| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MARUY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.1% | +14.8% | −4.6% | +7.0% | −18.4% | −8.3% | +13.6% | — | — | — | — | — | +19.7% | +9.3% | +10.4pp |
| 2025 | −1.1% | +5.4% | +4.7% | +10.6% | +14.3% | −0.6% | +2.5% | +9.9% | +9.9% | −1.5% | +7.1% | +4.5% | +87.4% | +17.7% | +69.7pp |
| 2024 | +8.8% | −3.7% | +5.4% | +3.2% | +9.6% | −4.8% | +0.5% | −8.8% | −2.7% | −7.6% | −0.4% | +0.1% | −2.3% | +24.9% | −27.2pp |
| 2023 | +7.0% | +4.2% | +5.5% | +5.5% | +0.4% | +19.8% | +4.3% | −8.1% | −4.9% | −5.5% | +6.5% | +0.1% | +36.9% | +26.2% | +10.7pp |
| 2022 | +6.2% | +1.5% | +11.1% | −4.0% | −6.8% | −14.0% | +3.6% | +11.8% | −14.6% | −1.8% | +29.9% | +1.1% | +17.8% | −18.2% | +36.0pp |
| 2021 | +0.7% | +12.3% | +11.3% | −0.7% | +7.8% | −3.3% | −2.6% | −6.5% | +6.8% | −0.1% | +6.1% | +8.4% | +45.5% | +28.7% | +16.8pp |
| 2020 | −3.8% | −6.4% | −27.7% | −2.8% | +2.6% | −8.1% | +10.2% | +24.0% | −7.8% | −7.6% | +11.7% | +14.0% | −11.5% | +18.3% | −29.9pp |
| 2019 | +5.6% | −4.1% | −3.0% | +2.3% | −13.2% | +6.5% | −1.3% | −3.0% | +9.5% | +0.6% | +5.0% | +2.3% | +5.3% | +31.2% | −26.0pp |
| 2018 | +6.2% | +1.7% | −4.7% | +4.4% | +2.3% | −3.1% | +3.2% | +5.5% | +11.2% | −11.9% | −7.6% | −3.4% | +1.5% | −4.6% | +6.0pp |
| 2017 | +7.7% | +6.9% | −5.6% | +0.6% | −0.3% | +4.7% | +2.0% | −1.0% | +4.8% | −0.8% | −3.3% | +8.1% | +25.3% | +21.7% | +3.6pp |
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. MARUY 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 ⓘ | 63% | 71% | 59% | 59% | 41% | 29% | 71% | 44% | 50% | 38% | 56% | 69% |
| Median | +4.1% | +2.6% | +0.6% | +2.0% | −2.0% | −3.1% | +3.0% | −1.2% | +0.5% | −0.7% | +2.7% | +1.1% |
| Best | +20.1% | +14.8% | +11.3% | +10.6% | +14.3% | +19.8% | +13.6% | +24.0% | +11.9% | +17.6% | +29.9% | +14.0% |
| Worst | −8.4% | −6.4% | −27.7% | −6.8% | −18.4% | −14.0% | −3.3% | −15.3% | −14.6% | −11.9% | −7.6% | −7.3% |
| vs SPY ⓘ | +0.4pp | +3.0pp | −1.9pp | −0.4pp | −2.2pp | −2.1pp | −0.7pp | −1.1pp | +1.3pp | −3.6pp | −0.0pp | +0.9pp |
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.
