Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NBN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.9% | −3.8% | +1.3% | +10.7% | +1.1% | +5.4% | −6.3% | +5.1% | — | — | — | — | +25.6% | +12.9% | +12.7pp |
| 2025 | +10.3% | −0.8% | −8.8% | −9.5% | +1.2% | +6.2% | +11.4% | +11.5% | −9.4% | −13.9% | +3.0% | +16.9% | +13.3% | +17.7% | −4.4pp |
| 2024 | −0.7% | −2.6% | +3.7% | −6.5% | +7.5% | +9.5% | +19.4% | −2.3% | +8.6% | +15.2% | +10.8% | −6.8% | +66.3% | +24.9% | +41.4pp |
| 2023 | +12.1% | −6.6% | −23.6% | +9.5% | −2.7% | +16.3% | +14.3% | −10.8% | +3.8% | +8.3% | +7.4% | +7.6% | +31.2% | +26.2% | +5.0pp |
| 2022 | +2.2% | −0.2% | −6.3% | +9.7% | +1.1% | −3.4% | +9.0% | −2.6% | −5.4% | +14.8% | +0.6% | −0.6% | +17.9% | −18.2% | +36.1pp |
| 2021 | +15.7% | −0.3% | +1.6% | +6.7% | +4.3% | +1.7% | +6.8% | +2.6% | +3.0% | −1.8% | −2.1% | +10.3% | +58.9% | +28.7% | +30.1pp |
| 2020 | −8.7% | −11.3% | −34.5% | +43.7% | +2.5% | +2.3% | +8.5% | −1.9% | −1.4% | +4.3% | +13.6% | +3.4% | +2.6% | +18.3% | −15.7pp |
| 2019 | +17.9% | +2.9% | +2.0% | +6.0% | −5.7% | +33.5% | −20.4% | −4.3% | +5.6% | −3.4% | +0.9% | +1.8% | +31.7% | +31.2% | +0.5pp |
| 2018 | −3.5% | −1.7% | −6.6% | −4.9% | +11.8% | +0.0% | −1.6% | +1.7% | −0.5% | −13.3% | −1.0% | −10.2% | −27.6% | −4.6% | −23.0pp |
| 2017 | +7.6% | −2.4% | +11.3% | +9.5% | +15.6% | +5.2% | +5.7% | +0.5% | +21.1% | −1.5% | −4.2% | −6.1% | +77.1% | +21.7% | +55.4pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 24% | 43% | 57% | 52% | 57% | 67% | 68% | 52% | 43% | 48% | 52% |
| Median | +2.1% | −1.7% | −1.9% | +3.1% | +1.1% | +1.6% | +4.1% | +1.3% | +0.9% | −1.1% | −0.1% | +0.7% |
| Best | +35.4% | +17.7% | +18.0% | +43.7% | +20.4% | +33.5% | +19.4% | +12.1% | +21.1% | +15.2% | +23.0% | +16.9% |
| Worst | −8.7% | −11.3% | −34.5% | −14.4% | −16.9% | −16.8% | −20.4% | −10.8% | −9.4% | −21.0% | −5.5% | −19.9% |
| vs SPY ⓘ | +5.0pp | −3.1pp | −2.7pp | +0.2pp | −1.2pp | +1.0pp | −0.3pp | −0.1pp | +2.4pp | −4.5pp | −1.7pp | −0.3pp |
253 monthly observations · 2005–2026 · benchmark SPY
