| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NFBK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +9.3% | +1.5% | +3.0% | +2.6% | +3.9% | +3.9% | — | — | — | — | — | +36.5% | +7.5% | +29.0pp |
| 2025 | +0.4% | +2.1% | −7.4% | −3.3% | +12.0% | −1.7% | −7.2% | +12.6% | −0.4% | −13.4% | +6.5% | +6.3% | +3.2% | +17.7% | −14.5pp |
| 2024 | −4.4% | −15.1% | −3.8% | −14.2% | +7.8% | +7.0% | +32.0% | −2.0% | −4.3% | +1.5% | +14.9% | −13.2% | −3.0% | +24.9% | −27.9pp |
| 2023 | −5.0% | −0.7% | −19.9% | −11.5% | −0.5% | +7.3% | +10.9% | −12.5% | −10.3% | −9.0% | +12.5% | +31.9% | −16.2% | +26.2% | −42.3pp |
| 2022 | −2.5% | +0.5% | −8.5% | −8.8% | +2.5% | −2.0% | +13.0% | +1.0% | −2.9% | +12.1% | +0.3% | −1.4% | +0.9% | −18.2% | +19.0pp |
| 2021 | +0.2% | +11.7% | +16.3% | +1.6% | +5.5% | −3.1% | +0.3% | +3.5% | +1.5% | +2.3% | −3.3% | −4.1% | +35.2% | +28.7% | +6.4pp |
| 2020 | −6.3% | −10.5% | −20.8% | +0.7% | −2.0% | +5.4% | −16.6% | +1.7% | −5.6% | +11.4% | +10.8% | +10.8% | −24.4% | +18.3% | −42.7pp |
| 2019 | +5.6% | +4.9% | −6.8% | +7.9% | +0.8% | +4.0% | +0.3% | −0.1% | +3.5% | +5.9% | −0.0% | +0.4% | +28.7% | +31.2% | −2.5pp |
| 2018 | −1.8% | −6.9% | +0.6% | +1.5% | +3.8% | +1.7% | +0.2% | −1.7% | −2.2% | −17.3% | +7.8% | −3.8% | −18.6% | −4.6% | −14.0pp |
| 2017 | −9.6% | +4.4% | −3.9% | +2.0% | −10.0% | +4.2% | −2.1% | −3.6% | +7.7% | −1.7% | +4.6% | −3.7% | −12.8% | +21.7% | −34.5pp |
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. NFBK 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 19 |
| Positive ⓘ | 32% | 68% | 58% | 63% | 63% | 63% | 63% | 56% | 56% | 67% | 72% | 53% |
| Median | −2.6% | +2.0% | +0.6% | +1.5% | +0.8% | +2.3% | +0.3% | +0.6% | +0.7% | +1.8% | +4.4% | +0.4% |
| Best | +7.8% | +11.7% | +16.3% | +7.9% | +12.0% | +8.8% | +32.0% | +12.6% | +7.7% | +12.1% | +14.9% | +31.9% |
| Worst | −11.6% | −15.1% | −20.8% | −14.2% | −10.0% | −10.7% | −16.6% | −15.1% | −10.3% | −17.3% | −6.0% | −13.2% |
| vs SPY ⓘ | −2.3pp | +1.0pp | −1.8pp | −2.4pp | +1.4pp | +1.1pp | −2.1pp | −0.0pp | +1.4pp | +1.5pp | +2.4pp | +1.7pp |
224 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
