| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BABX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +29.7% | −28.7% | −25.9% | +8.6% | −13.4% | −40.3% | +43.0% | — | — | — | — | — | −45.0% | +9.3% | −54.3pp |
| 2025 | +32.9% | +71.7% | −3.0% | −22.2% | −11.0% | +0.8% | +10.8% | +21.8% | +70.0% | −11.9% | −16.2% | −14.3% | +123.9% | +17.7% | +106.1pp |
| 2024 | −12.6% | +2.7% | −6.0% | +5.1% | +6.4% | −13.2% | +18.2% | +9.7% | +58.1% | −16.8% | −21.9% | −7.4% | +1.2% | +24.9% | −23.7pp |
| 2023 | +44.6% | −33.7% | +26.4% | −29.2% | −12.0% | +6.6% | +40.8% | −16.8% | −12.5% | −9.7% | −17.4% | +7.5% | −33.9% | +26.2% | −60.1pp |
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. BABX 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 75% | 50% | 25% | 50% | 25% | 50% | 100% | 67% | 67% | 0% | 0% | 33% |
| Median | +31.3% | −13.0% | −4.5% | −8.5% | −11.5% | −6.2% | +29.5% | +9.7% | +58.1% | −11.9% | −17.4% | −7.4% |
| Best | +44.6% | +71.7% | +26.4% | +8.6% | +6.4% | +6.6% | +43.0% | +21.8% | +70.0% | −9.7% | −16.2% | +7.5% |
| Worst | −12.6% | −33.7% | −25.9% | −29.2% | −13.4% | −40.3% | +10.8% | −16.8% | −12.5% | −16.8% | −21.9% | −14.3% |
| vs SPY ⓘ | +29.2pp | −15.2pp | −3.3pp | −11.6pp | −14.9pp | −10.5pp | +27.2pp | +7.4pp | +56.0pp | −14.3pp | −26.5pp | −5.0pp |
43 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
