| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.6% | +1.7% | −2.8% | −5.8% | +3.4% | −11.4% | +3.8% | — | — | — | — | — | −3.8% | +7.5% | −11.4pp |
| 2025 | +2.6% | −2.8% | +2.2% | −3.1% | −2.0% | +3.1% | +5.2% | +7.0% | −5.0% | −2.3% | +2.8% | +2.7% | +10.1% | +17.7% | −7.6pp |
| 2024 | +2.5% | −8.0% | −6.5% | −3.3% | +4.1% | −3.3% | +4.2% | +3.8% | +1.5% | −7.3% | −16.2% | −11.8% | −35.4% | +24.9% | −60.3pp |
| 2023 | +7.6% | −6.4% | +2.9% | +7.3% | −6.2% | +2.7% | −5.2% | −2.0% | −8.3% | −2.7% | +6.1% | +1.7% | −4.2% | +26.2% | −30.3pp |
| 2022 | +0.4% | +0.5% | +7.0% | −4.1% | +2.4% | −8.4% | +2.7% | −4.6% | −11.7% | +7.5% | +5.6% | −6.4% | −10.6% | −18.2% | +7.6pp |
| 2021 | −0.9% | +0.8% | +7.2% | +4.7% | +5.2% | +0.6% | +1.2% | +4.4% | −2.7% | +2.8% | −2.1% | +4.7% | +28.6% | +28.7% | −0.2pp |
| 2020 | +1.7% | −5.9% | −6.3% | −1.0% | +2.5% | +2.1% | +0.4% | +2.6% | −2.2% | −3.0% | +7.8% | +0.1% | −2.0% | +18.3% | −20.3pp |
| 2019 | +10.0% | +2.3% | +1.1% | +0.8% | +0.6% | +2.3% | −0.8% | +4.9% | +3.6% | −2.0% | +1.3% | −2.4% | +23.4% | +31.2% | −7.8pp |
| 2018 | −2.6% | −6.7% | −0.0% | −1.4% | −1.8% | −1.5% | +4.8% | −3.9% | +0.8% | −4.0% | +10.3% | −6.6% | −13.0% | −4.6% | −8.5pp |
| 2017 | +4.3% | −3.3% | +2.7% | +2.9% | −0.5% | +0.5% | +4.2% | +1.3% | −0.3% | −1.4% | +3.6% | +1.6% | +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. BCE 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 48% | 56% | 63% | 48% | 56% | 67% | 54% | 54% | 50% | 58% | 69% |
| Median | +0.3% | −0.2% | +0.3% | +2.6% | −0.2% | +0.6% | +1.2% | +1.1% | +0.4% | −0.1% | +1.2% | +1.6% |
| Best | +10.0% | +7.8% | +14.4% | +19.3% | +11.1% | +6.3% | +11.5% | +9.9% | +9.6% | +15.8% | +10.5% | +11.0% |
| Worst | −12.3% | −8.0% | −14.5% | −8.5% | −14.4% | −11.4% | −5.2% | −7.1% | −11.7% | −16.4% | −31.8% | −11.8% |
| vs SPY ⓘ | +0.3pp | −0.7pp | −0.5pp | +0.7pp | −0.9pp | +0.3pp | −0.9pp | +1.2pp | +1.4pp | −0.8pp | −1.4pp | −0.0pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
