| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MRCY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.6% | −5.2% | −18.1% | +8.2% | +41.6% | +9.5% | −21.5% | — | — | — | — | — | +31.4% | +9.3% | +22.1pp |
| 2025 | −0.7% | +6.5% | −3.0% | +16.0% | −1.5% | +9.4% | −2.4% | +28.4% | +14.6% | +0.0% | −9.7% | +4.5% | +73.8% | +17.7% | +56.1pp |
| 2024 | −18.9% | +0.7% | −1.2% | −4.4% | +9.8% | −12.8% | +31.7% | +6.6% | −2.4% | −12.6% | +27.1% | +2.1% | +14.8% | +24.9% | −10.0pp |
| 2023 | +11.7% | +4.7% | −2.3% | −6.7% | −14.9% | −14.8% | +9.8% | +3.3% | −5.5% | −3.0% | −4.7% | +6.6% | −18.3% | +26.2% | −44.4pp |
| 2022 | +3.4% | +5.8% | +7.0% | −13.4% | +7.2% | +7.6% | −8.3% | −18.4% | −15.6% | +19.2% | +5.0% | −12.0% | −18.7% | −18.2% | −0.6pp |
| 2021 | −19.3% | −8.0% | +8.1% | +6.5% | −13.0% | +1.3% | −0.4% | −23.7% | −5.9% | +8.7% | −5.0% | +12.5% | −37.5% | +28.7% | −66.2pp |
| 2020 | +11.1% | −4.3% | −2.9% | +25.0% | +0.2% | −12.0% | −1.6% | −2.2% | +2.3% | −11.1% | +3.4% | +23.6% | +27.4% | +18.3% | +9.1pp |
| 2019 | +24.0% | +8.3% | +0.9% | +14.0% | −5.8% | +2.3% | +15.9% | +5.0% | −5.2% | −9.3% | −0.6% | −5.7% | +46.1% | +31.2% | +14.9pp |
| 2018 | −6.5% | −4.3% | +5.1% | −33.6% | +15.1% | +3.1% | +9.6% | +30.6% | +1.5% | −15.3% | +10.6% | −8.7% | −7.9% | −4.6% | −3.3pp |
| 2017 | +11.6% | +10.8% | +4.5% | −4.3% | +6.4% | +5.8% | +4.3% | +9.9% | +7.5% | −2.7% | +3.4% | −1.6% | +69.9% | +21.7% | +48.2pp |
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. MRCY 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 57% | 52% | 52% | 43% | 57% | 48% | 48% | 52% | 52% | 57% | 71% |
| Median | +0.8% | +0.7% | +0.9% | +3.5% | −1.2% | +2.3% | −0.4% | −2.2% | +0.4% | +0.0% | +3.4% | +3.2% |
| Best | +28.6% | +10.8% | +24.2% | +46.8% | +41.6% | +22.7% | +31.7% | +30.6% | +14.6% | +52.1% | +27.1% | +130.3% |
| Worst | −48.5% | −22.8% | −18.1% | −33.6% | −16.0% | −15.1% | −21.5% | −23.7% | −17.3% | −27.7% | −61.8% | −12.0% |
| vs SPY ⓘ | +1.2pp | −0.6pp | +3.3pp | +0.3pp | −0.7pp | +2.5pp | −2.9pp | −2.9pp | −0.1pp | −0.8pp | −0.6pp | +1.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
