| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MGX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.9% | −1.3% | −11.8% | +3.0% | −1.4% | −12.5% | +2.5% | — | — | — | — | — | −24.7% | +9.3% | −34.0pp |
| 2025 | −25.5% | −23.8% | −33.7% | +27.2% | −1.7% | −12.9% | +55.4% | −24.3% | +36.2% | +7.2% | −31.1% | −7.4% | −55.1% | +17.7% | −72.8pp |
| 2024 · part | — | — | −11.0% | −33.5% | −9.1% | −36.1% | −4.9% | −23.5% | −26.9% | −9.2% | +5.1% | +74.4% | −69.6% | +24.9% | −94.4pp |
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. MGX 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 ⓘ | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 0% | 0% | 67% | 0% | 0% | 67% | 0% | 50% | 50% | 50% | 50% |
| Median | −15.2% | −12.5% | −11.8% | +3.0% | −1.7% | −12.9% | +2.5% | −23.9% | +4.6% | −1.0% | −13.0% | +33.5% |
| Best | −4.9% | −1.3% | −11.0% | +27.2% | −1.4% | −12.5% | +55.4% | −23.5% | +36.2% | +7.2% | +5.1% | +74.4% |
| Worst | −25.5% | −23.8% | −33.7% | −33.5% | −9.1% | −36.1% | −4.9% | −24.3% | −26.9% | −9.2% | −31.1% | −7.4% |
| vs SPY ⓘ | −17.3pp | −11.5pp | −14.3pp | −7.5pp | −8.0pp | −18.1pp | +3.2pp | −26.1pp | +1.8pp | −1.8pp | −16.1pp | +34.6pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
