Monthly returns breakdown of the Gemini momentum portfolio strategy
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +3.0% | +0.7% | -1.1% | +1.8% | +29.6% | +11.5% | +23.6% | -8.3% | -3.4% | -0.1% | +14.5% | +8.0% | +103.9% |
| 2024 | -8.5% | +7.9% | +4.1% | -5.8% | +14.5% | +14.5% | +1.5% | +13.5% | +23.4% | +14.5% | +37.6% | +17.5% | +234.1% |
| 2025 | -4.4% | +0.8% | +17.2% | +5.7% | +27.5% | +21.3% | +9.6% | +9.7% | +21.0% | +18.2% | +6.7% | -4.4% | +224.5% |
| 2026 | +23.3% | +6.3% | — | — | — | — | — | — | — | — | — | — | +31.0% |
| Avg | +3.3% | +3.9% | +6.7% | +0.6% | +23.9% | +15.8% | +11.6% | +5.0% | +13.7% | +10.9% | +19.6% | +7.0% | +148.4% |
| Year | Q1 | Q2 | Q3 | Q4 | YTD |
|---|---|---|---|---|---|
| 2023 | +2.6% | +47.0% | +9.4% | +23.6% | +103.9% |
| 2024 | +2.8% | +23.5% | +42.2% | +85.1% | +234.1% |
| 2025 | +13.0% | +63.6% | +45.7% | +20.5% | +224.5% |
| 2026 | +31.0% | — | — | — | +31.0% |
| Avg | +12.3% | +44.7% | +32.4% | +43.1% | +148.4% |