| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMBC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.8% | −0.7% | +3.3% | +6.7% | +1.6% | +10.4% | +1.5% | — | — | — | — | — | +31.8% | +9.3% | +22.5pp |
| 2025 | +3.2% | −1.1% | −10.8% | +1.2% | +0.4% | +4.0% | −1.3% | +6.9% | −8.6% | −0.2% | +7.8% | +5.0% | +4.8% | +17.7% | −12.9pp |
| 2024 | −18.3% | −1.2% | +1.9% | −8.3% | +5.5% | +6.9% | +27.1% | +1.6% | −2.3% | +5.0% | +11.1% | −12.6% | +9.4% | +24.9% | −15.5pp |
| 2023 | +5.7% | −4.0% | −19.2% | −3.0% | +3.1% | +3.5% | +25.0% | −11.6% | −8.5% | +4.5% | +7.1% | +23.9% | +18.9% | +26.2% | −7.2pp |
| 2022 | +6.0% | −2.8% | −6.8% | −15.5% | +11.1% | −3.0% | +19.2% | −1.9% | −3.2% | +0.4% | +1.6% | −11.6% | −10.7% | −18.2% | +7.5pp |
| 2021 | +0.7% | +20.4% | +7.3% | +6.3% | +5.9% | +1.7% | −0.2% | +1.0% | −0.5% | +21.2% | −1.5% | −2.3% | +74.2% | +28.7% | +45.4pp |
| 2020 | −7.1% | −7.5% | −26.1% | −2.2% | +3.2% | −0.1% | −10.2% | +9.3% | −0.4% | +8.1% | +19.2% | +0.8% | −18.8% | +18.3% | −37.1pp |
| 2019 | +3.9% | +3.1% | −14.9% | +8.9% | −2.5% | +6.9% | +0.1% | −3.7% | +9.1% | −0.1% | +3.1% | +2.6% | +15.0% | +31.2% | −16.2pp |
| 2018 | +2.0% | −11.5% | +8.2% | −4.6% | +5.1% | +6.7% | +1.6% | +1.2% | −6.8% | −9.7% | +8.3% | −6.7% | −8.6% | −4.6% | −4.0pp |
| 2017 | −4.9% | +4.3% | +1.4% | −6.2% | −5.4% | +2.7% | +0.5% | +0.5% | +12.4% | +1.2% | +9.3% | −6.6% | +7.6% | +21.7% | −14.2pp |
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. SMBC 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 ⓘ | 57% | 48% | 71% | 48% | 67% | 57% | 71% | 81% | 38% | 71% | 71% | 57% |
| Median | +0.7% | −0.5% | +3.2% | +0.0% | +1.6% | +1.3% | +1.5% | +1.6% | −0.5% | +2.3% | +3.1% | +0.4% |
| Best | +14.7% | +20.4% | +13.7% | +15.2% | +11.6% | +10.6% | +27.1% | +14.4% | +12.4% | +21.2% | +19.2% | +23.9% |
| Worst | −18.3% | −11.5% | −26.1% | −15.5% | −18.9% | −12.7% | −10.2% | −11.6% | −11.9% | −9.7% | −6.8% | −12.6% |
| vs SPY ⓘ | +0.5pp | +0.2pp | +1.2pp | −3.4pp | +0.5pp | +0.5pp | +1.1pp | +0.7pp | −1.1pp | +0.5pp | +0.1pp | +0.0pp |
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.
