5% | −47.6% | −15.2% |
| vs SPY ⓘ | +0.6pp | +5.4pp | −5.0pp | −3.7pp | +4.3pp | +0.9pp | +4.5pp | −7.3pp | −3.3pp | −2.1pp | +3.8pp | −1.5pp |
131 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
