| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BUFG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.9% | −0.3% | −3.0% | +6.6% | +2.3% | +0.1% | −0.9% | — | — | — | — | — | +5.5% | +7.5% | −2.0pp |
| 2025 | +1.8% | −0.6% | −4.1% | −0.5% | +4.6% | +3.2% | +1.7% | +1.7% | +2.0% | +0.8% | +0.7% | +0.7% | +12.3% | +17.7% | −5.4pp |
| 2024 | +1.3% | +2.7% | +1.7% | −2.1% | +3.5% | +1.7% | +0.7% | +1.9% | +1.2% | −0.7% | +3.5% | −1.1% | +15.1% | +24.9% | −9.8pp |
| 2023 | +4.4% | −1.3% | +2.4% | +1.3% | +0.5% | +4.5% | +2.6% | −1.4% | −3.7% | −1.4% | +6.7% | +2.9% | +18.5% | +26.2% | −7.7pp |
| 2022 | −2.9% | −1.8% | +2.3% | −6.2% | +0.6% | −5.7% | +6.2% | −2.9% | −7.3% | +6.4% | +3.7% | −3.5% | −11.6% | −18.2% | +6.6pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −1.2% | +2.5% | +1.2% | +28.7% | −27.5pp |
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. BUFG 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% | 20% | 60% | 40% | 100% | 80% | 80% | 50% | 50% | 50% | 80% | 60% |
| Median | +1.3% | −0.6% | +1.7% | −0.5% | +2.3% | +1.7% | +1.7% | +0.2% | −1.2% | +0.0% | +3.5% | +0.7% |
| Best | +4.4% | +2.7% | +2.4% | +6.6% | +4.6% | +4.5% | +6.2% | +1.9% | +2.0% | +6.4% | +6.7% | +2.9% |
| Worst | −2.9% | −1.8% | −4.1% | −6.2% | +0.5% | −5.7% | −0.9% | −2.9% | −7.3% | −1.4% | −1.2% | −3.5% |
| vs SPY ⓘ | −0.6pp | +0.7pp | −1.3pp | +0.3pp | −1.6pp | −1.9pp | −0.6pp | −0.1pp | +0.1pp | −0.7pp | −1.8pp | +0.6pp |
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.
