| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MVIS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.1% | −4.0% | −17.8% | +2.4% | −7.6% | −46.1% | −26.0% | — | — | — | — | — | −70.8% | +7.5% | −78.4pp |
| 2025 | +21.4% | −8.8% | −14.5% | −8.9% | −2.7% | +3.6% | −2.6% | +3.6% | +7.8% | −5.6% | −19.5% | −11.9% | −36.6% | +17.7% | −54.4pp |
| 2024 | −10.5% | −0.8% | −22.0% | −21.2% | −18.6% | −10.2% | +0.9% | −11.4% | +20.2% | −11.4% | −10.9% | +45.6% | −50.8% | +24.9% | −75.6pp |
| 2023 | +6.8% | +2.0% | +4.3% | −25.1% | +134.5% | −2.3% | −12.7% | −37.0% | −13.1% | −13.7% | +33.3% | +5.6% | +13.2% | +26.2% | −13.0pp |
| 2022 | −31.9% | +17.6% | +16.5% | −30.8% | +11.5% | +6.7% | +34.1% | −6.0% | −25.4% | +1.4% | −17.2% | −22.4% | −53.1% | −18.2% | −34.9pp |
| 2021 | +32.1% | +109.3% | +24.7% | −17.8% | +2.3% | +7.4% | −17.8% | +7.0% | −25.0% | −31.1% | −7.0% | −29.2% | −6.9% | +28.7% | −35.6pp |
| 2020 | −9.7% | −60.9% | −32.1% | +102.8% | +151.5% | +54.6% | +48.5% | −21.8% | +23.4% | −11.3% | +33.5% | +132.9% | +647.2% | +18.3% | +628.9pp |
| 2019 | +45.7% | +29.5% | −15.0% | +3.2% | −16.3% | −3.7% | −20.5% | −5.2% | −1.3% | +24.2% | +6.2% | −8.9% | +19.2% | +31.2% | −12.0pp |
| 2018 | −27.0% | −7.6% | +2.7% | +13.3% | +27.3% | −31.3% | −20.1% | +19.6% | +13.1% | −10.7% | −26.7% | −23.7% | −63.0% | −4.6% | −58.4pp |
| 2017 | +7.1% | +18.5% | +55.6% | −9.6% | −12.4% | +7.6% | +7.1% | +4.4% | +17.3% | −20.5% | −23.5% | −3.6% | +29.4% | +21.7% | +7.7pp |
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. MVIS 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 ⓘ | 43% | 52% | 43% | 57% | 52% | 38% | 38% | 38% | 43% | 19% | 33% | 38% |
| Median | −2.1% | +2.0% | −4.9% | +3.2% | +2.3% | −3.7% | −4.1% | −5.2% | −3.3% | −8.0% | −12.3% | −3.6% |
| Best | +45.7% | +109.3% | +56.6% | +102.8% | +151.5% | +54.6% | +48.5% | +64.3% | +63.7% | +42.4% | +61.8% | +132.9% |
| Worst | −38.8% | −60.9% | −36.6% | −31.9% | −42.6% | −46.1% | −26.0% | −37.0% | −25.4% | −32.5% | −36.5% | −29.2% |
| vs SPY ⓘ | −0.7pp | +0.9pp | −5.8pp | −0.9pp | +1.6pp | −7.9pp | −4.9pp | −3.3pp | −4.0pp | −10.1pp | −16.9pp | −3.3pp |
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.
