| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NBTB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.0% | −3.8% | +0.5% | +2.6% | +5.8% | +7.6% | +9.9% | — | — | — | — | — | +32.9% | +7.5% | +25.3pp |
| 2025 | −0.3% | −0.5% | −8.9% | −1.3% | −1.2% | +0.1% | −0.4% | +7.9% | −5.7% | −3.1% | +2.4% | +1.0% | −10.2% | +17.7% | −27.9pp |
| 2024 | −15.1% | −2.4% | +6.7% | −4.6% | +5.3% | +5.6% | +27.0% | +0.6% | −9.7% | +0.6% | +11.9% | −3.4% | +17.7% | +24.9% | −7.2pp |
| 2023 | −9.5% | +4.0% | −16.9% | −4.4% | +5.0% | −5.1% | +16.8% | −6.6% | −7.9% | +5.6% | +7.1% | +18.0% | −0.1% | +26.2% | −26.3pp |
| 2022 | +0.4% | −0.1% | −5.8% | −2.6% | +5.8% | +1.6% | +7.8% | −3.6% | −2.1% | +24.9% | −2.0% | −5.9% | +16.0% | −18.2% | +34.2pp |
| 2021 | +2.8% | +10.6% | +10.1% | −5.0% | +3.6% | −7.7% | −3.1% | +3.7% | +0.7% | +1.6% | −0.8% | +6.7% | +23.6% | +28.7% | −5.1pp |
| 2020 | −6.8% | −10.2% | −3.9% | +2.3% | −4.7% | −1.8% | −3.2% | +3.2% | −12.0% | +2.1% | +10.3% | +7.2% | −18.2% | +18.3% | −36.5pp |
| 2019 | +3.0% | +9.2% | −6.8% | +5.6% | −4.8% | +4.3% | +3.2% | −9.0% | +4.6% | +8.6% | +1.3% | +1.4% | +20.6% | +31.2% | −10.6pp |
| 2018 | +0.3% | −5.1% | +2.0% | +3.0% | +4.9% | +0.1% | +5.5% | +1.2% | −5.2% | −4.9% | +7.5% | −11.2% | −3.5% | −4.6% | +1.0pp |
| 2017 | −2.7% | −0.3% | −8.2% | +3.0% | −7.4% | +5.2% | −2.2% | −8.5% | +11.8% | +3.9% | +2.4% | −5.3% | −9.9% | +21.7% | −31.6pp |
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. NBTB 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% | 29% | 71% | 43% | 57% | 62% | 62% | 48% | 43% | 71% | 62% | 57% |
| Median | −1.1% | −0.5% | +2.4% | −1.3% | +2.0% | +0.6% | +3.3% | −0.5% | −0.5% | +2.6% | +1.6% | +1.4% |
| Best | +7.2% | +10.6% | +15.8% | +9.4% | +8.5% | +8.7% | +27.0% | +22.4% | +19.3% | +24.9% | +15.3% | +18.0% |
| Worst | −18.3% | −14.3% | −16.9% | −8.6% | −9.5% | −15.9% | −19.8% | −9.0% | −12.0% | −6.8% | −6.1% | −11.2% |
| vs SPY ⓘ | −3.7pp | −1.7pp | +2.4pp | −3.7pp | +0.6pp | +1.3pp | +1.0pp | −1.4pp | −1.4pp | +3.0pp | −0.0pp | +1.0pp |
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.
