| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BKD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +39.0% | +2.0% | −10.6% | +5.0% | −10.4% | +25.0% | −9.1% | — | — | — | — | — | +35.5% | +9.3% | +26.2pp |
| 2025 | −8.0% | +23.1% | +9.8% | +4.8% | −0.8% | +6.9% | +11.4% | −0.6% | +10.0% | +9.4% | +20.1% | −3.1% | +114.5% | +17.7% | +96.8pp |
| 2024 | −6.0% | +4.6% | +15.6% | +2.7% | −1.2% | +1.8% | +13.2% | −8.0% | −4.5% | −7.7% | −9.4% | −11.4% | −13.6% | +24.9% | −38.5pp |
| 2023 | +5.5% | +12.2% | −8.7% | +45.4% | −19.6% | +22.3% | −16.6% | +20.7% | −2.6% | −5.6% | +35.5% | +9.8% | +113.2% | +26.2% | +87.0pp |
| 2022 | +2.5% | +30.1% | +2.5% | −12.3% | −7.8% | −20.4% | +6.2% | −8.7% | −3.0% | +4.7% | −29.5% | −13.3% | −47.1% | −18.2% | −28.9pp |
| 2021 | +11.5% | +17.8% | +4.0% | +8.1% | +3.1% | +17.2% | −4.8% | −2.9% | −13.7% | +3.2% | −9.8% | −11.9% | +16.5% | +28.7% | −12.3pp |
| 2020 | −9.4% | −0.3% | −52.5% | +15.7% | +1.4% | −19.4% | −6.1% | −0.7% | −7.6% | +15.7% | +44.2% | +4.5% | −39.1% | +18.3% | −57.4pp |
| 2019 | +21.6% | −17.1% | −2.7% | −6.1% | +0.0% | +16.7% | +8.0% | +5.0% | −7.3% | −3.0% | −2.9% | +1.8% | +8.5% | +31.2% | −22.7pp |
| 2018 | −2.1% | −31.3% | +2.8% | +7.9% | +8.7% | +15.5% | +5.5% | +3.4% | −0.9% | −9.2% | −4.3% | −21.6% | −30.9% | −4.6% | −26.4pp |
| 2017 | +20.5% | −3.8% | −6.7% | −3.3% | +5.8% | +7.1% | −3.5% | −14.6% | −12.6% | −5.4% | +6.6% | −9.3% | −21.9% | +21.7% | −43.6pp |
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. BKD 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 | 21 | 20 | 20 | 20 | 20 | 21 |
| Positive ⓘ | 62% | 57% | 62% | 67% | 52% | 48% | 48% | 40% | 35% | 50% | 45% | 52% |
| Median | +1.2% | +2.5% | +0.7% | +2.7% | +0.8% | −2.4% | −3.5% | −1.8% | −2.4% | −1.0% | −3.6% | +1.8% |
| Best | +39.0% | +30.1% | +38.4% | +104.2% | +30.0% | +25.0% | +19.6% | +48.4% | +21.7% | +32.2% | +44.2% | +37.1% |
| Worst | −21.6% | −46.3% | −52.5% | −20.1% | −19.6% | −22.8% | −24.1% | −24.7% | −22.2% | −60.4% | −52.6% | −21.6% |
| vs SPY ⓘ | −0.3pp | +1.6pp | −0.9pp | +1.7pp | −0.7pp | −1.8pp | −5.5pp | −3.9pp | −0.1pp | −3.4pp | −6.0pp | −1.1pp |
248 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
