| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ABCP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.6% | +0.5% | −18.8% | +35.5% | −4.8% | +37.5% | −4.5% | — | — | — | — | — | +19.3% | +9.3% | +10.0pp |
| 2025 | −5.9% | −0.3% | +2.0% | −2.0% | +3.3% | −4.8% | −2.4% | −2.8% | +1.4% | −19.0% | −2.6% | −1.8% | −31.3% | +17.7% | −49.0pp |
| 2024 | +1.3% | +41.4% | −1.4% | −3.3% | +6.8% | +18.7% | +40.8% | +6.6% | +1.3% | −11.4% | −0.9% | −7.8% | +113.3% | +24.9% | +88.4pp |
| 2023 | +42.9% | +16.0% | −12.9% | −10.9% | +32.2% | +7.6% | −4.7% | +11.5% | −0.7% | +0.0% | +12.6% | −1.3% | +114.3% | +26.2% | +88.1pp |
| 2022 | +0.0% | −14.3% | +13.3% | −8.8% | +4.8% | −35.4% | −38.6% | −20.2% | +2.9% | −15.1% | −4.4% | −18.6% | −80.0% | −18.2% | −61.8pp |
| 2021 | +9.4% | −5.7% | −21.2% | +11.5% | −3.4% | +0.0% | +4.2% | −1.6% | +2.8% | +8.5% | +9.4% | +0.0% | +9.4% | +28.7% | −19.4pp |
| 2020 | +0.0% | +16.3% | −30.6% | +4.8% | +9.5% | −10.8% | −2.3% | +14.8% | +4.8% | +22.8% | −1.6% | +4.9% | +23.1% | +18.3% | +4.7pp |
| 2019 | +18.0% | −6.8% | +22.7% | −3.7% | −7.7% | −6.9% | −3.6% | +10.3% | −1.7% | −28.6% | +59.6% | −34.8% | −13.3% | +31.2% | −44.6pp |
| 2018 | +27.6% | +0.0% | −8.1% | +47.1% | +6.0% | +5.3% | −1.4% | −5.5% | +1.9% | −32.1% | −11.1% | −6.3% | +3.4% | −4.6% | +8.0pp |
| 2017 | +33.0% | −10.4% | +14.3% | −19.5% | +2.4% | −5.2% | −55.0% | −45.6% | −34.7% | +62.5% | +3.5% | +7.8% | −69.1% | +21.7% | −90.9pp |
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. ABCP 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 57% | 29% | 33% | 67% | 38% | 24% | 43% | 67% | 33% | 52% | 24% |
| Median | +1.3% | +1.8% | −2.2% | −2.0% | +4.3% | +0.0% | −2.3% | +0.0% | +1.5% | −5.1% | +2.0% | −3.9% |
| Best | +42.9% | +41.4% | +34.4% | +47.1% | +32.2% | +37.5% | +41.2% | +48.0% | +270.9% | +62.5% | +59.6% | +26.9% |
| Worst | −13.6% | −15.9% | −44.3% | −19.5% | −14.5% | −35.4% | −55.0% | −45.6% | −34.7% | −32.1% | −18.5% | −34.8% |
| vs SPY ⓘ | +3.6pp | +1.3pp | −5.2pp | −1.5pp | +1.0pp | +0.1pp | −5.1pp | +1.3pp | +1.5pp | −6.5pp | +0.1pp | −3.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
