| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCHI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | −5.4% | −5.1% | +3.0% | −4.4% | −6.6% | +8.5% | — | — | — | — | — | −7.0% | +9.3% | −16.3pp |
| 2025 | +3.3% | +10.7% | +1.5% | −5.0% | +2.2% | +5.3% | +4.2% | +6.8% | +7.4% | −3.5% | −2.2% | −2.2% | +31.0% | +17.7% | +13.3pp |
| 2024 | −10.3% | +6.7% | +1.9% | +5.4% | +4.7% | −3.3% | −1.5% | +0.7% | +21.7% | −3.3% | −3.9% | +0.9% | +17.7% | +24.9% | −7.2pp |
| 2023 | +12.8% | −10.7% | +4.2% | −4.3% | −9.4% | +4.4% | +11.3% | −9.8% | −3.6% | −3.4% | +2.1% | −2.2% | −11.3% | +26.2% | −37.5pp |
| 2022 | −0.3% | −6.4% | −9.8% | −4.6% | +2.6% | +8.4% | −11.0% | +0.0% | −14.3% | −16.4% | +32.1% | +2.6% | −22.8% | −18.2% | −4.6pp |
| 2021 | +8.1% | −0.5% | −6.2% | +0.3% | −0.2% | +1.0% | −13.5% | −0.7% | −4.6% | +2.5% | −5.8% | −3.0% | −21.7% | +28.7% | −50.5pp |
| 2020 | −6.2% | +3.4% | −7.9% | +4.8% | +1.7% | +7.7% | +9.3% | +5.8% | −2.0% | +4.8% | +2.7% | +2.2% | +27.8% | +18.3% | +9.4pp |
| 2019 | +12.7% | +2.4% | +2.8% | +1.7% | −12.9% | +8.1% | −1.6% | −3.5% | −0.6% | +4.3% | +2.0% | +8.4% | +23.7% | +31.2% | −7.5pp |
| 2018 | +12.4% | −7.5% | −0.9% | −2.5% | +3.0% | −5.7% | −1.2% | −4.8% | −1.4% | −11.1% | +7.9% | −7.6% | −19.8% | −4.6% | −15.2pp |
| 2017 | +7.5% | +3.6% | +2.5% | +2.5% | +5.1% | +2.1% | +8.6% | +4.4% | +1.8% | +3.5% | +1.4% | +1.8% | +54.7% | +21.7% | +33.0pp |
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. MCHI 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 ⓘ | 15 | 15 | 15 | 16 | 16 | 16 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 67% | 53% | 47% | 63% | 44% | 63% | 50% | 47% | 40% | 60% | 60% | 47% |
| Median | +3.3% | +2.4% | −0.6% | +1.7% | −0.1% | +1.6% | +1.7% | +0.0% | −0.7% | +2.5% | +1.4% | −2.2% |
| Best | +12.8% | +10.7% | +10.8% | +15.0% | +5.1% | +8.4% | +11.3% | +6.8% | +21.7% | +15.9% | +32.1% | +8.4% |
| Worst | −12.0% | −10.7% | −9.8% | −5.0% | −12.9% | −6.6% | −13.5% | −11.9% | −19.1% | −16.4% | −5.8% | −7.6% |
| vs SPY ⓘ | +3.3pp | −1.5pp | +0.5pp | −1.8pp | −2.4pp | −1.2pp | −0.4pp | −1.8pp | +1.1pp | −1.2pp | −1.6pp | −1.5pp |
184 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
