| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCSF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.3% | −2.0% | −0.6% | +10.8% | −3.1% | −2.8% | −0.2% | — | — | — | — | — | −3.9% | +9.3% | −13.3pp |
| 2025 | +3.7% | +5.0% | −10.5% | −7.8% | +2.7% | −1.4% | −0.3% | +5.5% | −7.1% | −1.3% | +1.8% | +2.4% | −8.6% | +17.7% | −26.3pp |
| 2024 | +0.8% | +3.4% | +2.7% | +6.1% | +1.0% | +0.1% | +2.8% | +2.1% | −0.3% | +0.3% | +2.8% | +5.1% | +30.1% | +24.9% | +5.2pp |
| 2023 | +12.3% | −3.0% | −5.0% | −1.8% | +5.0% | +13.1% | +9.0% | +7.0% | −0.1% | −1.1% | +0.0% | +2.3% | +42.1% | +26.2% | +15.9pp |
| 2022 | +4.9% | −0.8% | +0.6% | −1.3% | −5.0% | −4.5% | +6.3% | +1.8% | −16.3% | +5.0% | +7.3% | −9.3% | −13.2% | −18.2% | +5.0pp |
| 2021 | +3.1% | +12.5% | +5.9% | +8.1% | −0.1% | −3.4% | −1.2% | +0.1% | +0.4% | +5.1% | −2.1% | +1.9% | +33.1% | +28.7% | +4.4pp |
| 2020 | +0.2% | −6.7% | −49.8% | +9.6% | +7.6% | +4.3% | −9.1% | +6.9% | −4.2% | −10.2% | +28.8% | +3.8% | −35.5% | +18.3% | −53.9pp |
| 2019 | +17.8% | +2.2% | −4.4% | +4.9% | −6.7% | −1.5% | −2.8% | +3.0% | +1.8% | −0.1% | +3.0% | +1.2% | +17.8% | +31.2% | −13.4pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | — | — | −8.9% | −8.9% | −4.6% | −4.3pp |
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. BCSF 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 8 |
| Positive ⓘ | 88% | 50% | 38% | 63% | 50% | 38% | 38% | 100% | 29% | 43% | 71% | 75% |
| Median | +3.4% | +0.7% | −2.5% | +5.5% | +0.4% | −1.5% | −0.3% | +3.0% | −0.3% | −0.1% | +2.8% | +2.1% |
| Best | +17.8% | +12.5% | +5.9% | +10.8% | +7.6% | +13.1% | +9.0% | +7.0% | +1.8% | +5.1% | +28.8% | +5.1% |
| Worst | −5.3% | −6.7% | −49.8% | −7.8% | −6.7% | −4.5% | −9.1% | +0.1% | −16.3% | −10.2% | −2.1% | −9.3% |
| vs SPY ⓘ | +2.5pp | +0.4pp | −4.0pp | +0.6pp | −2.2pp | −2.6pp | −2.7pp | +3.4pp | −0.4pp | −2.3pp | −0.6pp | −0.9pp |
92 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
