| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCEM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +10.0% | −4.6% | +0.0% | +18.8% | −3.0% | −4.8% | — | — | — | — | — | +17.2% | +9.3% | +7.8pp |
| 2025 | +4.4% | +2.6% | −5.6% | +10.4% | −0.3% | −0.1% | +0.4% | −3.0% | +0.8% | −7.6% | +1.9% | +9.0% | +11.9% | +17.7% | −5.8pp |
| 2024 | −1.9% | +15.0% | +4.7% | +1.5% | +6.6% | −0.7% | +0.1% | −6.4% | +4.5% | +1.9% | +12.8% | +1.1% | +44.3% | +24.9% | +19.4pp |
| 2023 | −0.5% | +2.0% | +0.9% | +4.5% | −0.3% | +3.5% | +1.7% | +22.9% | +8.4% | −12.9% | +17.0% | −1.5% | +50.4% | +26.2% | +24.2pp |
| 2022 | −0.5% | +7.7% | +17.9% | −13.6% | −3.9% | −6.4% | +2.9% | +1.0% | −1.4% | −3.1% | +0.7% | +6.5% | +4.5% | −18.2% | +22.7pp |
| 2021 | +12.4% | +9.7% | +23.5% | +1.0% | +2.2% | +3.9% | −8.7% | +13.6% | −4.5% | +6.5% | +0.0% | −7.4% | +59.5% | +28.7% | +30.8pp |
| 2020 | −0.6% | −3.4% | −14.8% | −1.0% | +0.0% | +12.5% | −3.7% | +9.7% | −0.2% | −1.6% | +23.4% | +1.3% | +18.1% | +18.3% | −0.2pp |
| 2019 | −3.0% | −0.9% | +0.2% | +1.8% | −0.5% | −3.7% | −6.7% | +7.8% | +0.8% | −3.7% | +1.4% | +1.3% | −5.8% | +31.2% | −37.1pp |
| 2018 | −1.4% | +12.0% | −3.5% | −4.3% | +3.4% | +1.4% | −6.5% | +5.6% | +0.0% | −7.6% | −3.1% | +0.9% | −4.7% | −4.6% | −0.2pp |
| 2017 | −0.2% | −0.8% | +3.8% | +2.1% | +3.8% | −1.0% | −3.1% | +2.4% | +32.0% | +2.2% | +6.6% | +0.9% | +55.0% | +21.7% | +33.3pp |
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. MCEM 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 62% | 48% | 67% | 67% | 52% | 48% | 62% | 62% | 48% | 57% | 67% |
| Median | +0.1% | +1.3% | −0.4% | +1.8% | +1.4% | +0.3% | −0.2% | +2.4% | +0.8% | +0.0% | +1.1% | +1.1% |
| Best | +20.2% | +15.0% | +23.5% | +15.6% | +18.8% | +12.5% | +9.0% | +22.9% | +32.0% | +14.1% | +24.6% | +17.6% |
| Worst | −3.0% | −19.1% | −14.8% | −13.6% | −14.1% | −12.8% | −8.7% | −8.7% | −9.7% | −18.5% | −10.3% | −11.2% |
| vs SPY ⓘ | +1.7pp | +2.7pp | −1.2pp | −1.5pp | +0.9pp | −1.3pp | −4.6pp | +2.4pp | −0.3pp | −0.8pp | −0.6pp | −0.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
