| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ZYME | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.4% | +3.4% | +7.5% | +10.0% | −8.8% | +4.0% | −13.1% | — | — | — | — | — | −13.7% | +9.3% | −23.1pp |
| 2025 | −0.3% | −8.2% | −11.1% | +9.2% | −12.1% | +9.8% | +0.1% | +17.9% | +15.3% | +11.7% | +40.0% | −1.4% | +79.8% | +17.7% | +62.1pp |
| 2024 | +4.3% | +10.8% | −12.4% | −18.4% | −1.2% | +0.4% | +22.9% | +12.1% | +7.0% | +9.2% | +2.8% | +3.9% | +40.9% | +24.9% | +16.0pp |
| 2023 | +20.2% | −13.0% | +10.0% | −7.1% | −2.0% | +5.0% | −13.7% | −2.9% | −12.4% | +10.7% | +26.4% | +17.1% | +32.2% | +26.2% | +6.0pp |
| 2022 | −45.7% | −18.7% | −9.5% | −6.7% | +10.0% | −21.1% | +10.2% | +9.8% | −4.1% | +20.8% | +3.9% | +1.8% | −52.0% | −18.2% | −33.9pp |
| 2021 | −28.4% | +7.4% | −13.0% | +3.0% | −4.1% | +11.2% | −7.5% | +2.8% | −12.0% | −23.4% | −9.6% | −18.5% | −65.3% | +28.7% | −94.0pp |
| 2020 | −4.0% | −6.2% | −13.3% | +3.0% | +4.4% | −5.4% | −15.4% | +6.2% | +43.7% | −16.0% | +34.6% | −10.2% | +4.0% | +18.3% | −14.4pp |
| 2019 | +8.5% | −5.1% | +7.0% | +17.8% | −0.3% | +15.7% | +3.9% | +16.6% | −6.9% | +39.2% | +26.2% | +4.3% | +209.7% | +31.2% | +178.4pp |
| 2018 | +73.7% | −21.5% | +16.1% | +30.6% | +31.2% | −28.3% | −16.2% | +13.4% | +11.7% | −18.7% | +0.8% | +14.1% | +93.3% | −4.6% | +97.9pp |
| 2017 · part | — | — | — | — | −9.8% | −28.8% | −12.2% | +17.9% | −7.6% | +5.3% | −3.2% | −6.6% | −41.6% | +21.7% | −63.3pp |
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. ZYME 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 ⓘ | 9 | 9 | 9 | 9 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 44% | 33% | 44% | 67% | 30% | 60% | 40% | 89% | 44% | 67% | 78% | 56% |
| Median | −0.3% | −6.2% | −9.5% | +3.0% | −1.6% | +2.2% | −9.9% | +12.1% | −4.1% | +9.2% | +3.9% | +1.8% |
| Best | +73.7% | +10.8% | +16.1% | +30.6% | +31.2% | +15.7% | +22.9% | +17.9% | +43.7% | +39.2% | +40.0% | +17.1% |
| Worst | −45.7% | −21.5% | −13.3% | −18.4% | −12.1% | −28.8% | −16.2% | −2.9% | −12.4% | −23.4% | −9.6% | −18.5% |
| vs SPY ⓘ | −3.0pp | −6.9pp | −0.9pp | −0.5pp | −3.6pp | −2.3pp | −11.2pp | +10.2pp | +4.9pp | +9.4pp | −1.1pp | +1.4pp |
111 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
