| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CWBHF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +39.0% | +47.1% | −2.0% | −23.4% | −9.3% | −35.8% | −31.6% | — | — | — | — | — | −38.9% | +9.3% | −48.2pp |
| 2025 | +14.9% | −7.4% | −9.0% | +0.0% | +4.4% | +3.2% | −6.1% | +5.4% | +75.3% | −16.5% | −27.5% | +256.7% | +290.4% | +17.7% | +272.7pp |
| 2024 | −11.0% | −15.4% | +32.9% | +17.8% | −27.5% | +11.1% | −13.0% | −9.7% | −6.2% | +2.1% | −11.9% | −25.4% | −53.0% | +24.9% | −77.9pp |
| 2023 | +8.0% | −31.7% | −20.0% | +10.5% | −41.7% | −12.2% | +79.9% | −13.2% | +33.3% | −30.0% | −21.5% | +1.1% | −61.4% | +26.2% | −87.6pp |
| 2022 | −2.4% | +18.5% | −9.3% | −16.8% | −49.6% | +0.8% | +56.8% | −19.4% | −28.9% | +94.1% | −24.1% | −13.6% | −49.2% | −18.2% | −31.0pp |
| 2021 | +21.8% | +16.9% | −4.3% | −10.9% | +19.0% | −25.2% | −10.3% | −23.3% | −21.1% | −15.5% | −20.7% | −21.5% | −69.1% | +28.7% | −97.8pp |
| 2020 | −6.3% | −21.0% | −23.4% | +4.4% | +18.2% | −29.0% | −8.6% | −2.9% | −29.8% | +16.4% | +89.2% | −37.0% | −57.0% | +18.3% | −75.4pp |
| 2019 | +48.7% | −9.0% | +32.8% | −3.5% | −31.7% | +11.0% | +20.5% | −6.2% | −16.1% | −10.7% | −21.4% | −21.1% | −30.8% | +31.2% | −62.1pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −17.0% | +18.9% | −2.6% | −3.8% | −4.6% | +0.7pp |
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. CWBHF 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 38% | 25% | 38% | 38% | 50% | 38% | 14% | 29% | 38% | 25% | 25% |
| Median | +11.5% | −8.2% | −6.6% | −1.7% | −18.4% | −5.7% | −7.4% | −9.7% | −16.1% | −13.1% | −21.1% | −17.3% |
| Best | +48.7% | +47.1% | +32.9% | +17.8% | +19.0% | +11.1% | +79.9% | +5.4% | +75.3% | +94.1% | +89.2% | +256.7% |
| Worst | −11.0% | −31.7% | −23.4% | −23.4% | −49.6% | −35.8% | −31.6% | −23.3% | −29.8% | −30.0% | −27.5% | −37.0% |
| vs SPY ⓘ | +7.5pp | −9.2pp | −6.1pp | −7.8pp | −19.9pp | −10.3pp | −10.6pp | −11.6pp | −16.4pp | −11.5pp | −22.5pp | −15.4pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
