| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MDNAF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.1% | +5.2% | −35.0% | +4.8% | −27.5% | −16.7% | −12.0% | — | — | — | — | — | −64.2% | +7.5% | −71.8pp |
| 2025 | −23.1% | −19.2% | −4.4% | +22.8% | −16.2% | −10.0% | −2.2% | +29.9% | −11.3% | +46.7% | +6.3% | −38.9% | −40.9% | +17.7% | −58.7pp |
| 2024 | +5.1% | +159.2% | +65.1% | +23.4% | +22.5% | −29.0% | +5.4% | +19.4% | −24.3% | +21.4% | −25.3% | −9.8% | +275.7% | +24.9% | +250.8pp |
| 2023 | — | — | — | — | −85.8% | — | — | — | — | — | −39.0% | −15.3% | −92.7% | +26.2% | −118.8pp |
| 2021 · part | −16.5% | +6.4% | — | — | — | — | — | — | — | — | — | — | −11.1% | +28.7% | −39.8pp |
| 2020 | −4.2% | −2.0% | +4.5% | −8.4% | +118.3% | −28.8% | +2.5% | +20.6% | −7.8% | −9.9% | +3.5% | +21.2% | +80.0% | +18.3% | +61.7pp |
| 2019 | +31.8% | −5.1% | −13.7% | −3.7% | +18.0% | +78.0% | −23.9% | −5.3% | +40.5% | −14.3% | +0.1% | +165.2% | +401.7% | +31.2% | +370.5pp |
| 2018 | −5.0% | +17.2% | −5.7% | −3.3% | −16.9% | −11.4% | −7.9% | −21.2% | +0.1% | +18.4% | +2.0% | −50.6% | −67.6% | −4.6% | −63.1pp |
| 2017 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −81.7% | +35.7% | −14.7% | −16.2% | −82.2% | +21.7% | −103.9pp |
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. MDNAF 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 | 8 | 7 | 7 | 8 | 7 | 7 | 7 | 7 | 7 | 8 | 8 |
| Positive ⓘ | 25% | 50% | 29% | 43% | 38% | 14% | 29% | 43% | 29% | 57% | 50% | 25% |
| Median | −4.6% | +2.6% | −4.4% | +0.0% | −8.1% | −11.4% | −2.2% | +0.0% | −7.8% | +18.4% | +0.0% | −12.6% |
| Best | +31.8% | +159.2% | +65.1% | +23.4% | +118.3% | +78.0% | +5.4% | +29.9% | +40.5% | +46.7% | +6.3% | +165.2% |
| Worst | −23.1% | −19.2% | −35.0% | −8.4% | −85.8% | −29.0% | −23.9% | −21.2% | −81.7% | −14.3% | −39.0% | −50.6% |
| vs SPY ⓘ | −5.9pp | +4.8pp | −0.1pp | −3.8pp | −10.4pp | −15.1pp | −4.5pp | −0.1pp | −4.1pp | +22.3pp | −5.5pp | −12.4pp |
89 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
