No volume data stored for SBPYX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SBPYX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | −0.6% | −6.3% | +12.1% | +1.5% | +7.0% | −8.5% | — | — | — | — | — | +10.0% | +9.3% | +0.6pp |
| 2025 | +7.7% | −6.3% | −8.7% | −0.5% | +5.8% | +3.7% | +3.7% | +6.3% | +1.4% | +1.3% | −1.8% | −1.8% | +9.8% | +17.7% | −7.9pp |
| 2024 | −4.0% | +6.5% | +0.5% | −7.2% | +2.2% | +0.5% | +4.8% | −1.1% | +1.4% | −1.1% | +12.4% | −8.8% | +4.3% | +24.9% | −20.6pp |
| 2023 | +11.4% | −1.8% | −2.5% | −2.6% | −4.6% | +9.0% | +3.0% | −5.4% | −6.4% | −9.2% | +11.0% | +9.9% | +9.0% | +26.2% | −17.2pp |
| 2022 | −13.8% | −1.4% | +0.8% | −12.8% | −3.2% | −6.0% | +9.8% | −2.2% | −7.8% | +8.7% | +3.0% | −5.3% | −28.6% | −18.2% | −10.5pp |
| 2021 | +4.9% | +2.6% | −3.1% | +6.1% | −2.2% | +4.0% | −0.9% | +2.4% | −4.4% | +6.9% | −6.5% | +2.8% | +12.4% | +28.7% | −16.4pp |
| 2020 | +0.3% | −6.7% | −18.5% | +16.4% | +14.0% | +5.0% | +7.9% | +5.8% | −2.7% | +0.6% | +12.6% | +0.8% | +34.8% | +18.3% | +16.4pp |
| 2019 | +11.0% | +3.9% | −0.2% | +3.7% | −5.9% | +7.5% | +3.0% | −5.0% | −1.2% | +0.5% | +6.8% | −6.2% | +17.3% | +31.2% | −13.9pp |
| 2018 | +2.6% | +0.9% | +2.5% | +1.3% | +8.8% | +1.7% | +2.3% | +9.3% | −0.9% | −12.9% | +0.8% | −20.8% | −8.3% | −4.6% | −3.7pp |
| 2017 | +3.9% | +2.0% | −0.3% | +1.9% | +2.1% | +1.9% | +1.3% | −0.9% | +5.1% | +2.8% | +2.7% | −2.8% | +21.2% | +21.7% | −0.5pp |
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. SBPYX 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 65% | 47% | 53% | 53% | 71% | 71% | 44% | 44% | 69% | 88% | 44% |
| Median | +3.2% | +2.2% | −0.2% | +1.3% | +1.4% | +1.9% | +3.0% | −0.7% | −1.1% | +1.9% | +3.0% | −1.0% |
| Best | +11.4% | +7.2% | +7.1% | +16.4% | +14.0% | +9.0% | +9.8% | +9.3% | +13.6% | +13.7% | +12.6% | +9.9% |
| Worst | −13.8% | −6.7% | −18.5% | −12.8% | −7.3% | −6.1% | −8.5% | −8.2% | −10.5% | −12.9% | −6.5% | −20.8% |
| vs SPY ⓘ | +1.9pp | +0.7pp | −1.4pp | +0.4pp | +0.1pp | +1.1pp | −0.8pp | −0.7pp | −0.3pp | −0.5pp | +0.8pp | −1.9pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
