SDIRA
Portfolio Statistics
| Year | January | February | March | April | May | June | July | August | September | October | November | December | Portfolio total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.12% | 2.72% | -2.88% | 1.81% | -2.07% | 0.35% | 3.70% | 2.56% | -4.36% | 5.10% | - | - | 12.18% |
| 2025 | 4.61% | 3.88% | -0.96% | -4.64% | 2.84% | 2.66% | 2.02% | 3.88% | 0.39% | -3.34% | 2.01% | 0.46% | 14.19% |
| 2024 | Only available to paid members | ||||||||||||
| 2023 | Only available to paid members | ||||||||||||
| 2022 | Only available to paid members | ||||||||||||
| 2021 | Only available to paid members | ||||||||||||
| 2020 | Only available to paid members | ||||||||||||
It's calculated as monthly capital gain without buy/sell transactions of the month.
Dividends are not included.
Calculated as: 