| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BTRMF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | +45.9% | −19.0% | +12.9% | −17.5% | +2.6% | +4.5% | — | — | — | — | — | +23.1% | +9.3% | +13.8pp |
| 2025 | +90.9% | +28.4% | −33.4% | +30.9% | −72.1% | +230.1% | +1.4% | +14.3% | +55.1% | −20.7% | +11.8% | −15.1% | +166.1% | +17.7% | +148.4pp |
| 2024 | −3.3% | +1.8% | −3.7% | −27.6% | +12.3% | −19.6% | −5.3% | −33.3% | −5.5% | −9.8% | +11.5% | −2.5% | −63.7% | +24.9% | −88.6pp |
| 2023 | +58.9% | −34.5% | +3.8% | +35.2% | −13.8% | −9.3% | +1.6% | −6.0% | −16.2% | −11.0% | +1.0% | +7.6% | −11.7% | +26.2% | −37.9pp |
| 2022 | +2.4% | −20.0% | +5.9% | −1.3% | −62.1% | +36.4% | +0.1% | +18.6% | −1.7% | −5.7% | −7.9% | −27.9% | −67.7% | −18.2% | −49.5pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −16.9% | +3.7% | −13.8% | +28.7% | −42.5pp |
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. BTRMF 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 80% | 60% | 40% | 60% | 20% | 60% | 80% | 50% | 25% | 0% | 60% | 40% |
| Median | +4.3% | +1.8% | −3.7% | +12.9% | −17.5% | +2.6% | +1.4% | +4.2% | −3.6% | −10.4% | +1.0% | −2.5% |
| Best | +90.9% | +45.9% | +5.9% | +35.2% | +12.3% | +230.1% | +4.5% | +18.6% | +55.1% | −5.7% | +11.8% | +7.6% |
| Worst | −3.3% | −34.5% | −33.4% | −27.6% | −72.1% | −19.6% | −5.3% | −33.3% | −16.2% | −20.7% | −16.9% | −27.9% |
| vs SPY ⓘ | +7.6pp | −3.4pp | −7.0pp | +7.4pp | −22.8pp | +3.6pp | −1.7pp | +3.9pp | −0.0pp | −11.4pp | −8.1pp | −0.9pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
