| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MGLD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +35.9% | −13.5% | +9.8% | −11.4% | +13.9% | +3.5% | −7.6% | — | — | — | — | — | +24.6% | +7.5% | +17.0pp |
| 2025 | −41.5% | +1.0% | −8.7% | −5.3% | −4.1% | −9.7% | +6.9% | +10.3% | +16.4% | +0.0% | −4.7% | −13.4% | −49.8% | +17.7% | −67.5pp |
| 2024 | −4.2% | +6.4% | +19.4% | +8.5% | +0.7% | +6.4% | −21.0% | +47.7% | −17.1% | −11.7% | +18.0% | +16.6% | +66.0% | +24.9% | +41.2pp |
| 2023 | +17.3% | −14.8% | +18.0% | −0.6% | −18.8% | −23.8% | +1.8% | −2.7% | +0.0% | −3.4% | −1.3% | +2.9% | −29.3% | +26.2% | −55.5pp |
| 2022 · part | — | — | — | −26.3% | +5.8% | −3.4% | +14.3% | −12.5% | −10.7% | −4.0% | +8.3% | +15.4% | −19.4% | −18.2% | −1.2pp |
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. MGLD 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 ⓘ | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 75% | 20% | 60% | 40% | 60% | 50% | 25% | 0% | 50% | 75% |
| Median | +6.5% | −6.3% | +13.9% | −5.3% | +0.7% | −3.4% | +1.8% | +3.8% | −5.4% | −3.7% | +3.5% | +9.1% |
| Best | +35.9% | +6.4% | +19.4% | +8.5% | +13.9% | +6.4% | +14.3% | +47.7% | +16.4% | +0.0% | +18.0% | +16.6% |
| Worst | −41.5% | −14.8% | −8.7% | −26.3% | −18.8% | −23.8% | −21.0% | −12.5% | −17.1% | −11.7% | −4.7% | −13.4% |
| vs SPY ⓘ | +2.6pp | −5.5pp | +14.5pp | −4.4pp | −4.3pp | +2.9pp | −1.4pp | +3.6pp | +1.6pp | −6.6pp | −1.0pp | +8.7pp |
52 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
