| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LMB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +6.3% | −14.6% | +27.8% | −22.4% | −0.6% | −12.1% | — | — | — | — | — | −13.1% | +7.5% | −20.6pp |
| 2025 | +8.1% | −10.3% | −10.3% | +28.6% | +33.9% | +9.3% | −2.2% | −16.4% | −15.2% | −2.7% | −25.1% | +10.0% | −9.0% | +17.7% | −26.7pp |
| 2024 | −5.4% | +14.5% | −15.9% | +9.4% | +25.9% | −0.3% | +11.9% | +1.4% | +17.2% | +0.3% | +31.0% | −14.0% | +88.1% | +24.9% | +63.2pp |
| 2023 | +23.6% | +9.9% | +22.3% | −2.1% | +23.0% | +18.7% | +6.8% | +36.8% | −12.2% | −6.1% | +27.9% | +19.3% | +336.8% | +26.2% | +310.6pp |
| 2022 | −6.1% | −8.9% | −9.7% | −9.4% | −15.8% | +0.8% | +0.2% | +50.1% | −5.4% | +9.5% | +43.5% | −12.8% | +15.7% | −18.2% | +33.8pp |
| 2021 | +17.6% | −15.3% | −14.0% | +4.4% | −14.1% | −2.2% | −3.7% | −11.4% | −16.2% | +6.2% | +0.3% | +27.7% | −27.0% | +28.7% | −55.7pp |
| 2020 | +5.8% | +3.8% | −31.3% | +6.8% | −6.4% | +29.8% | +0.5% | +45.7% | +97.4% | −16.5% | +32.7% | +4.1% | +226.2% | +18.3% | +207.9pp |
| 2019 | +53.5% | +2.3% | +31.1% | +20.1% | −0.5% | +0.6% | −2.4% | −45.5% | +1.9% | −8.7% | −33.3% | +26.0% | +2.7% | +31.2% | −28.5pp |
| 2018 | +1.3% | −13.2% | +0.5% | +2.8% | −5.6% | −0.3% | −5.2% | −15.6% | +19.3% | −15.8% | −57.7% | −8.2% | −73.4% | −4.6% | −68.8pp |
| 2017 | −2.1% | −0.7% | +1.6% | −9.2% | −8.2% | +3.3% | −1.4% | +9.9% | +3.7% | +3.9% | −3.0% | +1.9% | −1.9% | +21.7% | −23.6pp |
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. LMB 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 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 45% | 36% | 73% | 27% | 55% | 36% | 60% | 60% | 50% | 60% | 60% |
| Median | +7.0% | +0.0% | −9.7% | +4.4% | −5.6% | +0.6% | −1.4% | +5.7% | +2.8% | −1.2% | +0.2% | +3.0% |
| Best | +53.5% | +14.5% | +31.1% | +28.6% | +33.9% | +29.8% | +11.9% | +50.1% | +97.4% | +21.3% | +43.5% | +27.7% |
| Worst | −6.1% | −15.3% | −31.3% | −9.4% | −22.4% | −6.5% | −12.1% | −45.5% | −16.2% | −16.5% | −57.7% | −14.0% |
| vs SPY ⓘ | +5.6pp | −0.9pp | −7.8pp | +0.0pp | −8.0pp | +0.4pp | −4.8pp | +4.3pp | +2.8pp | −2.4pp | −1.2pp | +0.6pp |
126 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
