| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BHK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +1.3% | −3.6% | +1.3% | −0.7% | +1.2% | −2.2% | — | — | — | — | — | −2.6% | +9.3% | −12.0pp |
| 2025 | +1.8% | +2.0% | +2.0% | −2.4% | −1.8% | −2.9% | −0.6% | +1.8% | +3.4% | −0.7% | −0.2% | −0.4% | +1.9% | +17.7% | −15.8pp |
| 2024 | +1.1% | −3.6% | +3.8% | −3.9% | +4.0% | +0.7% | +6.0% | +4.6% | +4.0% | −2.8% | −2.4% | −6.6% | +4.0% | +24.9% | −20.9pp |
| 2023 | +10.9% | −4.2% | +0.3% | +1.9% | −2.8% | +1.2% | +2.3% | −3.4% | −3.4% | −6.4% | +12.9% | +6.2% | +14.4% | +26.2% | −11.8pp |
| 2022 | −13.6% | −4.9% | −3.1% | −5.0% | −3.1% | −3.6% | +9.2% | −4.0% | −14.1% | +1.5% | +10.0% | −5.0% | −32.5% | −18.2% | −14.3pp |
| 2021 | −1.2% | −3.5% | +2.0% | +1.8% | +2.2% | +2.6% | +0.3% | −0.6% | +1.9% | −0.3% | +0.3% | +2.5% | +8.0% | +28.7% | −20.7pp |
| 2020 | +3.6% | −1.3% | −10.5% | +12.0% | +2.5% | +2.6% | +5.4% | −2.1% | +0.0% | −0.6% | +6.3% | +0.3% | +18.0% | +18.3% | −0.3pp |
| 2019 | +6.3% | +1.3% | +3.4% | +0.3% | +2.4% | +3.3% | +0.9% | +3.5% | −0.3% | +0.7% | +0.5% | +1.6% | +26.3% | +31.2% | −4.9pp |
| 2018 | −3.6% | −2.0% | −0.3% | −1.1% | +0.6% | −0.6% | +0.4% | +1.3% | −0.0% | −2.9% | −1.4% | +1.9% | −7.6% | −4.6% | −3.1pp |
| 2017 | +1.4% | +1.6% | +0.6% | +3.0% | +1.2% | +1.1% | +1.1% | +1.4% | +0.2% | +1.2% | −0.5% | +1.1% | +14.2% | +21.7% | −7.5pp |
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. BHK 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 ⓘ | 81% | 57% | 48% | 76% | 57% | 57% | 68% | 71% | 57% | 38% | 48% | 67% |
| Median | +1.5% | +0.6% | −0.3% | +1.4% | +0.7% | +1.1% | +1.2% | +1.4% | +0.2% | −0.4% | −0.2% | +0.5% |
| Best | +10.9% | +3.2% | +3.9% | +12.0% | +4.0% | +6.2% | +9.2% | +5.1% | +4.8% | +2.1% | +12.9% | +18.3% |
| Worst | −13.6% | −4.9% | −10.5% | −5.0% | −6.8% | −4.8% | −2.9% | −4.0% | −14.1% | −7.8% | −5.3% | −6.6% |
| vs SPY ⓘ | −0.2pp | −1.4pp | −1.1pp | −0.0pp | −1.8pp | −0.1pp | −0.9pp | +0.6pp | −0.1pp | −2.1pp | −2.2pp | −0.1pp |
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.
