| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MNR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.9% | +15.9% | +7.5% | −1.4% | +0.6% | −4.8% | +5.8% | — | — | — | — | — | +31.8% | +7.5% | +24.2pp |
| 2025 | +3.6% | −13.8% | +4.7% | −13.6% | +4.9% | +8.4% | +4.2% | −2.8% | −7.4% | −9.0% | +0.7% | −6.6% | −26.2% | +17.7% | −43.9pp |
| 2024 | +8.5% | +8.1% | +4.9% | +7.0% | −3.3% | −1.1% | +1.2% | +5.0% | −17.2% | +0.6% | +0.4% | +10.3% | +23.4% | +24.9% | −1.5pp |
| 2023 | — | — | — | — | — | — | — | — | — | −12.2% | −3.9% | −6.9% | −21.4% | +26.2% | −47.6pp |
| 2022 · part | −0.1% | −0.0% | — | — | — | — | — | — | — | — | — | — | −0.1% | −18.2% | +18.0pp |
| 2021 | +0.1% | +0.9% | +2.1% | +4.5% | +2.9% | −0.6% | +1.7% | +0.6% | −1.7% | +1.1% | +10.2% | +1.2% | +24.9% | +28.7% | −3.9pp |
| 2020 | +1.0% | −1.8% | −15.1% | +12.8% | −3.1% | +11.6% | −0.4% | +1.7% | −4.5% | +0.0% | +8.3% | +16.8% | +25.7% | +18.3% | +7.3pp |
| 2019 | +10.8% | −2.3% | −0.6% | +4.2% | +2.7% | −2.8% | +1.8% | −3.6% | +9.8% | +4.6% | +2.8% | −5.5% | +22.6% | +31.2% | −8.6pp |
| 2018 | −4.0% | −16.4% | +6.5% | +3.9% | −0.1% | +7.0% | +0.8% | +5.4% | −3.9% | −10.5% | −5.8% | −11.0% | −27.2% | −4.6% | −22.6pp |
| 2017 | −4.2% | +1.1% | −2.3% | +5.1% | −1.6% | +3.1% | +2.4% | +6.6% | −0.4% | +5.3% | +5.9% | −0.3% | +21.9% | +21.7% | +0.2pp |
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. MNR 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 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 9 | 9 | 9 |
| Positive ⓘ | 67% | 44% | 63% | 75% | 50% | 50% | 88% | 75% | 25% | 44% | 78% | 44% |
| Median | +1.0% | −0.0% | +3.4% | +4.4% | +0.3% | +1.2% | +1.7% | +2.1% | −2.8% | +0.0% | +2.8% | −0.3% |
| Best | +10.8% | +15.9% | +7.5% | +12.8% | +4.9% | +11.6% | +5.8% | +6.6% | +9.8% | +5.3% | +10.2% | +16.8% |
| Worst | −4.2% | −16.4% | −15.1% | −13.6% | −3.3% | −4.8% | −0.4% | −3.6% | −17.2% | −12.2% | −5.8% | −11.0% |
| vs SPY ⓘ | +1.1pp | −1.8pp | −0.4pp | +0.1pp | −2.7pp | −0.2pp | +0.1pp | +0.1pp | −1.6pp | −2.5pp | −0.8pp | −2.2pp |
101 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
