| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MFA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.5% | +4.9% | −1.6% | +7.0% | −6.3% | +4.8% | −5.1% | — | — | — | — | — | +6.5% | +9.3% | −2.8pp |
| 2025 | +3.0% | +1.3% | −0.0% | −4.3% | −5.3% | +5.7% | −3.9% | +12.2% | −6.4% | −2.2% | +7.0% | +0.5% | +6.2% | +17.7% | −11.5pp |
| 2024 | −1.8% | +1.4% | +4.9% | −7.2% | +1.0% | +2.7% | +5.2% | +11.9% | +4.5% | −3.4% | −9.6% | −5.0% | +2.7% | +24.9% | −22.2pp |
| 2023 | +20.7% | −9.9% | −4.0% | +7.8% | −1.0% | +9.6% | +0.2% | −2.7% | −9.1% | −7.5% | +21.5% | +7.6% | +30.7% | +26.2% | +4.5pp |
| 2022 | +1.5% | −12.3% | +1.9% | −11.6% | −5.1% | −17.3% | +20.6% | −15.7% | −25.2% | +28.0% | +12.2% | −8.7% | −37.2% | −18.2% | −19.0pp |
| 2021 | −6.4% | +10.4% | +3.2% | +8.1% | −0.7% | +7.3% | +1.7% | +2.8% | −2.7% | −1.3% | −4.9% | +8.9% | +27.7% | +28.7% | −1.0pp |
| 2020 | +2.0% | −7.3% | −76.0% | +12.9% | −3.4% | +47.3% | +5.6% | +1.9% | +1.8% | +5.2% | +31.2% | +7.2% | −40.9% | +18.3% | −59.2pp |
| 2019 | +9.7% | −0.8% | +2.8% | +3.3% | −6.3% | +4.9% | +0.0% | −0.1% | +5.4% | +3.1% | +0.9% | +2.4% | +27.5% | +31.2% | −3.7pp |
| 2018 | −9.6% | −0.6% | +8.6% | −0.1% | +3.5% | +0.0% | +6.2% | −4.8% | −1.4% | −5.7% | +4.6% | −5.1% | −5.9% | −4.6% | −1.3pp |
| 2017 | +3.4% | +1.6% | +3.3% | +2.8% | +0.1% | +3.2% | +1.2% | +3.4% | +2.1% | −5.9% | −2.9% | +1.5% | +14.3% | +21.7% | −7.4pp |
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. MFA 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 ⓘ | 67% | 48% | 71% | 67% | 57% | 71% | 67% | 62% | 48% | 43% | 71% | 52% |
| Median | +2.0% | −0.4% | +2.3% | +2.1% | +1.0% | +2.7% | +1.7% | +2.5% | −0.5% | −1.3% | +2.6% | +0.1% |
| Best | +20.7% | +10.4% | +12.2% | +14.1% | +6.3% | +47.3% | +20.6% | +12.2% | +6.0% | +28.0% | +31.2% | +8.9% |
| Worst | −9.6% | −12.3% | −76.0% | −11.6% | −6.3% | −17.3% | −5.1% | −15.7% | −25.2% | −11.7% | −9.6% | −8.7% |
| vs SPY ⓘ | +2.0pp | −2.3pp | +0.4pp | −0.6pp | +0.1pp | +0.1pp | −0.3pp | +0.5pp | +0.1pp | −0.5pp | +2.3pp | −1.2pp |
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.
