| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MOBX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −25.5% | −17.1% | +102.4% | +624.6% | −0.8% | −12.5% | −20.7% | — | — | — | — | — | +523.6% | +9.3% | +514.3pp |
| 2025 | −25.3% | −9.4% | −22.4% | −17.6% | −13.0% | +19.6% | +15.4% | +33.6% | −31.7% | −15.4% | −32.7% | −41.8% | −84.3% | +17.7% | −102.0pp |
| 2024 | −32.5% | −1.7% | −24.7% | +70.1% | −39.2% | −21.2% | −25.0% | −4.1% | −10.2% | −35.0% | +122.1% | +11.1% | −57.7% | +24.9% | −82.6pp |
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. MOBX 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 0% | 33% | 67% | 0% | 33% | 33% | 50% | 0% | 0% | 50% | 50% |
| Median | −25.5% | −9.4% | −22.4% | +70.1% | −13.0% | −12.5% | −20.7% | +14.8% | −20.9% | −25.2% | +44.7% | −15.4% |
| Best | −25.3% | −1.7% | +102.4% | +624.6% | −0.8% | +19.6% | +15.4% | +33.6% | −10.2% | −15.4% | +122.1% | +11.1% |
| Worst | −32.5% | −17.1% | −24.7% | −17.6% | −39.2% | −21.2% | −25.0% | −4.1% | −31.7% | −35.0% | −32.7% | −41.8% |
| vs SPY ⓘ | −28.0pp | −8.2pp | −16.8pp | +74.2pp | −19.3pp | −11.5pp | −20.0pp | +12.6pp | −23.8pp | −25.9pp | +41.6pp | −14.2pp |
31 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
