| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMMT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.2% | +14.6% | +14.3% | +13.2% | −18.3% | −16.9% | −7.8% | — | — | — | — | — | −23.2% | +9.3% | −32.5pp |
| 2025 | +20.5% | −3.8% | −6.8% | +25.0% | −24.5% | +16.8% | +23.9% | −10.1% | −12.8% | −8.5% | −5.4% | −2.2% | −2.0% | +17.7% | −19.7pp |
| 2024 | +50.2% | +15.8% | −8.8% | −5.1% | +121.0% | −10.2% | +38.5% | +20.2% | +68.7% | −15.1% | −0.7% | −3.3% | +583.7% | +24.9% | +558.8pp |
| 2023 | −16.5% | −49.3% | −2.8% | −24.6% | +23.5% | +54.0% | −16.3% | −22.9% | +15.4% | +3.7% | +4.6% | +28.6% | −38.6% | +26.2% | −64.8pp |
| 2022 | −18.2% | +24.5% | −10.6% | −35.1% | −16.4% | −24.8% | +1.0% | +18.8% | −0.8% | −8.4% | −26.6% | +431.3% | +58.0% | −18.2% | +76.2pp |
| 2021 | +48.1% | −2.7% | −13.3% | +8.5% | +22.8% | −4.6% | −1.7% | +8.7% | −37.1% | +3.0% | −1.6% | −47.0% | −42.8% | +28.7% | −71.5pp |
| 2020 · part | — | — | — | — | +7.7% | −26.5% | +21.9% | −4.7% | −0.3% | −4.9% | +37.6% | +4.4% | +25.3% | +18.3% | +7.0pp |
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. SMMT 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 ⓘ | 6 | 6 | 6 | 6 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 50% | 17% | 50% | 57% | 29% | 57% | 50% | 33% | 33% | 33% | 50% |
| Median | +2.0% | +5.9% | −7.8% | +1.7% | +7.7% | −10.2% | +1.0% | +2.0% | −0.6% | −6.7% | −1.1% | +1.1% |
| Best | +50.2% | +24.5% | +14.3% | +25.0% | +121.0% | +54.0% | +38.5% | +20.2% | +68.7% | +3.7% | +37.6% | +431.3% |
| Worst | −18.2% | −49.3% | −13.3% | −35.1% | −24.5% | −26.5% | −16.3% | −22.9% | −37.1% | −15.1% | −26.6% | −47.0% |
| vs SPY ⓘ | +2.4pp | +4.0pp | −9.3pp | +0.8pp | +3.0pp | −13.7pp | −4.2pp | −3.0pp | +5.9pp | −7.4pp | −5.0pp | −0.1pp |
75 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
