| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.6% | −1.2% | −9.0% | +16.4% | +18.4% | +2.9% | −11.7% | — | — | — | — | — | +14.4% | +7.5% | +6.9pp |
| 2025 | +4.3% | −3.0% | −8.9% | +2.1% | +9.8% | +5.4% | +3.0% | +2.3% | +4.8% | +7.2% | −6.5% | +2.6% | +23.7% | +17.7% | +5.9pp |
| 2024 | +6.5% | +4.1% | +1.0% | −5.3% | +5.7% | +4.1% | −4.9% | −0.4% | +1.4% | +1.3% | +4.5% | −0.6% | +18.0% | +24.9% | −6.9pp |
| 2023 | +17.9% | −4.5% | +3.7% | −2.3% | +6.3% | +4.9% | +2.5% | −3.0% | −6.2% | −1.8% | +12.0% | −0.3% | +30.1% | +26.2% | +3.9pp |
| 2022 | — | — | — | — | — | — | — | — | — | −46.9% | +4.3% | −11.6% | −51.0% | −18.2% | −32.8pp |
| 2021 · part | +1.6% | +10.3% | −9.4% | +8.8% | — | — | — | — | — | — | — | — | +10.4% | +28.7% | −18.3pp |
| 2020 | +3.0% | −9.2% | −7.7% | +16.0% | +6.4% | +6.7% | +7.5% | +9.6% | −3.3% | −1.4% | +15.8% | +8.4% | +60.2% | +18.3% | +41.9pp |
| 2019 | +14.0% | +3.3% | +1.4% | +3.8% | −9.5% | +4.9% | +4.6% | −2.2% | −3.1% | +0.4% | +6.5% | −2.8% | +21.1% | +31.2% | −10.2pp |
| 2018 | +11.1% | +3.7% | −2.1% | +2.6% | +9.5% | −0.4% | −0.7% | +5.7% | +0.5% | −18.3% | +3.4% | −8.4% | +3.0% | −4.6% | +7.5pp |
| 2017 | +6.5% | +2.9% | +7.6% | +2.0% | +4.9% | −1.9% | +7.0% | +1.0% | +1.7% | +9.1% | −0.5% | +0.6% | +48.8% | +21.7% | +27.1pp |
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. BST 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 | 10 | 10 | 10 | 9 | 9 | 10 | 11 | 11 |
| Positive ⓘ | 91% | 55% | 45% | 73% | 90% | 60% | 70% | 56% | 56% | 60% | 64% | 36% |
| Median | +4.3% | +0.6% | −0.7% | +2.1% | +6.0% | +3.5% | +2.8% | +1.0% | +0.5% | +0.6% | +3.4% | −0.6% |
| Best | +17.9% | +10.3% | +12.1% | +16.4% | +18.4% | +6.7% | +8.2% | +9.6% | +4.8% | +9.1% | +15.8% | +8.4% |
| Worst | −7.4% | −9.2% | −9.4% | −5.3% | −9.5% | −1.9% | −11.7% | −4.4% | −6.2% | −46.9% | −6.5% | −11.6% |
| vs SPY ⓘ | +4.7pp | −1.1pp | −0.1pp | +1.0pp | +2.8pp | −0.2pp | −0.0pp | +0.7pp | −0.3pp | +0.7pp | −1.3pp | −0.6pp |
124 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
