| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMXT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.2% | −23.5% | −1.4% | −13.4% | −9.2% | −36.7% | +8.3% | — | — | — | — | — | −54.0% | +7.5% | −61.5pp |
| 2025 | +4.3% | −31.4% | +3.4% | −1.7% | −3.4% | −4.4% | −9.2% | +19.2% | −11.0% | −5.2% | −7.1% | −11.1% | −49.3% | +17.7% | −67.0pp |
| 2024 · part | — | — | +87.1% | +7.1% | −37.4% | −46.3% | +28.9% | −74.1% | −42.6% | +47.9% | +85.2% | −6.4% | −66.9% | +24.9% | −91.8pp |
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. SMXT 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 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 0% | 67% | 33% | 0% | 0% | 67% | 50% | 0% | 50% | 50% | 0% |
| Median | +8.7% | −27.4% | +3.4% | −1.7% | −9.2% | −36.7% | +8.3% | −27.4% | −26.8% | +21.4% | +39.0% | −8.8% |
| Best | +13.2% | −23.5% | +87.1% | +7.1% | −3.4% | −4.4% | +28.9% | +19.2% | −11.0% | +47.9% | +85.2% | −6.4% |
| Worst | +4.3% | −31.4% | −1.4% | −13.4% | −37.4% | −46.3% | −9.2% | −74.1% | −42.6% | −5.2% | −7.1% | −11.1% |
| vs SPY ⓘ | +6.7pp | −26.3pp | +9.0pp | −0.8pp | −14.5pp | −35.6pp | +10.6pp | −29.6pp | −29.6pp | +20.6pp | +35.9pp | −7.6pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
