| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAIN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.1% | −10.6% | −5.8% | +5.9% | −7.9% | +2.4% | +4.7% | — | — | — | — | — | −6.5% | +7.5% | −14.0pp |
| 2025 | +6.2% | −1.5% | −6.1% | −4.8% | +6.7% | +4.9% | +9.9% | +2.9% | −3.3% | −10.1% | +2.4% | +5.0% | +10.7% | +17.7% | −7.0pp |
| 2024 | +5.3% | +1.5% | +4.7% | +5.4% | −0.7% | +4.2% | +1.8% | −3.0% | +2.6% | +2.9% | +8.6% | +6.7% | +47.3% | +24.9% | +22.5pp |
| 2023 | +7.6% | +8.1% | −6.2% | +3.3% | −1.6% | +2.1% | +6.2% | −4.0% | +2.0% | −5.6% | +9.0% | +5.9% | +28.2% | +26.2% | +2.1pp |
| 2022 | −0.9% | −0.9% | −2.0% | −4.7% | −4.7% | +1.8% | +16.9% | −6.9% | −18.4% | +10.5% | +4.1% | −2.5% | −11.4% | −18.2% | +6.8pp |
| 2021 | −0.1% | +15.9% | +7.3% | +9.3% | −3.0% | +0.4% | +0.6% | +1.6% | −0.7% | +7.1% | +1.9% | +1.2% | +48.3% | +28.7% | +19.6pp |
| 2020 | +0.4% | −13.9% | −43.9% | +28.2% | +20.4% | +0.4% | −2.0% | +0.5% | −1.6% | −6.7% | +14.5% | +3.6% | −19.5% | +18.3% | −37.9pp |
| 2019 | +9.6% | +6.4% | −4.2% | +6.7% | +0.9% | +4.9% | +4.3% | +3.8% | −1.6% | +0.1% | +0.6% | +1.0% | +36.9% | +31.2% | +5.7pp |
| 2018 | −4.0% | −5.8% | +4.2% | +2.9% | +2.3% | +0.3% | +4.2% | +2.8% | −4.1% | −2.5% | +3.0% | −10.4% | −8.3% | −4.6% | −3.7pp |
| 2017 | −3.3% | +5.0% | +4.5% | +5.1% | −4.3% | +2.1% | +1.2% | +1.6% | +1.9% | +1.5% | +0.9% | −0.4% | +16.6% | +21.7% | −5.1pp |
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. MAIN 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 19 | 19 |
| Positive ⓘ | 63% | 68% | 58% | 74% | 37% | 89% | 74% | 67% | 44% | 56% | 95% | 68% |
| Median | +4.1% | +1.5% | +1.0% | +2.9% | −0.8% | +2.4% | +2.4% | +1.6% | −1.1% | +0.8% | +3.0% | +1.2% |
| Best | +9.6% | +15.9% | +8.9% | +28.2% | +20.4% | +14.7% | +16.9% | +18.2% | +11.5% | +13.1% | +14.5% | +13.6% |
| Worst | −11.3% | −13.9% | −43.9% | −5.9% | −8.8% | −12.8% | −7.3% | −9.2% | −18.4% | −10.1% | −12.6% | −10.4% |
| vs SPY ⓘ | +1.7pp | +1.1pp | −0.5pp | +1.7pp | −2.2pp | +0.8pp | +0.6pp | −0.7pp | +0.0pp | +0.1pp | +2.2pp | −0.1pp |
225 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
