No volume data stored for MAPTX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAPTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.9% | +4.8% | −11.1% | +16.6% | +11.8% | +1.2% | −14.3% | — | — | — | — | — | +14.6% | +9.3% | +5.2pp |
| 2025 | −0.3% | +2.8% | −2.7% | −0.7% | +5.1% | +2.6% | +6.8% | +2.3% | +7.7% | +3.8% | −3.4% | +3.2% | +30.1% | +17.7% | +12.3pp |
| 2024 | −6.2% | +4.1% | +1.2% | +1.0% | +2.7% | +3.2% | −1.8% | −0.2% | +7.1% | −3.8% | −1.9% | −1.6% | +3.2% | +24.9% | −21.6pp |
| 2023 | +9.3% | −7.1% | +2.7% | −3.9% | −4.4% | +3.0% | +6.3% | −7.3% | −4.0% | −3.7% | +4.2% | +1.5% | −4.8% | +26.2% | −31.0pp |
| 2022 | −2.7% | −4.1% | −5.2% | −4.8% | +1.9% | −3.2% | −1.0% | +0.2% | −12.1% | −8.1% | +21.9% | −2.3% | −20.7% | −18.2% | −2.5pp |
| 2021 | +4.0% | +0.4% | −2.7% | +1.2% | +1.4% | +1.3% | −5.9% | −0.3% | −3.4% | +2.9% | −3.8% | +0.7% | −4.6% | +28.7% | −33.3pp |
| 2020 | −5.9% | −1.4% | −14.7% | +8.1% | +1.2% | +10.0% | +11.3% | +2.6% | −0.8% | +2.2% | +6.7% | +3.3% | +21.6% | +18.3% | +3.2pp |
| 2019 | +5.1% | +0.3% | +2.0% | +0.4% | −5.5% | +5.4% | −2.4% | −2.5% | +0.9% | +1.0% | +0.9% | +1.6% | +7.0% | +31.2% | −24.2pp |
| 2018 | +4.9% | −5.1% | −0.3% | −1.5% | −0.1% | −3.1% | +0.1% | −0.2% | −2.3% | −7.0% | +5.5% | −6.3% | −15.2% | −4.6% | −10.6pp |
| 2017 | +5.1% | +3.4% | +3.7% | +2.8% | +3.1% | +0.6% | +2.5% | +1.4% | +0.7% | +4.1% | +2.3% | +3.1% | +38.1% | +21.7% | +16.4pp |
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. MAPTX 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 65% | 53% | 71% | 53% | 76% | 59% | 50% | 44% | 69% | 50% | 56% |
| Median | +3.1% | +1.0% | +0.8% | +0.9% | +0.0% | +2.3% | +1.6% | +0.0% | −0.4% | +1.3% | +0.0% | +0.6% |
| Best | +9.3% | +4.8% | +10.3% | +16.6% | +11.8% | +10.0% | +11.3% | +2.6% | +11.4% | +8.8% | +21.9% | +4.6% |
| Worst | −6.2% | −7.1% | −14.7% | −4.8% | −8.6% | −6.1% | −14.3% | −10.4% | −12.9% | −8.1% | −4.5% | −6.3% |
| vs SPY ⓘ | −0.5pp | −1.1pp | +0.2pp | +0.4pp | −1.1pp | −0.0pp | −1.2pp | −1.7pp | +1.0pp | −1.1pp | −2.9pp | −0.8pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
