No volume data stored for AMCPX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMCPX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | −2.1% | −6.8% | +12.1% | +4.2% | −8.3% | −3.6% | — | — | — | — | — | −5.6% | +9.3% | −14.9pp |
| 2025 | +4.0% | −3.2% | −7.2% | +1.5% | +7.1% | −2.9% | +7.5% | +1.0% | +2.4% | +2.9% | +0.6% | −5.1% | +7.8% | +17.7% | −9.9pp |
| 2024 | +1.4% | +6.4% | +2.6% | −4.9% | +3.4% | +2.2% | +0.6% | +2.1% | +2.1% | −1.5% | +5.3% | −7.3% | +12.1% | +24.9% | −12.8pp |
| 2023 | +8.8% | −2.3% | +3.5% | +1.0% | +1.5% | +5.7% | +3.2% | −1.7% | −5.5% | −3.0% | +10.8% | +3.2% | +26.7% | +26.2% | +0.6pp |
| 2022 | −10.6% | −3.0% | +1.0% | −11.3% | −1.5% | −14.5% | +9.7% | −4.3% | −8.6% | +4.9% | +5.7% | −4.9% | −33.8% | −18.2% | −15.7pp |
| 2021 | −0.5% | +3.2% | +2.0% | +5.0% | +0.1% | −0.9% | +2.0% | +3.2% | −3.5% | +7.6% | −3.1% | +0.6% | +16.2% | +28.7% | −12.5pp |
| 2020 | −0.5% | −5.8% | −11.8% | +13.5% | +5.7% | +0.9% | +4.5% | +4.8% | −3.1% | −2.3% | +10.0% | +2.0% | +16.5% | +18.3% | −1.8pp |
| 2019 | +8.0% | +2.4% | +1.8% | +3.3% | −6.6% | +6.2% | +0.4% | −2.3% | −0.3% | +2.5% | +4.8% | −0.9% | +20.3% | +31.2% | −10.9pp |
| 2018 | +7.2% | −2.0% | −1.6% | +1.0% | +2.9% | −1.5% | +1.7% | +2.5% | +1.5% | −9.4% | +2.6% | −14.8% | −11.4% | −4.6% | −6.8pp |
| 2017 | +3.3% | +2.4% | +0.1% | +1.4% | +1.2% | −1.1% | +2.6% | −0.3% | +3.2% | +2.8% | +2.2% | −3.0% | +15.6% | +21.7% | −6.1pp |
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. AMCPX is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 40% | 60% | 80% | 80% | 40% | 90% | 60% | 50% | 50% | 90% | 30% |
| Median | +2.4% | −2.1% | +0.5% | +1.4% | +2.2% | −1.0% | +2.3% | +1.0% | +0.1% | +0.5% | +4.2% | −2.1% |
| Best | +8.8% | +6.4% | +3.5% | +13.5% | +7.1% | +6.2% | +9.7% | +4.8% | +3.2% | +7.6% | +10.8% | +3.2% |
| Worst | −10.6% | −5.8% | −11.8% | −11.3% | −6.6% | −14.5% | −3.6% | −4.3% | −8.6% | −9.4% | −3.1% | −14.8% |
| vs SPY ⓘ | +0.3pp | +0.1pp | −0.4pp | +0.1pp | −0.2pp | −1.9pp | −0.5pp | −0.4pp | +0.6pp | −0.2pp | −0.0pp | −3.9pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
