Performance
Results require context.
Performance is most useful when the period, fees, methodology, benchmark, risks, and limitations are presented together.
2025 annual performance
January 1–December 31, 2025
IBKR advisor-report sourced · Unaudited
49.8%
Reported annual return after advisory fees¹
16.39%
S&P 500 price return²
+33.41 pts
Simple excess return³
How to read the figures
Comparison, not equivalence.
¹ The 49.8% result was taken directly from Interactive Brokers advisor reports for the applicable account or accounts for January 1 through December 31, 2025 and is described as performance after advisory fees. The advisor reports are account-reporting records, not an independent audit. Interactive Brokers produced the underlying reports but has not reviewed or endorsed Montoney Capital’s selection, benchmark comparison, disclosures, or use of the figure on this website. The reports and supporting records should be retained with the approved advertisement. Individual client results may differ materially.
² S&P Dow Jones Indices reports a 16.39% S&P 500 price return for 2025. Price return excludes dividends. The index is unmanaged, cannot be invested in directly, and may differ materially in holdings, risk, volatility, cash flows, and objectives. Review the index source ↗
³ The 33.41 percentage-point figure is the arithmetic difference between 49.8% and 16.39%. It is simple excess return—not risk-adjusted alpha—and does not account for beta, volatility, portfolio composition, or other differences.
Investment risk
Investing involves risk, including possible loss of principal. No strategy can assure a profit or prevent loss.
Individual outcomes
Client results may differ because of timing, holdings, fees, cash flows, restrictions, risk profiles, and other circumstances.
Past performance
Past performance does not guarantee or predict future results.
Additional information