| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 06N.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.8% | −4.0% | +3.4% | −0.8% | −1.6% | +6.3% | −3.1% | — | — | — | — | — | +0.4% | +7.5% | −7.1pp |
| 2025 | +3.7% | +4.7% | −1.9% | −7.9% | −0.4% | −0.4% | −5.8% | +1.2% | +12.5% | +10.0% | +1.6% | −21.5% | −8.2% | +17.7% | −26.0pp |
| 2024 | −11.9% | −1.8% | −3.7% | +2.9% | +2.5% | −6.0% | −1.9% | +6.0% | −6.5% | +0.8% | −6.2% | −7.0% | −29.4% | +24.9% | −54.3pp |
| 2023 | −3.0% | +1.3% | −1.3% | −2.4% | +55.2% | −10.6% | −21.1% | −1.5% | +1.3% | −5.0% | +2.1% | −2.6% | −2.2% | +26.2% | −28.4pp |
| 2022 | +11.5% | −17.3% | +58.5% | −3.6% | −10.8% | −2.5% | −5.9% | −0.3% | −16.0% | +12.3% | +40.7% | −5.7% | +43.7% | −18.2% | +61.9pp |
| 2021 | +2.6% | +74.8% | +5.0% | −7.9% | +0.7% | −11.4% | +46.2% | +2.8% | −11.4% | −2.8% | +7.1% | −19.2% | +73.5% | +28.7% | +44.8pp |
| 2020 | +0.0% | +0.0% | +0.0% | +38.0% | +23.2% | +12.4% | +172.3% | +20.2% | −13.6% | +19.4% | +16.3% | +3.3% | +675.0% | +18.3% | +656.7pp |
| 2019 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +31.2% | −31.2pp |
| 2018 | +0.0% | −5.4% | −22.9% | +7.4% | +3.4% | +0.0% | +3.3% | −6.5% | −31.0% | +0.0% | +0.0% | +0.0% | −45.9% | −4.6% | −41.4pp |
| 2017 | −15.8% | −6.3% | −10.0% | −25.9% | −30.0% | +0.0% | +3.6% | −3.4% | +0.0% | −3.6% | +22.2% | +12.1% | −51.3% | +21.7% | −73.0pp |
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. 06N.WA 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.
