| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BBH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | +0.7% | −5.0% | −1.4% | +1.8% | +7.7% | +2.3% | — | — | — | — | — | +9.9% | +7.5% | +2.4pp |
| 2025 | +5.3% | −0.4% | −4.4% | −3.0% | −2.8% | +3.3% | +5.7% | +1.9% | +0.3% | +9.3% | +9.2% | −3.8% | +21.2% | +17.7% | +3.5pp |
| 2024 | +0.1% | −1.7% | +2.2% | −6.2% | +5.5% | +2.3% | +7.1% | +0.4% | −2.1% | −4.4% | −1.3% | −5.5% | −4.3% | +24.9% | −29.2pp |
| 2023 | +5.0% | −6.8% | +3.7% | −1.5% | −3.2% | +0.9% | +3.0% | +1.8% | −4.8% | −7.3% | +5.1% | +9.5% | +3.9% | +26.2% | −22.2pp |
| 2022 | −12.9% | −4.8% | +3.2% | −9.7% | +1.1% | −1.5% | +5.8% | −5.4% | −3.6% | +11.7% | +7.0% | −4.6% | −15.2% | −18.2% | +2.9pp |
| 2021 | +10.4% | −4.4% | −2.0% | +7.6% | −2.4% | +9.5% | +2.6% | +4.4% | −6.5% | −1.3% | −1.9% | −3.1% | +11.8% | +28.7% | −16.9pp |
| 2020 | −5.0% | +1.4% | −4.7% | +15.9% | +8.5% | +1.3% | +1.2% | −2.7% | +1.0% | −6.0% | +11.0% | +0.7% | +22.1% | +18.3% | +3.8pp |
| 2019 | +15.4% | +1.8% | −1.2% | −4.1% | −5.5% | +10.7% | −2.2% | −2.4% | −4.1% | +7.1% | +11.8% | −1.0% | +26.3% | +31.2% | −4.9pp |
| 2018 | +4.1% | −6.8% | −0.5% | −4.0% | +2.1% | +1.7% | +7.2% | +5.1% | +0.6% | −12.1% | +4.0% | −10.5% | −10.7% | −4.6% | −6.1pp |
| 2017 | +5.9% | +6.4% | −1.8% | +2.5% | −3.8% | +7.1% | +3.4% | +4.2% | −0.8% | −5.7% | −0.6% | −0.4% | +16.5% | +21.7% | −5.2pp |
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. BBH 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 76% | 48% | 52% | 38% | 62% | 71% | 86% | 52% | 48% | 48% | 62% | 38% |
| Median | +4.1% | −0.4% | +1.1% | −3.0% | +1.7% | +1.7% | +4.5% | +0.0% | −0.8% | −0.9% | +4.0% | −1.0% |
| Best | +15.4% | +6.4% | +9.4% | +15.9% | +8.5% | +10.7% | +19.7% | +10.5% | +7.4% | +11.7% | +11.8% | +9.5% |
| Worst | −19.9% | −6.8% | −11.1% | −9.7% | −9.6% | −7.4% | −3.3% | −9.9% | −9.3% | −12.1% | −5.8% | −10.5% |
| vs SPY ⓘ | +2.6pp | −1.4pp | −0.5pp | −2.2pp | +0.7pp | +2.2pp | +1.8pp | −0.1pp | +0.0pp | −0.9pp | +1.1pp | −1.7pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
