| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MRNFF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.0% | +1.5% | +12.2% | +4.6% | −5.1% | −20.0% | +3.7% | — | — | — | — | — | +12.5% | +9.3% | +3.2pp |
| 2025 | −5.8% | +2.6% | +10.8% | −9.1% | +2.7% | −4.7% | +4.1% | +4.7% | +1.1% | −1.8% | −6.2% | +7.5% | +3.8% | +17.7% | −13.9pp |
| 2024 | +1.6% | −20.0% | +17.6% | +1.8% | +6.0% | −6.1% | −4.2% | −11.1% | −14.2% | +0.0% | +9.4% | −2.1% | −24.2% | +24.9% | −49.1pp |
| 2023 | +13.5% | −2.1% | +11.7% | −13.7% | +10.6% | −1.3% | +12.0% | +0.6% | −14.8% | −8.2% | +0.3% | +0.8% | +4.1% | +26.2% | −22.1pp |
| 2022 | +15.6% | +40.2% | −20.5% | +14.6% | +2.4% | −23.3% | +14.9% | +5.4% | −3.3% | +31.2% | −11.9% | −14.6% | +33.9% | −18.2% | +52.1pp |
| 2021 | +2.0% | +13.4% | −7.8% | +4.3% | +3.9% | −4.8% | +2.7% | +35.7% | +2.8% | +15.2% | −10.0% | −2.1% | +59.8% | +28.7% | +31.1pp |
| 2020 | +14.3% | −12.5% | −31.9% | +22.6% | +0.0% | +3.9% | +6.3% | +0.4% | −15.6% | −3.6% | +22.5% | +5.0% | −3.1% | +18.3% | −21.4pp |
| 2019 | +20.5% | −4.0% | −7.0% | +9.6% | +0.0% | +9.9% | −9.8% | −4.7% | +1.3% | −3.6% | +13.1% | −4.2% | +17.9% | +31.2% | −13.3pp |
| 2018 | +5.3% | −11.8% | −11.4% | +1.1% | +5.3% | −9.1% | +0.0% | +14.4% | +11.7% | −20.0% | −3.3% | −13.3% | −31.7% | −4.6% | −27.1pp |
| 2017 | +1.0% | −7.5% | −7.6% | −9.4% | −1.9% | −2.0% | +4.0% | −8.4% | −4.2% | −7.4% | −11.1% | +0.9% | −42.9% | +21.7% | −64.6pp |
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. MRNFF 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 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 9 | 10 |
| Positive ⓘ | 90% | 36% | 45% | 73% | 55% | 18% | 64% | 70% | 50% | 20% | 44% | 50% |
| Median | +9.4% | −4.0% | −7.0% | +4.3% | +2.4% | −4.8% | +3.7% | +2.6% | −1.1% | −3.6% | −3.3% | −0.6% |
| Best | +20.5% | +40.2% | +24.5% | +22.6% | +10.6% | +9.9% | +14.9% | +35.7% | +11.7% | +31.2% | +22.5% | +36.5% |
| Worst | −5.8% | −20.0% | −31.9% | −13.7% | −7.7% | −23.3% | −9.8% | −11.1% | −15.6% | −20.0% | −11.9% | −14.6% |
| vs SPY ⓘ | +5.1pp | −4.6pp | −7.7pp | +0.6pp | +1.0pp | −7.8pp | +0.4pp | +2.4pp | −1.6pp | −5.0pp | −6.4pp | −2.0pp |
125 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
