| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FFMGF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +36.1% | −6.7% | −23.6% | −13.6% | +14.5% | +20.7% | −1.8% | — | — | — | — | — | +13.6% | +7.5% | +6.1pp |
| 2025 | +11.1% | −6.5% | +9.7% | +23.7% | −6.8% | +23.7% | −17.0% | +27.2% | +45.4% | +12.4% | +28.9% | +26.1% | +356.4% | +17.7% | +338.7pp |
| 2024 | −8.8% | −18.9% | +25.8% | +21.2% | −6.6% | −11.5% | +8.7% | +2.3% | −2.9% | +0.8% | −6.2% | −11.0% | −15.2% | +24.9% | −40.1pp |
| 2023 | +6.0% | −11.9% | −7.1% | +2.3% | +1.5% | −7.4% | +0.8% | −19.0% | +1.0% | −6.8% | +1.0% | +1.8% | −34.2% | +26.2% | −60.4pp |
| 2022 | −8.7% | +1.8% | −2.2% | −9.5% | −2.5% | −13.9% | +19.2% | −17.1% | −9.1% | +0.1% | −0.1% | +0.0% | −38.0% | −18.2% | −19.8pp |
| 2021 | −0.4% | −4.5% | −4.0% | −3.5% | +14.7% | +16.9% | −15.6% | −11.2% | −14.9% | +5.1% | −3.3% | +0.7% | −23.0% | +28.7% | −51.7pp |
| 2020 | −9.2% | −12.9% | −19.9% | +32.1% | +31.3% | +46.1% | +19.3% | −1.0% | −1.6% | −8.6% | −8.8% | +4.7% | +62.6% | +18.3% | +44.2pp |
| 2019 | +49.3% | +2.2% | −9.3% | −21.5% | −5.5% | −6.8% | +18.6% | +0.9% | −12.7% | −9.7% | +2.2% | +13.2% | +4.4% | +31.2% | −26.8pp |
| 2018 | −15.6% | −13.8% | −3.3% | +11.9% | −0.4% | −12.8% | −4.9% | −11.6% | −8.0% | −15.2% | −9.6% | −8.2% | −62.8% | −4.6% | −58.2pp |
| 2017 | −0.5% | +5.7% | −5.0% | −28.6% | +10.9% | +0.9% | −1.6% | +12.1% | −1.2% | −14.2% | −12.0% | +20.3% | −21.1% | +21.7% | −42.8pp |
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. FFMGF 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 30% | 20% | 50% | 50% | 50% | 50% | 40% | 20% | 40% | 30% | 70% |
| Median | −0.4% | −6.6% | −4.5% | −0.6% | +0.6% | −3.0% | −0.4% | −6.1% | −2.9% | −6.2% | −1.9% | +2.5% |
| Best | +49.3% | +5.7% | +25.8% | +32.1% | +31.3% | +46.1% | +19.3% | +27.2% | +45.4% | +12.4% | +28.9% | +26.1% |
| Worst | −15.6% | −18.9% | −23.6% | −28.6% | −6.8% | −13.9% | −17.0% | −25.7% | −14.9% | −15.2% | −12.0% | −11.0% |
| vs SPY ⓘ | −1.3pp | −5.5pp | −6.7pp | −0.0pp | +1.0pp | −2.7pp | −1.0pp | −10.5pp | −3.1pp | −5.4pp | −6.9pp | +1.1pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
