| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +8.1% | −6.8% | +15.0% | +3.6% | +12.6% | +3.6% | — | — | — | — | — | +43.6% | +7.5% | +36.0pp |
| 2025 | +4.3% | −13.2% | −3.9% | −14.6% | +10.4% | +1.1% | +3.3% | +10.1% | −0.2% | −5.8% | +1.2% | +7.3% | −3.7% | +17.7% | −21.4pp |
| 2024 | +2.3% | +5.0% | +5.0% | −20.1% | +11.1% | +2.1% | +3.7% | +0.9% | +14.2% | +2.5% | +14.4% | −6.1% | +34.5% | +24.9% | +9.6pp |
| 2023 | +22.0% | −11.9% | −11.3% | −5.8% | −1.8% | +16.9% | +13.1% | −7.0% | −6.7% | −10.9% | +19.9% | +34.5% | +45.7% | +26.2% | +19.5pp |
| 2022 | −4.3% | −6.6% | +2.2% | −19.8% | −5.2% | −25.9% | +21.8% | −8.6% | −17.0% | +40.2% | +15.7% | −11.3% | −31.6% | −18.2% | −13.4pp |
| 2021 | +47.1% | −16.7% | −9.4% | +17.9% | +16.7% | +14.7% | −10.7% | +5.8% | −2.2% | +8.3% | +5.0% | −8.4% | +68.5% | +28.7% | +39.8pp |
| 2020 | −17.1% | −5.5% | −72.4% | +34.8% | −8.8% | +31.7% | −14.9% | +5.9% | −14.4% | +2.5% | +46.8% | +6.7% | −56.7% | +18.3% | −75.0pp |
| 2019 | +6.7% | −3.9% | −0.6% | −7.4% | −7.9% | −7.8% | −1.3% | −11.5% | +10.7% | −12.9% | +0.5% | −0.0% | −32.2% | +31.2% | −63.4pp |
| 2018 | −1.7% | −7.6% | −5.0% | +2.9% | −2.2% | +2.2% | +3.9% | +0.7% | −5.9% | −6.6% | −1.1% | −13.9% | −30.6% | −4.6% | −26.0pp |
| 2017 | −3.0% | −0.9% | −4.4% | −3.1% | −7.0% | +1.1% | −1.2% | −6.9% | +4.2% | −0.7% | +20.1% | +1.4% | −2.8% | +21.7% | −24.5pp |
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. MAC 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 60% | 40% | 47% | 47% | 47% | 73% | 60% | 47% | 33% | 53% | 73% | 67% |
| Median | +2.4% | −2.0% | −0.6% | −3.0% | −1.8% | +2.1% | +3.3% | −3.0% | −2.2% | +2.5% | +1.8% | +3.2% |
| Best | +47.1% | +8.1% | +7.1% | +34.8% | +16.7% | +31.7% | +21.8% | +10.1% | +14.2% | +40.2% | +46.8% | +34.5% |
| Worst | −17.1% | −16.7% | −72.4% | −20.1% | −8.8% | −25.9% | −14.9% | −11.5% | −17.0% | −12.9% | −3.1% | −13.9% |
| vs SPY ⓘ | +1.0pp | −3.9pp | −1.9pp | −4.0pp | −1.5pp | −0.6pp | +0.2pp | −2.4pp | −1.9pp | +1.2pp | +2.2pp | +0.8pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
