| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MOGU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.3% | +0.8% | −6.7% | +4.5% | −12.9% | −17.7% | +24.6% | — | — | — | — | — | −2.3% | +7.5% | −9.9pp |
| 2025 | +15.2% | −4.8% | −7.1% | −14.2% | +12.4% | −0.2% | +4.3% | +7.7% | +43.5% | −16.0% | −7.2% | −20.3% | −1.8% | +17.7% | −19.6pp |
| 2024 | +0.0% | +2.6% | −3.6% | +6.7% | +18.0% | +0.8% | −9.2% | −6.4% | +25.5% | −22.5% | +11.6% | −2.0% | +13.6% | +24.9% | −11.3pp |
| 2023 | +10.1% | −7.0% | +28.5% | −30.7% | +9.7% | −2.8% | −1.2% | −16.0% | +5.5% | +1.0% | −5.2% | −5.0% | −22.7% | +26.2% | −48.8pp |
| 2022 | — | — | — | — | — | — | −53.9% | −13.8% | +29.8% | +1.1% | +5.2% | −1.2% | −45.8% | −18.2% | −27.7pp |
| 2021 | +6.0% | −10.0% | −6.3% | −18.0% | +5.0% | −0.6% | −27.7% | −2.5% | −17.1% | +6.2% | −34.0% | −44.1% | −82.5% | +28.7% | −111.2pp |
| 2020 | −10.1% | −11.3% | −37.0% | +3.9% | +10.5% | +36.9% | +69.4% | −19.0% | −4.9% | +8.5% | −9.4% | −6.1% | −4.8% | +18.3% | −23.2pp |
| 2019 | −19.6% | −7.2% | −12.4% | −38.1% | −40.4% | −42.4% | −14.4% | −1.6% | +4.8% | −13.7% | −6.0% | +11.8% | −88.9% | +31.2% | −120.1pp |
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. MOGU 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 57% | 29% | 14% | 43% | 71% | 29% | 38% | 14% | 71% | 57% | 29% | 14% |
| Median | +6.0% | −7.0% | −6.7% | −14.2% | +9.7% | −0.6% | −5.2% | −6.4% | +5.5% | +1.0% | −6.0% | −5.0% |
| Best | +15.2% | +2.6% | +28.5% | +6.7% | +18.0% | +36.9% | +69.4% | +7.7% | +43.5% | +8.5% | +11.6% | +11.8% |
| Worst | −19.6% | −11.3% | −37.0% | −38.1% | −40.4% | −42.4% | −53.9% | −19.0% | −17.1% | −22.5% | −34.0% | −44.1% |
| vs SPY ⓘ | +3.8pp | −3.5pp | −6.8pp | −13.3pp | +5.7pp | −5.4pp | −7.5pp | −8.8pp | +10.3pp | −7.0pp | −9.6pp | −9.5pp |
85 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
