| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DWSN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +32.7% | +65.2% | +1.2% | −4.3% | +17.5% | +52.7% | −22.4% | — | — | — | — | — | +195.5% | +9.3% | +186.2pp |
| 2025 | +4.5% | +3.6% | −15.2% | +1.6% | +6.4% | +9.8% | −0.7% | +12.4% | +8.0% | +11.9% | −0.5% | −20.4% | +16.4% | +17.7% | −1.3pp |
| 2024 | −4.9% | −24.1% | +7.6% | +30.6% | +22.5% | +0.5% | +0.0% | −21.5% | +3.3% | +7.6% | −11.8% | −10.7% | −14.2% | +24.9% | −39.1pp |
| 2023 | −18.6% | +3.6% | −6.2% | +23.2% | +1.6% | +4.6% | −10.8% | +10.5% | +16.0% | −31.0% | −1.9% | +16.6% | −6.6% | +26.2% | −32.8pp |
| 2022 | +0.9% | +0.0% | −0.4% | −21.0% | −11.4% | −17.8% | +13.4% | −27.0% | +43.2% | +23.3% | +0.0% | +0.0% | −15.5% | −18.2% | +2.7pp |
| 2021 | +21.7% | +10.5% | −14.0% | −6.1% | +3.9% | +9.2% | +3.8% | −28.8% | +29.0% | −6.8% | +0.0% | +0.0% | +9.4% | +28.7% | −19.3pp |
| 2020 | +0.0% | −14.2% | −52.8% | +27.6% | +6.5% | +9.1% | +25.0% | −1.7% | −0.6% | +1.7% | +10.6% | +7.1% | −11.7% | +18.3% | −30.0pp |
| 2019 | +15.7% | −7.7% | −18.8% | −4.4% | −20.0% | +11.6% | −4.8% | −11.3% | +1.4% | +12.1% | −5.8% | +6.2% | −29.0% | +31.2% | −60.2pp |
| 2018 | +28.4% | −13.6% | +22.3% | +6.8% | +3.5% | +11.3% | −1.1% | −20.6% | −0.2% | −9.4% | −33.7% | −9.1% | −28.6% | −4.6% | −24.0pp |
| 2017 | −1.5% | −2.5% | −28.0% | −9.5% | −23.5% | +1.8% | +2.3% | +4.2% | +8.4% | −2.4% | +10.9% | +1.4% | −38.2% | +21.7% | −59.9pp |
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. DWSN 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 ⓘ | 57% | 48% | 48% | 62% | 48% | 71% | 33% | 29% | 57% | 38% | 29% | 57% |
| Median | +2.6% | +0.0% | −0.4% | +6.8% | −4.4% | +4.5% | −4.8% | −8.3% | +1.4% | −4.3% | −1.9% | +1.4% |
| Best | +39.3% | +65.2% | +34.0% | +53.9% | +45.2% | +52.7% | +25.0% | +12.4% | +43.2% | +26.8% | +44.3% | +18.0% |
| Worst | −19.3% | −24.1% | −52.8% | −21.0% | −23.5% | −17.8% | −28.1% | −28.8% | −31.0% | −58.8% | −33.7% | −21.9% |
| vs SPY ⓘ | +6.0pp | −0.4pp | −4.2pp | +5.5pp | −5.9pp | +1.9pp | −6.3pp | −8.5pp | +1.2pp | −5.2pp | −5.6pp | +0.4pp |
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.
