| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAGX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.2% | −15.3% | −11.6% | +29.4% | +11.8% | −17.3% | −4.4% | — | — | — | — | — | −14.4% | +7.5% | −22.0pp |
| 2025 | +2.6% | −1.1% | — | — | — | — | +0.4% | +3.2% | +16.0% | +8.4% | −4.3% | −0.2% | +26.2% | +17.7% | +8.4pp |
| 2024 · part | — | — | +3.0% | −5.1% | +15.3% | +18.9% | −2.9% | −3.4% | +12.0% | −1.1% | +15.9% | +12.1% | +81.1% | +24.9% | +56.2pp |
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. MAGX 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 50% | 50% | 100% | 50% | 33% | 50% | 100% | 50% | 50% | 50% |
| Median | +1.2% | −8.2% | −4.3% | +12.2% | +13.6% | +0.8% | −2.9% | −0.1% | +14.0% | +3.6% | +5.8% | +6.0% |
| Best | +2.6% | −1.1% | +3.0% | +29.4% | +15.3% | +18.9% | +0.4% | +3.2% | +16.0% | +8.4% | +15.9% | +12.1% |
| Worst | −0.2% | −15.3% | −11.6% | −5.1% | +11.8% | −17.3% | −4.4% | −3.4% | +12.0% | −1.1% | −4.3% | −0.2% |
| vs SPY ⓘ | −0.9pp | −7.1pp | −3.5pp | +8.9pp | +8.4pp | −0.4pp | −2.1pp | −2.3pp | +11.1pp | +2.9pp | +2.7pp | +7.1pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
