| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MXL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | +0.5% | −0.2% | +306.8% | +31.3% | +37.8% | −55.3% | — | — | — | — | — | +228.5% | +7.5% | +220.9pp |
| 2025 | −9.7% | −18.2% | −25.7% | −8.0% | +14.0% | +24.8% | +11.3% | −0.6% | +2.3% | −5.8% | +2.8% | +11.9% | −11.9% | +17.7% | −29.6pp |
| 2024 | −12.4% | −6.6% | −4.0% | +11.4% | −14.5% | +13.3% | −29.8% | +7.4% | −4.6% | −10.4% | +16.7% | +30.7% | −16.8% | +24.9% | −41.7pp |
| 2023 | +21.4% | −17.0% | +2.9% | −31.5% | +21.1% | +8.0% | −21.8% | −4.7% | −5.3% | −31.7% | +23.2% | +26.9% | −30.0% | +26.2% | −56.2pp |
| 2022 | −20.4% | +2.2% | −4.9% | −18.0% | −17.3% | −14.2% | +18.9% | −11.1% | −9.2% | −5.3% | +18.5% | −7.2% | −55.0% | −18.2% | −36.8pp |
| 2021 | −17.8% | +26.7% | −14.3% | +5.6% | +5.6% | +11.8% | +13.5% | +8.3% | −5.7% | +27.9% | +6.9% | +12.0% | +97.4% | +28.7% | +68.7pp |
| 2020 | −8.2% | −20.7% | −24.5% | +41.3% | +5.0% | +23.9% | +18.1% | −3.9% | −4.6% | +13.8% | +18.2% | +22.2% | +80.0% | +18.3% | +61.6pp |
| 2019 | +11.5% | +28.1% | +1.6% | +5.4% | −21.3% | +10.7% | −6.2% | −9.8% | +12.9% | −15.3% | +4.8% | +6.8% | +20.6% | +31.2% | −10.7pp |
| 2018 | −2.4% | −11.9% | +0.1% | −1.8% | −17.8% | −15.0% | +11.0% | +11.4% | +3.1% | −2.4% | +5.1% | −13.7% | −33.4% | −4.6% | −28.8pp |
| 2017 | +17.3% | +1.8% | +7.7% | −0.8% | +11.9% | −10.5% | −6.1% | −17.6% | +10.0% | +3.0% | +7.9% | +0.0% | +21.2% | +21.7% | −0.5pp |
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. MXL 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 ⓘ | 16 | 16 | 16 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 50% | 50% | 47% | 59% | 65% | 35% | 31% | 50% | 38% | 81% | 69% |
| Median | +1.4% | −2.6% | −0.1% | −0.8% | +5.0% | +10.7% | −5.9% | −4.3% | +0.4% | −5.6% | +6.0% | +4.1% |
| Best | +25.7% | +28.1% | +15.0% | +306.8% | +31.3% | +37.8% | +21.3% | +21.5% | +25.0% | +27.9% | +34.6% | +30.7% |
| Worst | −20.4% | −20.7% | −25.7% | −31.5% | −21.3% | −15.0% | −55.3% | −17.6% | −25.8% | −31.7% | −17.2% | −15.8% |
| vs SPY ⓘ | −0.3pp | −5.4pp | −0.6pp | −1.8pp | +2.5pp | +4.4pp | −6.2pp | −3.7pp | −0.3pp | −7.1pp | +4.1pp | +2.8pp |
196 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
