| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MTZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.6% | +23.9% | +8.0% | +22.5% | −4.0% | +10.0% | −30.9% | — | — | — | — | — | +32.2% | +7.5% | +24.7pp |
| 2025 | +6.6% | −10.0% | −10.6% | +9.1% | +22.5% | +9.3% | +11.0% | −4.0% | +17.1% | −4.1% | +4.8% | +1.6% | +59.7% | +17.7% | +41.9pp |
| 2024 | −13.3% | +14.9% | +23.6% | −4.9% | +26.6% | −4.7% | +2.8% | +2.8% | +8.8% | −0.2% | +17.2% | −5.5% | +79.8% | +24.9% | +54.9pp |
| 2023 | +15.1% | −0.5% | −3.4% | −6.0% | +14.1% | +16.4% | −0.2% | −15.5% | −27.7% | −17.4% | +2.0% | +24.9% | −11.3% | +26.2% | −37.4pp |
| 2022 | −6.7% | −8.6% | +10.6% | −17.3% | +16.1% | −14.3% | +10.1% | +2.0% | −21.1% | +21.4% | +17.8% | −6.1% | −7.5% | −18.2% | +10.6pp |
| 2021 | +13.2% | +12.4% | +8.0% | +11.4% | +11.5% | −8.8% | −4.6% | −9.7% | −5.6% | +3.3% | +3.4% | +0.1% | +35.3% | +28.7% | +6.6pp |
| 2020 | −10.0% | −15.0% | −33.3% | +9.7% | +9.1% | +14.6% | −11.3% | +16.2% | −8.7% | +17.6% | +14.2% | +20.2% | +6.3% | +18.3% | −12.1pp |
| 2019 | +9.4% | −2.7% | +11.4% | +5.3% | −8.2% | +10.8% | −0.4% | +22.5% | +3.3% | −3.1% | +5.4% | −3.3% | +58.2% | +31.2% | +27.0pp |
| 2018 | +9.1% | −4.6% | −7.7% | −6.5% | +6.0% | +8.8% | −8.3% | −5.9% | +1.9% | −2.6% | +3.6% | −10.0% | −17.1% | −4.6% | −12.6pp |
| 2017 | −2.6% | +5.4% | +2.0% | +10.2% | −4.0% | +6.5% | +2.3% | −11.7% | +13.7% | −6.1% | +3.0% | +9.1% | +28.0% | +21.7% | +6.3pp |
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. MTZ 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 ⓘ | 48% | 67% | 57% | 48% | 62% | 52% | 48% | 48% | 48% | 43% | 71% | 67% |
| Median | −1.7% | +6.3% | +2.8% | −0.2% | +4.4% | +2.6% | −0.2% | −1.6% | −4.4% | −1.1% | +3.4% | +1.6% |
| Best | +15.1% | +23.9% | +27.8% | +22.5% | +44.0% | +16.4% | +34.6% | +22.5% | +28.4% | +22.8% | +32.9% | +80.7% |
| Worst | −18.1% | −15.0% | −33.3% | −17.3% | −9.0% | −19.2% | −30.9% | −15.5% | −27.7% | −34.4% | −36.0% | −14.9% |
| vs SPY ⓘ | +1.4pp | +4.6pp | +1.9pp | −3.0pp | +3.6pp | +2.4pp | −1.9pp | −0.6pp | −1.0pp | −2.3pp | +1.8pp | +0.8pp |
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.
