| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ZLNDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | −15.6% | −1.4% | +1.4% | +10.4% | +6.9% | +15.1% | — | — | — | — | — | +12.9% | +9.3% | +3.5pp |
| 2025 | +9.1% | −3.2% | −3.7% | +6.3% | −2.9% | −7.3% | −11.7% | −4.7% | +10.0% | −8.6% | −3.9% | +9.9% | −13.1% | +17.7% | −30.8pp |
| 2024 | −15.2% | +5.0% | +35.2% | −8.6% | +1.2% | −11.8% | +10.6% | +0.6% | +27.4% | −9.3% | +3.7% | +9.5% | +43.4% | +24.9% | +18.5pp |
| 2023 | +31.6% | −14.7% | +5.4% | −1.7% | −29.3% | −0.8% | +19.8% | −9.7% | −28.9% | +5.8% | +2.1% | −0.8% | −32.9% | +26.2% | −59.0pp |
| 2022 | −2.2% | −16.2% | −23.6% | −22.8% | +4.4% | −36.2% | +7.6% | −17.6% | −15.9% | +18.9% | +36.4% | +12.2% | −56.3% | −18.2% | −38.2pp |
| 2021 · part | — | — | −4.3% | +5.9% | +3.0% | +12.9% | −7.8% | −0.2% | −17.6% | +3.0% | −3.5% | −11.3% | −21.2% | +28.7% | −49.9pp |
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. ZLNDY 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 20% | 33% | 50% | 67% | 33% | 67% | 20% | 40% | 60% | 60% | 60% |
| Median | −1.6% | −14.7% | −2.6% | −0.2% | +2.1% | −4.1% | +9.1% | −4.7% | −15.9% | +3.0% | +2.1% | +9.5% |
| Best | +31.6% | +5.0% | +35.2% | +6.3% | +10.4% | +12.9% | +19.8% | +0.6% | +27.4% | +18.9% | +36.4% | +12.2% |
| Worst | −15.2% | −16.2% | −23.6% | −22.8% | −29.3% | −36.2% | −11.7% | −17.6% | −28.9% | −9.3% | −3.9% | −11.3% |
| vs SPY ⓘ | +3.0pp | −12.2pp | +1.7pp | −4.0pp | −0.8pp | −9.9pp | +3.9pp | −6.8pp | −6.7pp | −4.0pp | −2.7pp | +9.8pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
