| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BANC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | −7.6% | −4.1% | +6.5% | +2.6% | +6.3% | −9.0% | — | — | — | — | — | −2.9% | +7.5% | −10.5pp |
| 2025 | +3.6% | −7.2% | −3.9% | −5.0% | +1.8% | +3.2% | +3.3% | +16.5% | −1.6% | +2.5% | +8.7% | +5.1% | +28.0% | +17.7% | +10.3pp |
| 2024 | +2.6% | +6.2% | +4.7% | −10.0% | +1.2% | −7.1% | +9.4% | +1.7% | +4.3% | +4.3% | +12.2% | −9.7% | +18.3% | +24.9% | −6.6pp |
| 2023 | +9.4% | +0.7% | −28.1% | −9.4% | −5.8% | +9.2% | +22.7% | −11.8% | −0.4% | −9.5% | +3.1% | +17.1% | −13.0% | +26.2% | −39.2pp |
| 2022 | −1.5% | +1.7% | −1.2% | −6.8% | +6.7% | −8.1% | −0.6% | −3.6% | −5.1% | +4.4% | +1.7% | −5.8% | −17.7% | −18.2% | +0.5pp |
| 2021 | +14.5% | +10.1% | −2.3% | −1.0% | −2.2% | +0.5% | −2.4% | +5.0% | +3.3% | +10.0% | −3.6% | +0.5% | +35.1% | +28.7% | +6.3pp |
| 2020 | −7.1% | −3.9% | −47.5% | +30.3% | +5.1% | −0.5% | −1.0% | +2.5% | −7.4% | +18.6% | +10.8% | +11.1% | −12.6% | +18.3% | −30.9pp |
| 2019 | +9.5% | +18.8% | −19.4% | +4.8% | −8.8% | +6.0% | +11.9% | −6.8% | −2.6% | −2.6% | +11.5% | +12.3% | +31.8% | +31.2% | +0.6pp |
| 2018 | −4.6% | +1.3% | −2.7% | −0.5% | +1.0% | +1.4% | +2.3% | +0.7% | −5.6% | −15.6% | +7.8% | −21.9% | −33.7% | −4.6% | −29.1pp |
| 2017 | −8.9% | +23.1% | +7.1% | +4.8% | −6.5% | +6.5% | −4.4% | −9.7% | +12.6% | +1.4% | +7.1% | −7.9% | +22.1% | +21.7% | +0.3pp |
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. BANC 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 ⓘ | 48% | 67% | 48% | 52% | 57% | 57% | 48% | 57% | 48% | 57% | 71% | 48% |
| Median | +0.0% | +0.7% | −1.2% | +0.1% | +1.0% | +0.5% | −0.4% | +0.6% | −0.4% | +1.4% | +3.1% | −0.9% |
| Best | +23.9% | +23.1% | +25.2% | +30.3% | +15.9% | +9.2% | +22.7% | +16.5% | +12.6% | +18.6% | +31.6% | +17.1% |
| Worst | −16.4% | −22.4% | −47.5% | −10.0% | −13.3% | −19.7% | −11.8% | −19.8% | −21.3% | −25.8% | −15.4% | −21.9% |
| vs SPY ⓘ | +0.9pp | +2.6pp | +0.8pp | −1.0pp | −2.4pp | −1.0pp | +0.3pp | −1.9pp | +2.0pp | −2.6pp | −0.0pp | −0.1pp |
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.
