| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCVT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | — | — | +664.2% | +5.8% | +2.2% | +5.4% | −1.4% | — | — | — | — | — | +759.1% | +9.3% | +749.8pp |
| 2025 · part | +56.7% | −35.6% | −18.0% | −3.4% | +15.4% | +1.7% | +202.7% | +25.1% | −44.3% | −15.5% | — | — | +67.0% | +17.7% | +49.3pp |
| 2024 | +7.8% | +1.1% | −0.7% | −5.7% | +1.6% | +17.3% | −14.1% | +13.7% | −22.7% | −8.4% | −3.9% | −1.4% | −20.3% | +24.9% | −45.2pp |
| 2023 | +6.9% | +3.6% | −4.4% | +7.8% | −4.7% | +8.1% | −12.4% | +11.4% | +29.8% | −4.9% | −8.6% | −7.5% | +19.5% | +26.2% | −6.7pp |
| 2022 | −24.7% | −16.4% | +65.2% | −7.9% | −27.1% | +37.3% | −2.9% | −56.9% | −32.1% | −1.8% | −7.3% | +0.5% | −75.1% | −18.2% | −56.9pp |
| 2021 | +38.9% | +13.3% | +35.3% | +8.7% | −32.0% | +1.2% | +7.0% | +3.3% | −17.9% | +5.2% | −10.0% | +1.4% | +38.6% | +28.7% | +9.9pp |
| 2020 | −14.3% | −1.3% | −6.2% | +0.0% | +24.0% | −3.4% | −1.5% | +3.4% | +37.7% | −10.7% | +6.7% | +254.4% | +350.0% | +18.3% | +331.6pp |
| 2019 | −0.1% | +40.4% | −7.0% | +0.0% | −17.1% | +0.9% | −21.0% | +0.0% | +27.3% | −6.5% | +29.1% | −11.3% | +17.4% | +31.2% | −13.9pp |
| 2018 | −23.8% | −1.6% | −16.7% | −10.0% | +26.7% | +3.5% | −23.7% | +33.3% | +0.0% | −58.3% | +120.0% | +3.7% | −28.7% | −4.6% | −24.1pp |
| 2017 | — | +0.0% | +0.0% | −17.5% | +0.0% | +21.2% | +0.0% | +0.0% | +0.0% | +0.0% | −6.7% | +14.3% | +6.7% | +21.7% | −15.0pp |
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. MCVT 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 ⓘ | 8 | 9 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 8 | 9 |
| Positive ⓘ | 50% | 44% | 30% | 30% | 50% | 90% | 20% | 60% | 30% | 11% | 38% | 67% |
| Median | +3.4% | +0.0% | −2.6% | −1.7% | +0.8% | +4.5% | −2.2% | +3.3% | +0.0% | −6.5% | −5.3% | +1.4% |
| Best | +56.7% | +40.4% | +664.2% | +8.7% | +26.7% | +37.3% | +202.7% | +33.3% | +37.7% | +5.2% | +120.0% | +254.4% |
| Worst | −24.7% | −35.6% | −18.0% | −17.5% | −32.0% | −3.4% | −23.7% | −56.9% | −44.3% | −58.3% | −10.0% | −11.3% |
| vs SPY ⓘ | −3.7pp | +2.0pp | −2.1pp | −3.3pp | −3.3pp | +2.3pp | −9.7pp | +1.0pp | −1.3pp | −8.2pp | −9.5pp | +6.3pp |
113 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
