| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MGY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.5% | +9.7% | +13.5% | −4.2% | −9.0% | −6.5% | −2.2% | — | — | — | — | — | +15.7% | +9.3% | +6.4pp |
| 2025 | +1.4% | −0.6% | +7.9% | −18.7% | +5.4% | +4.6% | +6.0% | +5.1% | −4.1% | −5.9% | +3.7% | −5.4% | −3.8% | +17.7% | −21.6pp |
| 2024 | −3.1% | +10.7% | +14.4% | −3.4% | +4.0% | −2.4% | +7.5% | −5.5% | −4.6% | +3.5% | +10.3% | −15.7% | +12.2% | +24.9% | −12.7pp |
| 2023 | +0.7% | −7.0% | +0.1% | −3.5% | −7.9% | +8.1% | +6.0% | +3.5% | +0.5% | −2.0% | −3.7% | −1.0% | −7.3% | +26.2% | −33.4pp |
| 2022 | +14.6% | +4.3% | +5.8% | −1.7% | +18.8% | −24.0% | +15.0% | −0.6% | −17.0% | +29.6% | +2.0% | −10.1% | +26.5% | −18.2% | +44.7pp |
| 2021 | +20.0% | +42.4% | −4.8% | −1.9% | +14.7% | +21.0% | −10.4% | +12.6% | +13.5% | +17.4% | −9.1% | −0.5% | +168.8% | +28.7% | +140.0pp |
| 2020 | −16.4% | −28.6% | −46.7% | +61.8% | −14.2% | +9.2% | −1.3% | +7.7% | −19.7% | −16.1% | +44.0% | +13.0% | −43.9% | +18.3% | −62.2pp |
| 2019 | +7.4% | +2.2% | −2.4% | +9.8% | −16.3% | +5.0% | −3.5% | −8.7% | +8.7% | −11.5% | +10.6% | +15.8% | +12.2% | +31.2% | −19.0pp |
| 2018 | −0.1% | +0.1% | +3.8% | +2.1% | +1.7% | +3.5% | +13.2% | +12.7% | +8.3% | −17.1% | −2.2% | −8.0% | +15.1% | −4.6% | +19.7pp |
| 2017 · part | — | — | — | — | — | — | −1.6% | −0.7% | −0.6% | −0.1% | −0.8% | +0.6% | −3.2% | +21.7% | −24.9pp |
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. MGY 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 67% | 67% | 67% | 33% | 56% | 67% | 50% | 56% | 44% | 33% | 56% | 33% |
| Median | +1.4% | +2.2% | +3.8% | −1.9% | +1.7% | +4.6% | +2.3% | +3.5% | −0.6% | −2.0% | +2.0% | −1.0% |
| Best | +20.0% | +42.4% | +14.4% | +61.8% | +18.8% | +21.0% | +15.0% | +12.7% | +13.5% | +29.6% | +44.0% | +15.8% |
| Worst | −16.4% | −28.6% | −46.7% | −18.7% | −16.3% | −24.0% | −10.4% | −8.7% | −19.7% | −17.1% | −9.1% | −15.7% |
| vs SPY ⓘ | −1.3pp | +3.7pp | +2.1pp | +0.6pp | −1.0pp | −0.6pp | +0.6pp | +3.1pp | −2.7pp | −2.5pp | −3.6pp | −4.3pp |
109 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
