| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TMRC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +55.7% | −4.2% | −24.2% | +47.8% | +0.0% | −20.6% | −33.3% | — | — | — | — | — | −11.4% | +7.5% | −18.9pp |
| 2025 | +27.9% | +21.9% | +23.1% | +35.4% | −21.5% | +21.6% | +19.4% | +57.3% | −20.1% | +20.4% | −22.3% | −29.9% | +143.9% | +17.7% | +126.2pp |
| 2024 | −18.6% | +14.5% | −7.7% | −5.7% | −2.6% | −32.4% | −8.7% | +42.9% | +1.0% | −19.1% | +6.1% | −3.8% | −41.8% | +24.9% | −66.7pp |
| 2023 | +8.7% | −11.8% | −1.6% | −30.9% | +7.1% | −8.8% | +20.5% | −21.5% | −35.0% | −29.0% | −14.4% | +38.7% | −67.0% | +26.2% | −93.2pp |
| 2022 | +8.1% | −10.8% | +14.2% | −4.6% | −15.0% | +6.5% | +2.9% | +3.1% | −3.0% | −2.4% | −1.8% | −29.5% | −33.8% | −18.2% | −15.7pp |
| 2021 | −14.1% | +157.2% | −19.9% | −30.0% | −5.9% | −1.0% | −26.5% | −4.0% | −0.3% | +47.0% | −25.6% | +25.5% | +11.3% | +28.7% | −17.4pp |
| 2020 | −39.4% | −3.9% | −7.9% | +47.0% | +97.9% | −5.5% | +4.7% | −17.4% | −14.0% | +6.7% | +12.5% | +9.3% | +43.9% | +18.3% | +25.6pp |
| 2019 | −16.0% | +4.6% | −10.2% | +12.8% | +105.7% | −26.6% | +20.5% | −5.0% | −2.6% | −21.6% | −17.0% | +410.8% | +398.0% | +31.2% | +366.8pp |
| 2018 | −7.9% | +2.0% | −4.3% | −5.1% | +5.4% | +17.8% | +14.7% | −21.4% | −8.4% | +11.1% | +25.0% | −1.2% | +20.0% | −4.6% | +24.6pp |
| 2017 | +14.6% | +49.0% | +40.1% | −19.8% | −19.0% | +23.5% | −4.3% | +7.0% | −2.3% | −1.9% | −17.5% | +21.1% | +87.9% | +21.7% | +66.2pp |
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. TMRC 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 ⓘ | 18 | 19 | 19 | 19 | 19 | 18 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 28% | 53% | 32% | 42% | 37% | 33% | 50% | 42% | 21% | 42% | 37% | 47% |
| Median | −9.4% | +1.6% | −1.6% | −2.7% | −2.6% | −6.7% | −0.3% | −2.2% | −5.0% | −0.0% | −1.8% | −1.2% |
| Best | +55.7% | +157.2% | +47.5% | +81.8% | +105.7% | +172.7% | +51.7% | +200.0% | +68.5% | +68.8% | +111.1% | +410.8% |
| Worst | −39.4% | −38.9% | −24.2% | −75.6% | −34.3% | −60.6% | −74.7% | −21.9% | −35.0% | −29.0% | −26.7% | −29.9% |
| vs SPY ⓘ | −10.8pp | −1.3pp | −1.8pp | −1.3pp | −6.6pp | −7.8pp | −6.3pp | −3.3pp | −8.9pp | −4.3pp | −6.5pp | +5.6pp |
227 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
