| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DWAS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +2.9% | −4.0% | +13.8% | +3.6% | +9.6% | −15.1% | — | — | — | — | — | +11.7% | +7.5% | +4.2pp |
| 2025 | +1.8% | −8.3% | −8.4% | −1.8% | +6.1% | +4.5% | −0.5% | +5.6% | +3.4% | +2.0% | +3.5% | −0.6% | +6.1% | +17.7% | −11.6pp |
| 2024 | −0.9% | +8.5% | +0.9% | −7.9% | +5.4% | −3.6% | +8.8% | −0.2% | +1.2% | −1.7% | +12.6% | −11.1% | +9.8% | +24.9% | −15.1pp |
| 2023 | +6.1% | −0.2% | −4.3% | −2.4% | +0.8% | +8.8% | +5.8% | −3.5% | −6.3% | −7.3% | +9.0% | +11.5% | +16.9% | +26.2% | −9.3pp |
| 2022 | −11.7% | +3.8% | +2.7% | −6.5% | +1.5% | −15.3% | +11.3% | +0.9% | −9.9% | +13.1% | +0.5% | −6.4% | −18.5% | −18.2% | −0.3pp |
| 2021 | +6.9% | +6.7% | −1.0% | +0.1% | +2.3% | +3.2% | −5.7% | +2.8% | +0.9% | +7.0% | −5.3% | +1.1% | +19.8% | +28.7% | −9.0pp |
| 2020 | −2.8% | −5.8% | −22.0% | +13.4% | +10.9% | +4.6% | +6.3% | +4.5% | −0.0% | −0.3% | +18.3% | +7.5% | +32.3% | +18.3% | +14.0pp |
| 2019 | +10.5% | +6.5% | −1.3% | +1.0% | −3.0% | +9.1% | +1.8% | −2.9% | −6.2% | +2.8% | +5.8% | +5.0% | +31.4% | +31.2% | +0.2pp |
| 2018 | +4.4% | −2.1% | −0.5% | −0.1% | +8.4% | +0.6% | +0.6% | +9.3% | −3.1% | −13.7% | +0.4% | −12.7% | −10.7% | −4.6% | −6.1pp |
| 2017 | +0.2% | +1.0% | +0.0% | +1.3% | −1.0% | +4.2% | +2.8% | +0.9% | +7.1% | +1.4% | +1.9% | −0.4% | +20.8% | +21.7% | −0.9pp |
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. DWAS 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 57% | 64% | 36% | 50% | 86% | 79% | 71% | 64% | 50% | 57% | 86% | 57% |
| Median | +1.0% | +2.8% | −0.7% | −0.0% | +3.0% | +3.7% | +2.5% | +0.9% | +0.5% | +1.1% | +4.1% | +1.2% |
| Best | +10.5% | +8.5% | +6.6% | +13.8% | +10.9% | +9.6% | +11.3% | +9.3% | +7.1% | +13.1% | +18.3% | +11.5% |
| Worst | −11.7% | −8.3% | −22.0% | −7.9% | −3.0% | −15.3% | −15.1% | −6.3% | −9.9% | −13.7% | −5.3% | −12.7% |
| vs SPY ⓘ | −0.7pp | +1.9pp | −1.7pp | −1.4pp | +0.8pp | +1.5pp | +0.3pp | +0.6pp | −0.4pp | −0.9pp | +1.7pp | −0.6pp |
168 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
