| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMCX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.4% | +14.2% | −65.3% | +34.8% | +154.6% | −69.6% | −19.2% | — | — | — | — | — | −68.4% | +9.3% | −77.7pp |
| 2025 | −18.9% | +69.3% | −40.0% | −24.4% | +44.7% | +39.6% | +36.9% | −55.2% | +28.2% | +8.6% | −60.8% | −28.3% | −69.8% | +17.7% | −87.5pp |
| 2024 · part | — | — | — | — | — | — | — | — | −14.8% | −64.8% | −7.3% | −22.4% | −78.4% | +24.9% | −103.3pp |
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. SMCX 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 100% | 0% | 50% | 100% | 50% | 50% | 0% | 50% | 50% | 0% | 0% |
| Median | −12.1% | +41.7% | −52.7% | +5.2% | +99.7% | −15.0% | +8.9% | −55.2% | +6.7% | −28.1% | −34.1% | −25.3% |
| Best | −5.4% | +69.3% | −40.0% | +34.8% | +154.6% | +39.6% | +36.9% | −55.2% | +28.2% | +8.6% | −7.3% | −22.4% |
| Worst | −18.9% | +14.2% | −65.3% | −24.4% | +44.7% | −69.6% | −19.2% | −55.2% | −14.8% | −64.8% | −60.8% | −28.3% |
| vs SPY ⓘ | −14.2pp | +42.8pp | −47.4pp | +0.4pp | +93.9pp | −17.0pp | +8.1pp | −57.3pp | +3.8pp | −28.8pp | −37.1pp | −24.2pp |
23 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
