| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARTW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.9% | −7.8% | −11.4% | +29.2% | −4.4% | +1.9% | −17.5% | — | — | — | — | — | −7.7% | +9.3% | −17.0pp |
| 2025 | −21.7% | −3.5% | −3.0% | +8.8% | +4.0% | +27.8% | +33.5% | +2.6% | −21.3% | −0.4% | −4.5% | −0.4% | +8.3% | +17.7% | −9.4pp |
| 2024 | −1.0% | −3.9% | +6.6% | −10.0% | −7.9% | −10.3% | −7.7% | +43.8% | −10.6% | −11.4% | +3.4% | +28.0% | +4.8% | +24.9% | −20.1pp |
| 2023 | +29.5% | −14.8% | −7.5% | +35.5% | −7.1% | −5.6% | +13.7% | +0.4% | −12.0% | −14.9% | +3.0% | +0.5% | +7.3% | +26.2% | −18.9pp |
| 2022 | −5.1% | +20.8% | +36.0% | −48.9% | −8.2% | +14.7% | −26.6% | +13.8% | −26.2% | +13.1% | −6.3% | −0.5% | −45.5% | −18.2% | −27.3pp |
| 2021 | +14.3% | −4.3% | −1.9% | +1.3% | +5.0% | +3.5% | +8.5% | −8.7% | +7.1% | +2.8% | −4.6% | +0.0% | +22.9% | +28.7% | −5.8pp |
| 2020 | +0.0% | +16.9% | +1.9% | −7.6% | −0.5% | +21.1% | −7.2% | +8.0% | −2.3% | +1.7% | +6.4% | +15.7% | +62.7% | +18.3% | +44.4pp |
| 2019 | −5.0% | +13.2% | −4.2% | +4.4% | −6.8% | +0.8% | +5.4% | −4.9% | +5.7% | −15.0% | +1.1% | −3.8% | −11.5% | +31.2% | −42.7pp |
| 2018 | −1.1% | −11.9% | −7.7% | +8.3% | +5.8% | −5.5% | +5.8% | +0.0% | −9.1% | −14.6% | +11.9% | −16.3% | −33.0% | −4.6% | −28.4pp |
| 2017 | −7.4% | +27.0% | −13.0% | −3.7% | −9.3% | −3.0% | −5.1% | −25.0% | +9.5% | +17.4% | +0.0% | +10.5% | −12.2% | +21.7% | −33.9pp |
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. ARTW 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 38% | 38% | 52% | 33% | 43% | 43% | 48% | 33% | 43% | 52% | 57% |
| Median | −1.0% | −3.5% | −3.0% | +1.3% | −4.0% | −2.1% | −2.8% | +0.0% | −2.5% | −0.7% | +0.0% | +2.0% |
| Best | +72.1% | +27.0% | +36.0% | +43.2% | +42.8% | +27.8% | +46.8% | +43.8% | +24.0% | +62.4% | +14.4% | +28.0% |
| Worst | −21.7% | −30.7% | −13.0% | −48.9% | −13.6% | −13.4% | −26.6% | −25.0% | −39.8% | −48.2% | −16.1% | −16.3% |
| vs SPY ⓘ | +0.2pp | −3.8pp | −5.0pp | −2.3pp | −5.3pp | −3.4pp | −5.0pp | −0.6pp | −4.8pp | −3.8pp | −3.8pp | +2.3pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
