| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BSET | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.7% | −4.1% | −5.5% | +3.0% | +4.0% | +18.4% | +9.3% | — | — | — | — | — | +18.7% | +9.3% | +9.3pp |
| 2025 | +5.3% | +10.0% | −3.5% | +15.7% | −4.5% | −8.8% | +4.1% | +7.6% | −7.0% | −5.7% | +6.7% | +7.9% | +27.5% | +17.7% | +9.8pp |
| 2024 | −6.6% | +1.2% | −4.8% | −5.3% | +8.7% | −5.3% | −7.5% | +9.5% | +2.0% | −0.4% | +7.3% | −9.2% | −12.1% | +24.9% | −37.0pp |
| 2023 | +11.4% | −3.4% | −4.0% | −19.4% | −4.8% | +11.3% | +17.0% | −12.5% | −3.9% | +5.1% | +8.6% | +0.5% | −0.4% | +26.2% | −26.6pp |
| 2022 | +10.7% | −4.7% | +2.0% | +0.0% | −0.8% | +11.3% | +26.7% | −16.3% | −17.7% | +15.9% | +5.4% | −8.5% | +15.8% | −18.2% | +34.0pp |
| 2021 | −3.5% | +9.7% | +14.9% | +41.3% | −11.3% | −19.6% | −6.4% | −5.1% | −15.7% | −6.7% | −9.1% | +10.0% | −14.5% | +28.7% | −43.3pp |
| 2020 | −26.7% | −18.4% | −44.8% | +25.5% | −4.2% | +14.8% | +19.3% | +44.9% | +8.6% | +7.9% | +7.3% | +29.6% | +28.5% | +18.3% | +10.2pp |
| 2019 | −4.8% | +4.3% | −16.9% | +8.2% | −16.7% | +3.8% | −16.2% | −3.7% | +25.6% | −0.3% | +0.6% | +9.6% | −14.1% | +31.2% | −45.3pp |
| 2018 | −9.7% | −4.8% | −5.7% | −4.3% | −4.4% | −0.4% | −9.3% | −6.1% | −9.0% | −7.1% | +7.2% | −4.7% | −45.7% | −4.6% | −41.1pp |
| 2017 | −7.2% | −2.6% | −1.6% | +11.7% | −0.8% | +27.8% | −2.0% | −3.3% | +5.2% | +2.9% | +0.2% | −2.1% | +26.4% | +21.7% | +4.7pp |
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. BSET 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 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 48% | 52% | 48% | 24% | 52% | 62% | 24% | 33% | 52% | 62% | 57% |
| Median | +5.3% | −0.0% | +2.0% | +0.0% | −4.2% | +0.2% | +4.1% | −3.7% | −6.0% | +0.5% | +5.4% | +0.5% |
| Best | +65.9% | +16.1% | +102.1% | +41.3% | +8.7% | +29.7% | +26.7% | +102.4% | +25.6% | +27.2% | +28.4% | +29.6% |
| Worst | −26.7% | −70.8% | −44.8% | −19.4% | −16.7% | −19.7% | −16.2% | −16.3% | −17.7% | −48.4% | −14.4% | −21.2% |
| vs SPY ⓘ | +3.0pp | −1.2pp | −0.5pp | −1.3pp | −3.8pp | +2.2pp | +2.3pp | −3.6pp | −4.9pp | +0.4pp | −0.5pp | −0.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
