| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SBAC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.8% | +9.3% | −13.9% | +28.5% | −7.6% | −13.1% | +5.6% | — | — | — | — | — | −2.4% | +7.5% | −10.0pp |
| 2025 | −3.1% | +10.3% | +1.5% | +10.6% | −4.3% | +1.3% | −4.3% | −8.4% | −5.6% | −1.0% | +2.0% | −0.4% | −3.1% | +17.7% | −20.8pp |
| 2024 | −11.8% | −6.5% | +4.0% | −14.1% | +6.2% | −0.2% | +11.8% | +3.7% | +6.2% | −4.7% | −1.0% | −9.9% | −18.2% | +24.9% | −43.1pp |
| 2023 | +6.1% | −12.8% | +1.0% | −0.1% | −14.7% | +4.5% | −5.5% | +2.9% | −10.8% | +4.2% | +18.8% | +2.7% | −8.2% | +26.2% | −34.3pp |
| 2022 | −16.3% | −6.8% | +13.7% | +0.9% | −2.8% | −4.9% | +4.9% | −2.9% | −12.5% | −5.2% | +11.2% | −6.3% | −27.3% | −18.2% | −9.1pp |
| 2021 | −4.8% | −5.0% | +9.0% | +8.0% | −0.3% | +6.9% | +7.0% | +5.4% | −7.9% | +4.5% | −0.3% | +13.2% | +39.0% | +28.7% | +10.2pp |
| 2020 | +3.6% | +6.2% | +2.0% | +7.4% | +8.5% | −5.2% | +4.6% | −1.6% | +4.1% | −8.8% | −0.9% | −1.8% | +17.8% | +18.3% | −0.5pp |
| 2019 | +12.7% | −1.1% | +10.6% | +2.0% | +6.2% | +3.9% | +9.1% | +7.1% | −8.1% | −0.2% | −1.6% | +1.9% | +49.3% | +31.2% | +18.1pp |
| 2018 | +6.8% | −9.9% | +8.7% | −6.3% | −1.3% | +4.5% | −4.2% | −1.9% | +3.5% | +1.0% | +5.3% | −5.2% | −0.9% | −4.6% | +3.7pp |
| 2017 | +1.9% | +10.0% | +4.0% | +5.1% | +9.2% | −2.4% | +2.0% | +11.6% | −6.2% | +9.1% | +8.0% | −3.8% | +58.2% | +21.7% | +36.5pp |
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. SBAC 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 62% | 76% | 62% | 43% | 57% | 68% | 43% | 48% | 62% | 57% | 48% |
| Median | +1.9% | +2.6% | +4.0% | +2.9% | −1.3% | +1.3% | +4.7% | −1.0% | −1.7% | +1.0% | +3.7% | −0.1% |
| Best | +22.1% | +10.3% | +13.7% | +28.5% | +15.1% | +14.2% | +22.9% | +11.6% | +12.6% | +13.6% | +24.8% | +13.2% |
| Worst | −16.3% | −12.8% | −13.9% | −14.1% | −14.7% | −13.1% | −8.6% | −9.3% | −25.9% | −18.9% | −24.8% | −9.9% |
| vs SPY ⓘ | +0.1pp | −0.3pp | +2.4pp | −1.7pp | −1.0pp | −0.2pp | +2.1pp | +1.1pp | −1.7pp | −0.4pp | +3.1pp | −0.6pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
