| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MRAM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +40.0% | −16.9% | −18.6% | +108.0% | +44.3% | −8.3% | −46.5% | — | — | — | — | — | +39.3% | +7.5% | +31.8pp |
| 2025 | −4.2% | −7.8% | −9.6% | +3.9% | +5.8% | +12.1% | −3.7% | +6.1% | +44.8% | +13.9% | −24.3% | +15.7% | +45.2% | +17.7% | +27.5pp |
| 2024 | −5.5% | −5.2% | −2.2% | −6.3% | −19.7% | +0.5% | +3.7% | −10.3% | +5.9% | +4.7% | −0.6% | +4.1% | −29.3% | +24.9% | −54.2pp |
| 2023 | +24.1% | +0.0% | −1.3% | −8.7% | +37.9% | +7.3% | +4.3% | +8.3% | −5.6% | −1.6% | −7.9% | +1.5% | +62.6% | +26.2% | +36.4pp |
| 2022 | −9.8% | −1.0% | −13.7% | −20.1% | −12.4% | −14.1% | +16.6% | +19.5% | −20.7% | +4.1% | +12.1% | −17.8% | −50.8% | −18.2% | −32.6pp |
| 2021 | +16.1% | +6.2% | +5.8% | −12.5% | +17.1% | +4.6% | −10.4% | +26.7% | −11.2% | −6.2% | +98.8% | −6.5% | +145.7% | +28.7% | +116.9pp |
| 2020 | −9.1% | −22.6% | −29.2% | +43.9% | +56.2% | +19.2% | +19.5% | −30.8% | −2.4% | +29.6% | −25.7% | −15.8% | −12.5% | +18.3% | −30.9pp |
| 2019 | +22.5% | +33.3% | −16.4% | +10.7% | −19.1% | −5.0% | +3.8% | −0.1% | −9.3% | −4.6% | −10.6% | +0.6% | −6.2% | +31.2% | −37.5pp |
| 2018 | +25.9% | −18.5% | −1.8% | −9.5% | +12.3% | +16.3% | −1.3% | +5.1% | −17.0% | −8.5% | +0.0% | −20.2% | −25.2% | −4.6% | −20.6pp |
| 2017 | −2.2% | +23.7% | −16.5% | +19.3% | +79.8% | +11.1% | −2.7% | −16.2% | +4.8% | −39.8% | −21.9% | −6.7% | −9.5% | +21.7% | −31.2pp |
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. MRAM 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 10 | 10 |
| Positive ⓘ | 50% | 30% | 10% | 50% | 70% | 70% | 50% | 56% | 33% | 44% | 30% | 50% |
| Median | +7.0% | −3.1% | −11.6% | −1.2% | +14.7% | +5.9% | +1.2% | +5.1% | −5.6% | −1.6% | −4.3% | −3.0% |
| Best | +40.0% | +33.3% | +5.8% | +108.0% | +79.8% | +19.2% | +19.5% | +26.7% | +44.8% | +29.6% | +98.8% | +15.7% |
| Worst | −9.8% | −22.6% | −29.2% | −20.1% | −19.7% | −14.1% | −46.5% | −30.8% | −20.7% | −39.8% | −25.7% | −20.2% |
| vs SPY ⓘ | +5.2pp | −2.3pp | −9.6pp | +1.3pp | +13.2pp | +1.6pp | −1.8pp | +1.9pp | −0.8pp | −1.6pp | −10.4pp | −5.5pp |
117 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
