| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MGEE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.9% | +3.3% | −5.8% | +3.8% | −5.9% | +8.7% | −1.5% | — | — | — | — | — | +3.6% | +7.5% | −3.9pp |
| 2025 | −4.4% | +2.7% | +1.3% | −2.7% | +0.4% | −2.1% | −4.0% | +0.8% | −1.1% | −1.6% | −0.1% | −4.8% | −14.7% | +17.7% | −32.5pp |
| 2024 | −10.8% | −1.4% | +24.6% | −0.5% | +2.9% | −6.8% | +17.6% | −0.8% | +5.5% | −1.0% | +15.7% | −9.9% | +32.8% | +24.9% | +7.9pp |
| 2023 | +3.8% | −2.6% | +9.7% | −1.4% | −5.8% | +10.2% | +1.4% | −9.2% | −5.4% | +4.6% | +3.6% | −2.0% | +5.1% | +26.2% | −21.1pp |
| 2022 | −5.9% | −6.5% | +10.8% | −2.4% | +2.4% | −1.9% | +4.6% | −4.9% | −14.8% | +3.7% | +6.4% | −2.2% | −12.6% | −18.2% | +5.6pp |
| 2021 | −9.1% | +0.6% | +12.1% | +4.8% | +0.8% | −0.8% | +4.9% | +3.6% | −8.7% | +3.3% | −3.9% | +13.3% | +19.9% | +28.7% | −8.8pp |
| 2020 | +1.4% | −10.3% | −8.2% | −1.2% | +5.5% | −5.0% | +2.8% | −1.5% | −3.6% | +3.8% | +6.2% | +2.0% | −9.3% | +18.3% | −27.6pp |
| 2019 | +7.3% | −0.1% | +6.3% | −0.3% | −1.8% | +10.3% | +1.5% | +2.8% | +5.3% | −3.5% | +1.1% | +1.7% | +34.0% | +31.2% | +2.8pp |
| 2018 | −5.2% | −11.7% | +6.9% | +3.5% | +3.3% | +5.7% | +1.5% | +2.8% | −2.4% | −2.1% | +6.3% | −9.3% | −2.9% | −4.6% | +1.7pp |
| 2017 | −2.5% | +0.9% | +1.6% | −1.1% | +1.7% | −1.2% | +3.4% | −4.0% | +1.6% | +2.2% | +0.4% | −4.4% | −1.5% | +21.7% | −23.2pp |
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. MGEE 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 ⓘ | 38% | 43% | 81% | 43% | 48% | 52% | 76% | 52% | 52% | 67% | 67% | 62% |
| Median | −2.9% | −1.3% | +4.3% | −0.5% | −0.2% | +0.7% | +2.5% | +0.6% | +1.5% | +2.2% | +1.5% | +1.7% |
| Best | +7.3% | +3.3% | +24.6% | +4.8% | +5.5% | +11.4% | +17.6% | +11.0% | +7.2% | +19.4% | +15.7% | +13.3% |
| Worst | −10.8% | −11.7% | −8.2% | −6.4% | −6.0% | −6.8% | −8.1% | −11.2% | −14.8% | −4.0% | −4.0% | −9.9% |
| vs SPY ⓘ | −2.3pp | −2.2pp | +4.3pp | −2.6pp | +0.1pp | +3.2pp | −0.0pp | −0.4pp | −0.6pp | −0.6pp | −1.9pp | −0.1pp |
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.
