Monthly returns breakdown of the Mars sector rotation strategy
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +11.6% | +2.2% | +11.3% | -2.2% | +10.3% | +2.5% | +4.8% | -7.8% | -5.0% | -1.4% | +14.5% | +12.2% | +63.2% |
| 2024 | -2.3% | +27.9% | +20.7% | -12.4% | +14.6% | +5.1% | -1.4% | -3.1% | +6.6% | +5.1% | +25.6% | +4.6% | +123.8% |
| 2025 | +27.2% | -3.7% | -6.1% | +24.0% | +9.4% | +17.0% | +14.6% | +3.6% | +14.7% | +11.4% | -12.2% | -2.9% | +135.8% |
| 2026 | +28.2% | +8.8% | -8.9% | — | — | — | — | — | — | — | — | — | +27.1% |
| Avg | +16.2% | +8.8% | +4.3% | +3.1% | +11.4% | +8.2% | +6.0% | -2.5% | +5.4% | +5.0% | +9.3% | +4.6% | +87.5% |
| Year | Q1 | Q2 | Q3 | Q4 | YTD |
|---|---|---|---|---|---|
| 2023 | +26.9% | +10.6% | -8.2% | +26.7% | +63.2% |
| 2024 | +50.9% | +5.6% | +1.8% | +38.0% | +123.8% |
| 2025 | +15.1% | +58.7% | +36.0% | -5.1% | +135.8% |
| 2026 | +27.1% | — | — | — | +27.1% |
| Avg | +30.0% | +25.0% | +9.9% | +19.9% | +87.5% |