| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCHT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.1% | +0.1% | −13.4% | +0.7% | +0.0% | +11.3% | +8.2% | — | — | — | — | — | +4.9% | +7.5% | −2.6pp |
| 2025 | +0.0% | +0.0% | +4.0% | +3.1% | −1.3% | −4.2% | +19.8% | −2.7% | −4.1% | +0.0% | +0.0% | +1.2% | +14.7% | +17.7% | −3.0pp |
| 2024 | +0.0% | −7.3% | −0.5% | −10.8% | −3.7% | +2.7% | +3.7% | −3.6% | +3.7% | +0.0% | −5.7% | −3.5% | −23.3% | +24.9% | −48.1pp |
| 2023 | −0.1% | +0.0% | −26.3% | +14.3% | +0.3% | +1.9% | +11.2% | −10.1% | +0.0% | +6.4% | +2.0% | +0.0% | −6.7% | +26.2% | −32.9pp |
| 2022 | −1.2% | +1.7% | +2.5% | −3.2% | −6.0% | −6.3% | −9.5% | +7.4% | −12.6% | −10.2% | −2.5% | +24.6% | −18.8% | −18.2% | −0.6pp |
| 2021 | +0.0% | +8.7% | +5.8% | +0.0% | +0.0% | −9.1% | +0.4% | −0.4% | +3.2% | −0.8% | +0.1% | −2.8% | +4.1% | +28.7% | −24.6pp |
| 2020 | −6.7% | +0.0% | −28.6% | +15.0% | +8.6% | −2.8% | +20.4% | −6.2% | −11.4% | −4.2% | +0.0% | +5.4% | −18.2% | +18.3% | −36.6pp |
| 2019 | −2.2% | +3.0% | +0.0% | −2.9% | +4.9% | −6.4% | +0.1% | −0.1% | +6.9% | −4.1% | +3.6% | +8.3% | +10.5% | +31.2% | −20.7pp |
| 2018 | +2.0% | −6.8% | +0.0% | +4.5% | +4.3% | −4.6% | +1.4% | +3.4% | +0.3% | +3.6% | −2.5% | −1.1% | +3.8% | −4.6% | +8.4pp |
| 2017 | −3.6% | +5.7% | −6.4% | +5.0% | +1.8% | +0.0% | −3.1% | +3.2% | −1.8% | +0.7% | +10.3% | +1.7% | +12.9% | +21.7% | −8.8pp |
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. MCHT 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 13 | 14 | 14 | 14 |
| Positive ⓘ | 14% | 43% | 50% | 50% | 57% | 29% | 71% | 31% | 46% | 29% | 50% | 64% |
| Median | −0.1% | +0.0% | +0.5% | +0.3% | +0.9% | −0.6% | +0.7% | −0.1% | +0.0% | +0.0% | +0.0% | +2.4% |
| Best | +2.0% | +8.7% | +8.9% | +15.0% | +8.6% | +11.3% | +20.4% | +7.4% | +6.9% | +6.4% | +10.3% | +24.6% |
| Worst | −6.7% | −7.3% | −28.6% | −10.8% | −6.0% | −9.1% | −9.5% | −10.1% | −12.6% | −10.2% | −5.7% | −3.5% |
| vs SPY ⓘ | −2.2pp | +0.4pp | −1.6pp | −0.7pp | −0.4pp | −1.4pp | −1.7pp | +0.2pp | +1.0pp | −2.1pp | −2.7pp | +1.8pp |
166 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
