| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.8% | +2.7% | −8.3% | +4.5% | −12.0% | +11.7% | −2.9% | — | — | — | — | — | +3.0% | +9.3% | −6.3pp |
| 2025 | +6.1% | −17.7% | −5.4% | −4.9% | −6.9% | +0.2% | −3.5% | +3.8% | −10.9% | −8.8% | +8.2% | −3.2% | −37.5% | +17.7% | −55.2pp |
| 2024 | +4.7% | +0.5% | +12.8% | −13.8% | +3.6% | −12.9% | +19.2% | −4.6% | +8.1% | −5.6% | +10.8% | −19.2% | −4.0% | +24.9% | −28.9pp |
| 2023 | +9.2% | −7.6% | −8.5% | +8.0% | +9.6% | +25.8% | +14.5% | +5.9% | −5.8% | −9.0% | +22.2% | +18.4% | +106.6% | +26.2% | +80.5pp |
| 2022 | −1.4% | +14.0% | −13.1% | +8.8% | +5.7% | −23.1% | +18.9% | −11.7% | −4.6% | +12.3% | +12.7% | −7.3% | +1.5% | −18.2% | +19.7pp |
| 2021 | −0.4% | +5.1% | +19.8% | +11.5% | −0.9% | −11.6% | −9.2% | +13.3% | −6.7% | +4.9% | +19.7% | +9.8% | +62.1% | +28.7% | +33.4pp |
| 2020 | −0.9% | −1.7% | −33.0% | +31.5% | +9.1% | +10.5% | +23.9% | −1.5% | −12.8% | −0.3% | +12.9% | +10.5% | +37.0% | +18.3% | +18.7pp |
| 2019 | +15.2% | +1.8% | −4.1% | +3.5% | −19.5% | +26.6% | −3.9% | +16.6% | +3.8% | +9.8% | +9.0% | −3.7% | +59.1% | +31.2% | +27.9pp |
| 2018 | +11.4% | −9.2% | −4.2% | +7.8% | +14.8% | −6.3% | −3.2% | +3.5% | −15.8% | −16.3% | −13.4% | −10.3% | −38.4% | −4.6% | −33.8pp |
| 2017 | +10.2% | +9.3% | −1.5% | +14.2% | −11.6% | +12.8% | −0.2% | −1.2% | +16.3% | +1.6% | +8.8% | +3.6% | +77.7% | +21.7% | +56.0pp |
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. BCC 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 ⓘ | 13 | 13 | 14 | 14 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 69% | 46% | 36% | 64% | 57% | 57% | 43% | 46% | 38% | 46% | 85% | 46% |
| Median | +6.1% | −1.7% | −3.6% | +4.0% | +2.9% | +1.8% | −0.9% | −1.2% | −4.6% | −0.3% | +9.0% | −1.3% |
| Best | +15.2% | +14.0% | +25.2% | +31.5% | +14.8% | +26.6% | +23.9% | +16.6% | +16.7% | +19.6% | +22.2% | +18.4% |
| Worst | −19.1% | −19.0% | −33.0% | −13.8% | −19.5% | −23.1% | −9.5% | −12.7% | −22.3% | −24.2% | −13.4% | −19.2% |
| vs SPY ⓘ | +3.9pp | −4.7pp | −1.5pp | −0.1pp | −0.3pp | +2.6pp | −1.6pp | +0.3pp | −1.0pp | −2.1pp | +5.4pp | −1.5pp |
161 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
