| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BNCC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.8% | +0.1% | −4.0% | −1.4% | −3.6% | +7.6% | −2.0% | — | — | — | — | — | +6.9% | +7.5% | −0.7pp |
| 2025 | −1.0% | −5.6% | +6.7% | −9.4% | −1.4% | −1.5% | +5.6% | +7.6% | −4.7% | +3.3% | −1.6% | +7.4% | +3.7% | +17.7% | −14.0pp |
| 2024 | −5.6% | +1.3% | −7.8% | −8.2% | +7.4% | +1.3% | +8.6% | +3.1% | +2.0% | −0.3% | +14.6% | +19.5% | +37.2% | +24.9% | +12.3pp |
| 2023 | +1.8% | −3.8% | −23.4% | +0.0% | +3.6% | +2.6% | −0.2% | +1.3% | −4.2% | −3.3% | +4.5% | +23.5% | −3.5% | +26.2% | −29.7pp |
| 2022 | −8.3% | −7.3% | −4.2% | −10.1% | +2.1% | −8.6% | −2.8% | −3.4% | −3.9% | −2.3% | −0.6% | +17.8% | −29.4% | −18.2% | −11.3pp |
| 2021 | +4.5% | −3.0% | −6.0% | +5.7% | +3.4% | −2.9% | +0.3% | +4.8% | −0.1% | +7.2% | −0.3% | +19.1% | +35.1% | +28.7% | +6.4pp |
| 2020 | +1.0% | −8.6% | −37.7% | +6.5% | −5.4% | +9.0% | +32.4% | +3.4% | +3.5% | +9.0% | +12.4% | +19.1% | +30.6% | +18.3% | +12.3pp |
| 2019 | +23.2% | +10.9% | −2.0% | +0.1% | +5.3% | +4.5% | −1.0% | +0.2% | +4.2% | +8.5% | +3.1% | −0.9% | +69.0% | +31.2% | +37.8pp |
| 2018 | −7.4% | −5.1% | −4.6% | +4.8% | −6.1% | +0.8% | +1.2% | +3.4% | +3.7% | −8.9% | −4.0% | −16.3% | −33.9% | −4.6% | −29.3pp |
| 2017 | −2.1% | +0.6% | +1.7% | +0.1% | −2.4% | +2.7% | +2.1% | +3.6% | +0.0% | −1.2% | +3.8% | +9.2% | +19.0% | +21.7% | −2.7pp |
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. BNCC 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 ⓘ | 62% | 37% | 37% | 59% | 44% | 56% | 59% | 42% | 46% | 50% | 42% | 38% |
| Median | +3.2% | −1.3% | −3.5% | +1.6% | +0.0% | +0.8% | +1.2% | −1.2% | +0.0% | +0.2% | −0.2% | −1.1% |
| Best | +79.5% | +12.5% | +60.4% | +34.3% | +21.9% | +13.2% | +42.2% | +9.9% | +111.9% | +59.6% | +22.9% | +41.5% |
| Worst | −9.6% | −33.8% | −37.7% | −11.8% | −37.3% | −17.4% | −16.1% | −22.2% | −8.9% | −34.2% | −35.8% | −40.0% |
| vs SPY ⓘ | +5.4pp | −2.2pp | −2.8pp | −0.8pp | −2.4pp | +0.2pp | +1.3pp | −1.9pp | +2.3pp | +0.3pp | −2.1pp | −2.1pp |
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.
