| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NBHC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +0.3% | −2.1% | +9.0% | −1.3% | +6.2% | −4.2% | — | — | — | — | — | +13.8% | +9.3% | +4.4pp |
| 2025 | +0.2% | −2.2% | −8.6% | −5.5% | +0.8% | +4.0% | −1.5% | +6.6% | −1.5% | −7.7% | +5.2% | +2.1% | −8.9% | +17.7% | −26.7pp |
| 2024 | −5.9% | −2.5% | +6.6% | −9.3% | +12.3% | +7.1% | +7.2% | +5.3% | −3.9% | +6.8% | +6.8% | −9.8% | +19.1% | +24.9% | −5.8pp |
| 2023 | +0.4% | −3.5% | −17.4% | −5.0% | −5.1% | −3.0% | +18.3% | −7.4% | −5.6% | +4.8% | +6.8% | +12.7% | −8.8% | +26.2% | −35.0pp |
| 2022 | +3.3% | −1.7% | −9.2% | −9.4% | +12.3% | −6.1% | +8.8% | −3.0% | −7.8% | +18.5% | +6.7% | −9.5% | −2.2% | −18.2% | +16.0pp |
| 2021 | +1.6% | +17.1% | +2.4% | +0.6% | −0.2% | −4.7% | −6.0% | +6.4% | +7.9% | +7.1% | −1.3% | +3.1% | +37.1% | +28.7% | +8.3pp |
| 2020 | −7.4% | −5.6% | −21.9% | +11.2% | −0.3% | +2.7% | +2.9% | +3.1% | −7.7% | +14.9% | +7.4% | +1.8% | −4.5% | +18.3% | −22.8pp |
| 2019 | +3.5% | +13.6% | −7.9% | +15.0% | −7.8% | +3.4% | −0.1% | −9.5% | +4.7% | +0.6% | +4.8% | −1.7% | +16.6% | +31.2% | −14.7pp |
| 2018 | +2.5% | −1.7% | +2.0% | +5.8% | +11.1% | −0.9% | +2.6% | +1.8% | −6.2% | −10.3% | +10.8% | −17.1% | −3.4% | −4.6% | +1.1pp |
| 2017 | +1.9% | +1.7% | −1.5% | −2.9% | −3.0% | +8.5% | +3.1% | −5.4% | +10.9% | −8.0% | +3.7% | −4.4% | +2.8% | +21.7% | −18.9pp |
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. NBHC 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 | 14 | 14 | 14 | 14 | 13 | 13 | 14 | 14 | 14 |
| Positive ⓘ | 57% | 50% | 50% | 43% | 57% | 64% | 57% | 54% | 38% | 71% | 79% | 57% |
| Median | +0.3% | −0.6% | −0.3% | −1.6% | +0.8% | +3.1% | +2.0% | +1.8% | −2.4% | +3.3% | +5.0% | +1.0% |
| Best | +5.7% | +17.1% | +6.6% | +15.0% | +12.3% | +8.9% | +18.3% | +19.8% | +10.9% | +18.5% | +12.0% | +17.2% |
| Worst | −9.0% | −5.6% | −21.9% | −9.4% | −7.8% | −6.1% | −6.0% | −9.5% | −7.8% | −10.3% | −3.3% | −17.1% |
| vs SPY ⓘ | −3.0pp | −0.9pp | −1.9pp | −2.8pp | −1.1pp | +0.4pp | −1.4pp | −0.5pp | −0.9pp | −0.2pp | +0.7pp | −1.7pp |
166 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
