| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSWL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.3% | +6.5% | −16.9% | +14.0% | −1.8% | +16.4% | −9.8% | — | — | — | — | — | +1.7% | +7.5% | −5.9pp |
| 2025 | +0.0% | −0.4% | −0.6% | −4.0% | +1.8% | +15.8% | +17.4% | +25.8% | +4.2% | −13.1% | +5.5% | −2.1% | +54.7% | +17.7% | +37.0pp |
| 2024 | −10.5% | −5.5% | −0.2% | +2.0% | +8.1% | +0.6% | +3.7% | −4.3% | +4.9% | +2.4% | +3.1% | −5.6% | −2.7% | +24.9% | −27.6pp |
| 2023 | −0.4% | −6.8% | −8.3% | +0.0% | +0.4% | +2.6% | −2.3% | −2.7% | −5.2% | −6.8% | +22.4% | +1.5% | −8.5% | +26.2% | −34.6pp |
| 2022 | +0.0% | +1.0% | −5.9% | −3.3% | −9.6% | +4.3% | +0.6% | −1.0% | −4.0% | +0.3% | +5.5% | −2.1% | −14.0% | −18.2% | +4.2pp |
| 2021 | +9.2% | +14.1% | −3.0% | +8.5% | +3.4% | +22.9% | −4.8% | −4.4% | −18.3% | +11.7% | +19.1% | −16.5% | +37.7% | +28.7% | +8.9pp |
| 2020 | +4.0% | −2.9% | −18.3% | +2.5% | +10.6% | +2.1% | −2.4% | +2.7% | +9.5% | +2.6% | +9.0% | −1.0% | +16.0% | +18.3% | −2.3pp |
| 2019 | +0.6% | +1.0% | −2.2% | +0.3% | −5.0% | +0.1% | −3.3% | −0.0% | −1.4% | −2.9% | +4.2% | +3.2% | −5.7% | +31.2% | −36.9pp |
| 2018 | −1.1% | +19.0% | −2.5% | −2.2% | +0.7% | +11.5% | +2.3% | −0.2% | +1.4% | −7.1% | −1.1% | −4.4% | +14.3% | −4.6% | +18.8pp |
| 2017 | +3.4% | −0.5% | +6.6% | −2.1% | +1.0% | +17.3% | +15.1% | +6.7% | −1.9% | +2.3% | +4.8% | −3.9% | +57.9% | +21.7% | +36.2pp |
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. DSWL 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 ⓘ | 48% | 57% | 24% | 71% | 48% | 67% | 67% | 38% | 33% | 52% | 71% | 29% |
| Median | +0.0% | +1.0% | −3.0% | +2.5% | −0.0% | +2.6% | +1.5% | −1.0% | −1.9% | +0.3% | +3.1% | −3.7% |
| Best | +26.9% | +23.9% | +25.5% | +37.9% | +16.3% | +32.6% | +17.4% | +25.8% | +9.5% | +12.5% | +22.4% | +5.1% |
| Worst | −21.0% | −8.4% | −18.3% | −4.0% | −12.0% | −24.4% | −9.8% | −21.1% | −25.4% | −13.1% | −36.8% | −34.6% |
| vs SPY ⓘ | −2.6pp | +3.7pp | −4.1pp | +1.1pp | −1.8pp | +0.7pp | −1.1pp | −0.9pp | −2.8pp | −1.8pp | −0.0pp | −3.1pp |
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.
