| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCHX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.2% | −10.4% | +5.4% | +12.3% | −4.6% | −3.0% | +9.3% | — | — | — | — | — | +6.0% | +9.3% | −3.3pp |
| 2025 | +14.9% | −1.0% | −18.1% | −9.8% | +8.8% | +36.9% | −11.4% | +1.0% | −7.7% | −3.3% | −7.1% | +2.1% | −5.1% | +17.7% | −22.9pp |
| 2024 | +0.0% | +0.7% | +0.0% | −3.4% | +4.2% | +11.6% | +13.0% | +13.2% | −5.1% | −1.6% | −1.2% | −3.7% | +28.7% | +24.9% | +3.8pp |
| 2023 | +28.1% | +2.4% | −13.3% | +2.7% | +3.7% | +9.3% | −7.5% | −13.3% | −14.7% | −10.3% | +15.4% | −9.3% | −15.0% | +26.2% | −41.2pp |
| 2022 | −2.8% | −19.1% | +17.4% | −24.0% | +10.9% | −31.6% | +48.5% | +5.6% | −18.8% | −4.2% | +5.6% | −5.9% | −35.5% | −18.2% | −17.3pp |
| 2021 | +49.0% | +2.7% | −6.3% | +3.2% | −12.1% | +20.0% | −17.0% | +29.9% | −9.5% | +9.9% | −23.5% | −1.2% | +26.5% | +28.7% | −2.2pp |
| 2020 | −9.8% | −24.0% | −44.0% | +15.2% | −7.2% | +1.9% | −1.3% | +14.7% | +18.4% | −19.3% | +26.3% | −9.3% | −48.1% | +18.3% | −66.5pp |
| 2019 | +50.9% | +8.3% | +9.2% | +0.8% | −8.6% | +7.8% | −7.4% | −21.8% | −7.6% | +5.4% | +21.5% | −6.0% | +42.6% | +31.2% | +11.4pp |
| 2018 | +6.2% | −6.7% | +0.0% | +1.8% | −2.9% | +13.3% | −0.3% | −5.6% | −3.5% | −0.7% | +11.6% | −14.0% | −3.8% | −4.6% | +0.8pp |
| 2017 | +2.3% | −1.5% | +1.9% | −0.4% | +3.7% | +6.0% | −2.7% | +6.6% | +0.0% | +0.3% | +6.5% | −2.1% | +21.9% | +21.7% | +0.2pp |
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. MCHX 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 ⓘ | 43% | 48% | 48% | 52% | 57% | 71% | 29% | 43% | 43% | 48% | 62% | 33% |
| Median | −0.2% | −1.0% | +0.0% | +0.8% | +3.7% | +4.0% | −2.7% | −2.0% | −3.5% | −0.7% | +4.0% | −3.7% |
| Best | +50.9% | +26.8% | +17.4% | +32.0% | +40.2% | +36.9% | +48.5% | +29.9% | +35.9% | +22.5% | +38.9% | +32.1% |
| Worst | −27.7% | −24.0% | −44.0% | −24.0% | −26.3% | −31.6% | −22.4% | −32.2% | −51.6% | −25.4% | −27.1% | −14.0% |
| vs SPY ⓘ | +0.5pp | −3.1pp | −3.0pp | −1.4pp | +2.6pp | +2.8pp | −4.7pp | −4.6pp | −2.0pp | −2.0pp | +0.3pp | −3.6pp |
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.
