| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MTSI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +27.9% | +13.3% | −10.5% | +26.8% | +29.5% | +4.3% | −34.6% | — | — | — | — | — | +45.2% | +9.3% | +35.9pp |
| 2025 | +1.8% | −12.5% | −13.2% | +3.4% | +17.2% | +17.8% | −4.3% | −6.6% | −2.9% | +19.0% | +18.1% | −2.1% | +31.8% | +17.7% | +14.1pp |
| 2024 | −7.2% | +2.4% | +8.3% | +6.6% | −0.8% | +10.2% | −9.5% | +8.2% | +1.9% | +1.0% | +18.2% | −2.2% | +39.8% | +24.9% | +14.9pp |
| 2023 | +6.4% | +2.3% | +3.4% | −17.6% | +2.6% | +9.5% | +6.7% | +20.9% | −3.5% | −13.5% | +19.1% | +10.7% | +47.6% | +26.2% | +21.4pp |
| 2022 | −21.8% | −1.8% | −0.4% | −14.9% | +7.0% | −15.4% | +25.7% | −4.8% | −6.1% | +11.7% | +18.7% | −8.3% | −19.6% | −18.2% | −1.4pp |
| 2021 | +3.3% | +13.2% | −9.8% | −2.4% | +4.6% | +8.2% | −3.7% | −1.6% | +6.9% | +7.6% | +3.0% | +8.9% | +42.3% | +28.7% | +13.5pp |
| 2020 | +6.8% | −11.1% | −25.1% | +62.0% | +3.6% | +8.2% | +23.0% | −15.7% | −4.5% | +7.3% | +22.4% | +23.2% | +106.9% | +18.3% | +88.6pp |
| 2019 | +24.3% | +5.9% | −12.5% | −16.9% | +1.9% | +6.9% | +29.7% | +0.1% | +9.4% | +5.8% | +8.5% | +7.8% | +83.3% | +31.2% | +52.1pp |
| 2018 | −4.4% | −31.4% | −22.2% | +0.1% | +35.7% | +2.2% | −9.6% | +10.7% | −10.6% | −31.7% | +26.3% | −18.3% | −55.4% | −4.6% | −50.8pp |
| 2017 | +2.7% | −3.1% | +4.8% | +1.2% | +24.7% | −8.5% | +8.6% | −24.8% | −2.0% | −8.4% | −20.3% | −0.2% | −29.7% | +21.7% | −51.4pp |
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. MTSI 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 ⓘ | 14 | 14 | 14 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 71% | 43% | 43% | 40% | 73% | 80% | 47% | 50% | 43% | 64% | 86% | 57% |
| Median | +3.0% | −0.9% | −0.6% | −4.4% | +4.5% | +6.9% | −3.7% | −0.8% | −1.9% | +1.2% | +15.6% | +6.1% |
| Best | +27.9% | +13.3% | +21.2% | +62.0% | +35.7% | +22.9% | +29.7% | +20.9% | +10.2% | +19.0% | +35.5% | +26.0% |
| Worst | −21.8% | −31.4% | −25.1% | −18.2% | −16.5% | −15.4% | −34.6% | −34.9% | −10.6% | −31.7% | −20.3% | −18.3% |
| vs SPY ⓘ | +2.3pp | −2.3pp | −4.4pp | −6.1pp | +3.9pp | +5.3pp | −5.6pp | +0.5pp | +0.8pp | +0.4pp | +10.9pp | +3.9pp |
172 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
