| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BNED | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.6% | −3.4% | +2.1% | +11.7% | +5.1% | +21.2% | −1.1% | — | — | — | — | — | +35.1% | +9.3% | +25.8pp |
| 2025 | +11.5% | −12.8% | +7.6% | +0.3% | +14.2% | −2.2% | −25.0% | −2.3% | +15.3% | −8.2% | +2.4% | −1.7% | −8.5% | +17.7% | −26.2pp |
| 2024 | −42.5% | +12.6% | −24.9% | −71.9% | +121.2% | −85.8% | +66.3% | +22.2% | −28.8% | +0.4% | +17.6% | −8.2% | −93.3% | +24.9% | −118.1pp |
| 2023 | +32.0% | −10.8% | −26.2% | +2.6% | −10.9% | −9.4% | +16.7% | −13.6% | −14.2% | −6.4% | +8.8% | +34.2% | −14.9% | +26.2% | −41.0pp |
| 2022 | −11.6% | −9.0% | −34.7% | −15.1% | −17.4% | +16.7% | −7.5% | −5.5% | −6.3% | +16.3% | −9.0% | −31.1% | −74.3% | −18.2% | −56.1pp |
| 2021 | +26.0% | +10.4% | +25.8% | −2.8% | +3.3% | −11.8% | +15.8% | −2.3% | +22.4% | +3.9% | −32.4% | −3.0% | +46.5% | +28.7% | +17.7pp |
| 2020 | −19.4% | −3.8% | −58.9% | +31.6% | −13.4% | +3.2% | +32.5% | +7.5% | +13.2% | −10.9% | +57.8% | +28.1% | +8.9% | +18.3% | −9.4pp |
| 2019 | +42.6% | +20.5% | −39.0% | +2.4% | −26.3% | +6.0% | +4.2% | +11.4% | −20.0% | +31.7% | +22.6% | −15.3% | +6.5% | +31.2% | −24.7pp |
| 2018 | −19.3% | +9.8% | −5.6% | +4.4% | −11.8% | −11.0% | −0.4% | +6.4% | −3.7% | −0.9% | +16.8% | −39.9% | −51.3% | −4.6% | −46.8pp |
| 2017 | −12.4% | −4.5% | −0.1% | +8.6% | −8.8% | +12.0% | −32.0% | −28.4% | +25.7% | −16.3% | +10.8% | +36.4% | −28.2% | +21.7% | −49.9pp |
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. BNED 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 36% | 27% | 64% | 45% | 55% | 55% | 40% | 36% | 45% | 73% | 36% |
| Median | −2.6% | −3.4% | −8.2% | +2.4% | −8.8% | +3.2% | +4.2% | −2.3% | −3.7% | −0.9% | +10.8% | −3.0% |
| Best | +42.6% | +20.5% | +25.8% | +31.6% | +121.2% | +21.2% | +66.3% | +22.2% | +25.7% | +31.7% | +57.8% | +36.4% |
| Worst | −42.5% | −12.8% | −58.9% | −71.9% | −26.3% | −85.8% | −32.0% | −28.4% | −28.8% | −16.3% | −32.4% | −39.9% |
| vs SPY ⓘ | −4.1pp | −2.5pp | −15.0pp | +1.0pp | −10.2pp | −1.0pp | +2.7pp | −2.4pp | +1.1pp | −1.0pp | +7.8pp | −5.8pp |
131 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
