| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.5% | −8.9% | −1.2% | +16.4% | +9.1% | +0.5% | +0.5% | — | — | — | — | — | +19.6% | +9.3% | +10.3pp |
| 2025 | +10.8% | −3.8% | −12.4% | −0.3% | +10.9% | +10.0% | +1.8% | +5.6% | +5.6% | +3.8% | +3.5% | +4.6% | +45.2% | +17.7% | +27.4pp |
| 2024 | −5.5% | −1.4% | +9.4% | −2.6% | +7.7% | −0.7% | +7.1% | +0.4% | +0.6% | +12.4% | +13.2% | −4.5% | +39.7% | +24.9% | +14.9pp |
| 2023 | +15.4% | −0.9% | −9.0% | +3.4% | −9.1% | +4.5% | +8.2% | −7.0% | −4.1% | −12.2% | +12.0% | +17.5% | +13.9% | +26.2% | −12.2pp |
| 2022 | +5.2% | −11.5% | −3.7% | −7.0% | +6.9% | −11.7% | +11.9% | +1.1% | −7.3% | +5.0% | +13.3% | −8.6% | −10.3% | −18.2% | +7.8pp |
| 2021 | −1.7% | +14.6% | +1.0% | +6.7% | +10.2% | +0.8% | +5.4% | +8.8% | −6.8% | +6.4% | −7.7% | +3.5% | +46.7% | +28.7% | +17.9pp |
| 2020 | +2.9% | −13.8% | −24.5% | +17.0% | +12.1% | +9.3% | +1.9% | +6.9% | −7.5% | +0.3% | +28.4% | +10.8% | +38.1% | +18.3% | +19.8pp |
| 2019 | +7.4% | −0.8% | +0.5% | +15.1% | −15.7% | +7.7% | +2.5% | −6.9% | +2.8% | +8.7% | +7.4% | +3.3% | +32.7% | +31.2% | +1.5pp |
| 2018 | +8.2% | −0.9% | −3.7% | −3.9% | −2.9% | −5.5% | +7.3% | −3.4% | −4.6% | −1.3% | −2.8% | −10.7% | −22.8% | −4.6% | −18.2pp |
| 2017 | +1.0% | +7.5% | −6.2% | +1.7% | −3.8% | +6.8% | +5.8% | −3.0% | +5.9% | +4.3% | +3.2% | +1.7% | +26.6% | +21.7% | +4.9pp |
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. MS 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 65% | 33% | 56% | 59% | 52% | 48% | 78% | 54% | 46% | 85% | 58% | 77% |
| Median | +2.5% | −1.1% | +1.0% | +2.8% | +1.1% | −0.7% | +2.5% | +0.7% | −0.0% | +4.7% | +1.9% | +2.8% |
| Best | +27.9% | +14.6% | +17.7% | +17.9% | +28.3% | +16.4% | +16.5% | +17.9% | +11.6% | +31.0% | +28.4% | +25.0% |
| Worst | −18.2% | −23.2% | −24.5% | −16.4% | −22.7% | −18.4% | −7.9% | −21.3% | −43.7% | −23.1% | −21.6% | −11.8% |
| vs SPY ⓘ | +1.3pp | −2.5pp | −0.9pp | +1.5pp | −2.3pp | +0.1pp | +2.1pp | −2.0pp | −0.7pp | +2.8pp | −0.9pp | +0.9pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
