| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MFON | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −45.0% | −9.1% | −60.0% | +100.0% | −12.5% | −14.3% | −41.7% | — | — | — | — | — | −82.5% | +7.5% | −90.0pp |
| 2025 | −10.1% | +8.1% | −10.0% | −8.3% | −21.2% | +7.7% | −21.4% | +14.1% | −4.4% | +4.2% | −8.0% | −13.0% | −51.4% | +17.7% | −69.1pp |
| 2024 | −1.5% | +0.0% | +25.0% | +0.0% | −30.0% | +22.9% | −9.3% | −10.3% | −37.4% | +5.0% | +17.4% | +52.5% | +1.4% | +24.9% | −23.5pp |
| 2023 | −11.0% | −11.9% | −2.8% | −3.8% | +2.0% | −22.1% | +1.6% | −14.9% | −2.9% | −11.8% | −43.2% | +19.1% | −70.8% | +26.2% | −97.0pp |
| 2022 | −37.7% | −5.0% | −18.9% | +4.1% | +49.4% | +4.3% | −5.8% | −10.6% | −1.0% | +24.0% | +18.5% | −5.4% | −9.7% | −18.2% | +8.4pp |
| 2021 | −10.3% | +17.5% | +2.6% | −12.6% | −4.4% | +3.6% | +1.2% | −12.6% | +3.3% | −5.7% | +6.7% | −3.1% | −16.8% | +28.7% | −45.5pp |
| 2020 | +10.0% | −9.1% | −30.0% | +1.4% | +21.1% | −1.2% | −4.7% | +13.6% | +0.0% | +0.0% | +58.7% | +26.7% | +85.0% | +18.3% | +66.7pp |
| 2019 | −7.2% | −9.1% | −10.0% | −5.6% | +35.3% | −5.2% | −8.3% | +0.0% | +4.0% | −3.8% | −6.0% | +6.4% | −15.6% | +31.2% | −46.8pp |
| 2018 | −8.3% | +2.7% | −3.5% | −9.2% | +6.1% | −1.0% | +10.6% | +19.1% | +13.1% | +12.9% | −27.4% | −6.7% | −1.2% | −4.6% | +3.3pp |
| 2017 | −11.8% | +6.7% | −2.5% | −10.3% | +12.9% | +0.0% | −5.1% | +29.3% | +3.1% | +20.0% | −4.2% | +4.3% | +41.2% | +21.7% | +19.5pp |
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. MFON 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 ⓘ | 15 | 15 | 15 | 16 | 16 | 16 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 20% | 40% | 27% | 25% | 50% | 44% | 25% | 33% | 27% | 47% | 40% | 53% |
| Median | −10.1% | −5.0% | −3.5% | −6.9% | −1.2% | −0.5% | −5.4% | −2.4% | −2.9% | +0.0% | +0.0% | +2.0% |
| Best | +10.0% | +17.5% | +25.0% | +100.0% | +49.4% | +28.1% | +50.0% | +39.4% | +13.1% | +47.5% | +58.7% | +58.0% |
| Worst | −45.0% | −11.9% | −60.0% | −18.5% | −30.0% | −22.1% | −41.7% | −18.2% | −42.0% | −24.0% | −43.2% | −25.7% |
| vs SPY ⓘ | −12.8pp | −2.0pp | −4.4pp | −9.7pp | −1.8pp | −1.1pp | −8.9pp | +0.9pp | −0.0pp | +1.8pp | −3.0pp | +2.1pp |
184 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
