| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FBIN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.2% | +0.9% | −28.3% | +4.0% | −3.3% | +41.0% | −10.3% | — | — | — | — | — | −0.4% | +9.3% | −9.7pp |
| 2025 | +4.9% | −9.4% | −5.9% | −11.6% | −5.9% | +2.1% | +5.9% | +7.8% | −8.8% | −4.9% | +2.2% | −3.1% | −25.4% | +17.7% | −43.1pp |
| 2024 | +1.9% | +5.1% | +4.1% | −13.7% | −3.8% | −7.3% | +24.4% | −1.4% | +12.7% | −6.9% | −5.7% | −12.7% | −9.1% | +24.9% | −34.0pp |
| 2023 | +13.0% | −3.6% | −5.2% | +10.1% | −6.2% | +19.0% | −1.2% | −2.6% | −9.9% | −10.2% | +23.1% | +11.3% | +35.2% | +26.2% | +9.1pp |
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. FBIN 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 100% | 50% | 25% | 50% | 0% | 75% | 50% | 33% | 33% | 0% | 67% | 33% |
| Median | +6.5% | −1.3% | −5.6% | −3.8% | −4.9% | +10.6% | +2.4% | −1.4% | −8.8% | −6.9% | +2.2% | −3.1% |
| Best | +13.0% | +5.1% | +4.1% | +10.1% | −3.3% | +41.0% | +24.4% | +7.8% | +12.7% | −4.9% | +23.1% | +11.3% |
| Worst | +1.9% | −9.4% | −28.3% | −13.7% | −6.2% | −7.3% | −10.3% | −2.6% | −9.9% | −10.2% | −5.7% | −12.7% |
| vs SPY ⓘ | +4.4pp | −0.6pp | −4.6pp | −8.1pp | −8.7pp | +4.8pp | −0.4pp | −0.9pp | −5.2pp | −7.2pp | +2.0pp | −3.2pp |
43 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
