| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MITT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.9% | −5.9% | −6.6% | +7.9% | −2.2% | +5.7% | −9.6% | — | — | — | — | — | −10.5% | +7.5% | −18.0pp |
| 2025 | +3.3% | +10.2% | −0.9% | −10.5% | +6.6% | +11.4% | +0.1% | +0.0% | −1.5% | −1.4% | +14.6% | +6.9% | +42.8% | +17.7% | +25.1pp |
| 2024 | −1.9% | −2.4% | +3.7% | −9.5% | +23.1% | +0.3% | +16.3% | −3.6% | +3.5% | −2.9% | −6.3% | +0.2% | +17.4% | +24.9% | −7.5pp |
| 2023 | +27.1% | −5.9% | −6.5% | −3.5% | −0.7% | +14.3% | +7.8% | +0.5% | −13.5% | −9.2% | +5.8% | +23.1% | +35.8% | +26.2% | +9.6pp |
| 2022 | +2.6% | −14.1% | +5.2% | −18.4% | +7.2% | −14.6% | +21.9% | −22.1% | −33.0% | +19.5% | +21.8% | −8.2% | −41.0% | −18.2% | −22.9pp |
| 2021 | +20.0% | +25.1% | −7.7% | −2.0% | +7.8% | +1.9% | −15.0% | −0.6% | +7.5% | +1.2% | −10.9% | +1.4% | +24.0% | +28.7% | −4.7pp |
| 2020 | +2.8% | −5.6% | −81.7% | +16.4% | −22.9% | +29.7% | −12.5% | −0.4% | −0.7% | −5.4% | +21.8% | −6.3% | −80.7% | +18.3% | −99.0pp |
| 2019 | +13.1% | −1.3% | −2.5% | +1.6% | −9.9% | +6.4% | +2.9% | −8.4% | +4.0% | +3.2% | −0.4% | +1.9% | +8.9% | +31.2% | −22.3pp |
| 2018 | −8.3% | −6.2% | +9.1% | +1.8% | +6.8% | +2.2% | +3.9% | −3.7% | −0.6% | −4.8% | +5.0% | −9.5% | −6.2% | −4.6% | −1.7pp |
| 2017 | +2.4% | +1.9% | +3.8% | +5.0% | −1.7% | +0.7% | +0.6% | +4.7% | +2.9% | −2.2% | +0.6% | +2.9% | +23.6% | +21.7% | +1.9pp |
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. MITT 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 | 15 | 15 | 15 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 67% | 53% | 53% | 67% | 53% | 80% | 63% | 33% | 47% | 27% | 60% | 53% |
| Median | +2.6% | +1.9% | +0.1% | +1.6% | +1.1% | +2.8% | +1.7% | −0.6% | −0.6% | −1.4% | +2.8% | +0.2% |
| Best | +27.1% | +25.1% | +10.0% | +16.4% | +23.1% | +29.7% | +21.9% | +8.9% | +7.5% | +19.5% | +21.8% | +23.1% |
| Worst | −8.6% | −14.1% | −81.7% | −18.4% | −22.9% | −14.7% | −15.0% | −22.1% | −33.0% | −9.2% | −10.9% | −10.0% |
| vs SPY ⓘ | +2.0pp | −2.0pp | −0.5pp | −0.4pp | +0.3pp | +0.7pp | +0.2pp | −2.1pp | +0.8pp | −2.9pp | −0.6pp | −1.0pp |
181 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
