| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EWBC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.8% | −3.7% | −2.5% | +18.5% | −2.5% | +5.3% | +1.4% | — | — | — | — | — | +18.0% | +9.3% | +8.7pp |
| 2025 | +6.9% | −7.2% | −4.9% | −4.7% | +7.3% | +10.7% | −0.7% | +5.5% | +1.2% | −4.6% | +5.6% | +5.3% | +20.3% | +17.7% | +2.6pp |
| 2024 | +1.2% | +0.8% | +8.6% | −5.8% | +0.3% | −1.3% | +20.0% | −3.7% | −1.6% | +17.8% | +13.1% | −12.7% | +36.8% | +24.9% | +11.9pp |
| 2023 | +19.2% | −2.3% | −27.2% | −6.0% | −7.4% | +10.3% | +18.8% | −11.0% | −4.8% | +2.6% | +17.3% | +14.4% | +12.8% | +26.2% | −13.4pp |
| 2022 | +9.7% | +1.9% | −9.8% | −9.3% | +3.1% | −11.9% | +11.4% | +0.5% | −7.0% | +7.2% | −1.9% | −6.1% | −14.4% | −18.2% | +3.7pp |
| 2021 | +18.2% | +21.0% | +2.3% | +3.6% | −1.8% | −4.1% | −0.3% | +3.1% | +5.7% | +2.9% | −3.1% | +2.2% | +58.0% | +28.7% | +29.3pp |
| 2020 | −5.3% | −15.5% | −33.6% | +36.2% | +0.4% | +3.7% | −4.4% | +7.0% | −11.0% | +12.3% | +17.1% | +18.7% | +7.2% | +18.3% | −11.1pp |
| 2019 | +15.6% | +9.0% | −12.2% | +7.9% | −17.0% | +9.5% | +3.2% | −14.3% | +7.7% | −2.5% | +6.8% | +6.3% | +14.3% | +31.2% | −16.9pp |
| 2018 | +8.4% | −0.2% | −4.6% | +6.8% | +4.3% | −6.2% | −0.4% | −2.1% | −4.8% | −12.8% | +2.4% | −18.9% | −27.4% | −4.6% | −22.9pp |
| 2017 | +1.6% | +5.2% | −4.6% | +5.5% | +0.8% | +7.0% | −2.4% | −2.8% | +8.0% | +0.4% | +2.8% | −1.2% | +21.4% | +21.7% | −0.3pp |
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. EWBC 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 ⓘ | 71% | 57% | 38% | 57% | 57% | 52% | 57% | 48% | 43% | 76% | 62% | 62% |
| Median | +4.0% | +1.2% | −2.5% | +2.9% | +0.4% | +0.6% | +0.7% | −1.5% | −1.6% | +5.9% | +1.8% | +2.0% |
| Best | +19.2% | +21.0% | +8.6% | +49.5% | +18.3% | +10.7% | +68.7% | +8.5% | +11.3% | +30.6% | +61.8% | +18.7% |
| Worst | −40.6% | −24.9% | −35.7% | −19.2% | −17.0% | −46.7% | −8.2% | −14.3% | −11.0% | −12.8% | −20.1% | −18.9% |
| vs SPY ⓘ | +4.0pp | +1.3pp | −2.3pp | −0.2pp | −1.7pp | +0.7pp | −1.9pp | −1.7pp | −1.2pp | +2.6pp | −0.2pp | −0.1pp |
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.
