| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LTMCF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.7% | +0.7% | +0.7% | +14.3% | +1.8% | −21.0% | +5.7% | — | — | — | — | — | −0.6% | +9.3% | −10.0pp |
| 2025 | −10.6% | −11.5% | −5.8% | +8.1% | −14.3% | +28.0% | −9.2% | +0.9% | −23.9% | −1.5% | +10.7% | +14.2% | −23.3% | +17.7% | −41.0pp |
| 2024 | +11.3% | +19.9% | +8.4% | +0.7% | −1.4% | −13.3% | −16.4% | +5.0% | −4.1% | +14.3% | −4.3% | +19.5% | +37.0% | +24.9% | +12.1pp |
| 2023 | +37.6% | +3.1% | +9.7% | −19.4% | +16.6% | +0.8% | −3.3% | −6.2% | −2.8% | −23.6% | −2.7% | −0.5% | −4.0% | +26.2% | −30.1pp |
| 2022 | +26.3% | −9.3% | +11.2% | −14.1% | −14.1% | −18.3% | +12.2% | −18.7% | −9.8% | +12.0% | +15.4% | −13.6% | −29.3% | −18.2% | −11.2pp |
| 2021 | +48.1% | +108.8% | −29.6% | +9.6% | −16.3% | −22.5% | −16.6% | +47.7% | +25.0% | +25.8% | +24.5% | −7.9% | +243.7% | +28.7% | +215.0pp |
| 2020 | −2.1% | −20.5% | −28.4% | −20.5% | +69.4% | +16.2% | +35.5% | +30.9% | −59.1% | +0.4% | +35.5% | +15.2% | −1.1% | +18.3% | −19.4pp |
| 2019 | −3.0% | −8.7% | +22.9% | −6.7% | −21.4% | +0.9% | −4.2% | −8.5% | −10.0% | −22.9% | +33.6% | −34.4% | −57.0% | +31.2% | −88.3pp |
| 2018 · part | — | — | −4.5% | — | +0.6% | +4.0% | −14.2% | −3.0% | −9.0% | −14.9% | −13.3% | −1.5% | −45.0% | −4.6% | −40.4pp |
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. LTMCF 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 ⓘ | 8 | 8 | 9 | 8 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 50% | 56% | 50% | 44% | 56% | 33% | 50% | 13% | 50% | 63% | 38% |
| Median | +6.0% | −4.0% | +0.7% | −3.0% | −1.4% | +0.8% | −4.2% | −1.0% | −9.4% | −0.6% | +13.0% | −1.0% |
| Best | +48.1% | +108.8% | +22.9% | +14.3% | +69.4% | +28.0% | +35.5% | +47.7% | +25.0% | +25.8% | +35.5% | +19.5% |
| Worst | −10.6% | −20.5% | −29.6% | −20.5% | −21.4% | −22.5% | −16.6% | −18.7% | −59.1% | −23.6% | −13.3% | −34.4% |
| vs SPY ⓘ | +4.5pp | −2.4pp | +5.1pp | −0.8pp | −6.5pp | −6.1pp | −6.5pp | −2.9pp | −7.9pp | −0.5pp | +10.2pp | +1.2pp |
100 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
