| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MDGL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −16.0% | −11.7% | +21.2% | −1.2% | −3.9% | +8.0% | +1.8% | — | — | — | — | — | −6.1% | +7.5% | −13.6pp |
| 2025 | +8.5% | +1.9% | −2.9% | +0.8% | −17.6% | +9.9% | −0.0% | +44.7% | +4.8% | −8.7% | +42.5% | −2.5% | +88.7% | +17.7% | +71.0pp |
| 2024 | −6.3% | +9.0% | +13.1% | −23.6% | +15.8% | +18.6% | +1.6% | −13.2% | −14.1% | +22.2% | +26.5% | −6.0% | +33.4% | +24.9% | +8.5pp |
| 2023 | −0.7% | −6.0% | −10.6% | +28.8% | −10.8% | −17.0% | −11.1% | −12.3% | −18.9% | −10.0% | +54.7% | +13.8% | −20.3% | +26.2% | −46.5pp |
| 2022 | −32.1% | +61.3% | +5.7% | −28.7% | −5.2% | +7.8% | −12.2% | +14.8% | −9.9% | +9.0% | −1.0% | +314.0% | +242.5% | −18.2% | +260.7pp |
| 2021 | +6.8% | +2.0% | −3.5% | +16.4% | −17.5% | −13.3% | −10.4% | −5.2% | −3.6% | −2.6% | +6.4% | +2.5% | −23.8% | +28.7% | −52.5pp |
| 2020 | −8.9% | +3.8% | −22.5% | +25.3% | +38.6% | −2.4% | −9.4% | +5.0% | +10.2% | +7.2% | −8.2% | −4.8% | +22.0% | +18.3% | +3.7pp |
| 2019 | +2.7% | +13.4% | −4.6% | −15.3% | −12.9% | +13.4% | −16.7% | +6.2% | −7.0% | +7.2% | +19.8% | −17.7% | −19.2% | +31.2% | −50.4pp |
| 2018 | +61.7% | −15.1% | −7.3% | −3.1% | +134.7% | +5.3% | −8.1% | −6.9% | −10.5% | −10.9% | −39.4% | −2.5% | +22.8% | −4.6% | +27.4pp |
| 2017 | +2.6% | +2.1% | −1.3% | +7.1% | −7.8% | +6.8% | −4.7% | +10.2% | +163.3% | +11.1% | +0.7% | +82.3% | +516.0% | +21.7% | +494.3pp |
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. MDGL 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 ⓘ | 19 | 19 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 47% | 63% | 35% | 55% | 35% | 45% | 35% | 47% | 47% | 47% | 63% | 53% |
| Median | −0.7% | +2.0% | −4.0% | +0.9% | −5.0% | −1.3% | −4.5% | −5.2% | −3.6% | −1.7% | +6.4% | +2.5% |
| Best | +61.7% | +61.3% | +57.4% | +66.7% | +134.7% | +18.6% | +34.5% | +53.9% | +163.3% | +30.1% | +54.7% | +314.0% |
| Worst | −32.1% | −84.5% | −30.3% | −28.7% | −28.0% | −44.0% | −16.7% | −24.7% | −24.8% | −61.5% | −39.4% | −17.7% |
| vs SPY ⓘ | −5.9pp | −0.7pp | −5.3pp | +0.7pp | −5.8pp | −3.2pp | −3.8pp | −2.7pp | +1.1pp | +0.8pp | +4.3pp | +0.8pp |
233 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
