| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CWI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.1% | +5.5% | −8.1% | +7.2% | +4.1% | +0.8% | −0.7% | — | — | — | — | — | +13.7% | +7.5% | +6.2pp |
| 2025 | +3.2% | +2.2% | +0.4% | +2.7% | +4.6% | +4.2% | −1.1% | +4.1% | +3.9% | +1.8% | +0.3% | +2.5% | +32.8% | +17.7% | +15.0pp |
| 2024 | −1.7% | +3.4% | +3.3% | −2.5% | +4.2% | −0.5% | +2.2% | +2.8% | +2.4% | −4.4% | +0.0% | −2.7% | +6.3% | +24.9% | −18.6pp |
| 2023 | +8.6% | −4.5% | +3.1% | +1.9% | −3.5% | +5.0% | +3.5% | −4.9% | −3.2% | −3.0% | +8.2% | +4.9% | +15.7% | +26.2% | −10.4pp |
| 2022 | −2.5% | −3.6% | −0.1% | −6.5% | +1.9% | −7.9% | +3.2% | −4.4% | −9.6% | +3.7% | +13.3% | −2.0% | −15.4% | −18.2% | +2.8pp |
| 2021 | +0.9% | +2.1% | +1.4% | +2.7% | +3.3% | −0.5% | −1.7% | +1.1% | −3.5% | +3.1% | −4.1% | +4.0% | +8.8% | +28.7% | −19.9pp |
| 2020 | −3.4% | −6.7% | −15.1% | +6.5% | +4.2% | +4.8% | +4.1% | +3.9% | −2.0% | −2.2% | +12.3% | +5.7% | +9.8% | +18.3% | −8.5pp |
| 2019 | +7.6% | +1.8% | +1.0% | +2.8% | −5.5% | +6.0% | −1.9% | −2.4% | +2.6% | +3.4% | +1.2% | +4.0% | +21.9% | +31.2% | −9.3pp |
| 2018 | +5.8% | −5.3% | −0.5% | +0.7% | −2.0% | −2.2% | +2.7% | −2.2% | +0.5% | −8.1% | +1.7% | −4.9% | −13.8% | −4.6% | −9.3pp |
| 2017 | +4.0% | +1.1% | +3.0% | +2.0% | +3.2% | +0.6% | +3.4% | +0.6% | +1.9% | +1.9% | +0.7% | +1.7% | +26.9% | +21.7% | +5.2pp |
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. CWI 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 ⓘ | 19 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 53% | 55% | 60% | 80% | 55% | 45% | 55% | 47% | 58% | 58% | 63% | 63% |
| Median | +0.9% | +0.9% | +0.7% | +2.7% | +1.8% | −0.5% | +1.3% | −0.4% | +1.4% | +1.8% | +0.3% | +1.7% |
| Best | +8.6% | +5.8% | +10.2% | +13.7% | +15.1% | +6.5% | +10.8% | +4.1% | +10.2% | +11.5% | +13.3% | +9.0% |
| Worst | −13.4% | −9.5% | −15.1% | −6.5% | −11.2% | −9.1% | −3.7% | −8.6% | −12.6% | −21.6% | −6.5% | −4.9% |
| vs SPY ⓘ | −0.4pp | −0.6pp | −0.2pp | +1.1pp | −1.0pp | −0.9pp | −0.8pp | −0.7pp | +0.6pp | −0.8pp | −1.4pp | +0.3pp |
234 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
