| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EWUS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.5% | +0.5% | −11.1% | +6.7% | +2.6% | −1.6% | +3.8% | — | — | — | — | — | +5.4% | +7.5% | −2.1pp |
| 2025 | +2.1% | −1.3% | −0.5% | +6.1% | +9.6% | +4.8% | −3.6% | −0.1% | +2.5% | −1.2% | +1.1% | +3.9% | +25.1% | +17.7% | +7.4pp |
| 2024 | −3.1% | −0.7% | +5.3% | −1.9% | +8.9% | −4.4% | +9.0% | +0.4% | +1.7% | −7.3% | +1.1% | −4.1% | +3.5% | +24.9% | −21.3pp |
| 2023 | +8.4% | −1.7% | −2.5% | +5.4% | −4.5% | +0.6% | +5.5% | −3.7% | −5.0% | −7.0% | +11.5% | +9.5% | +15.4% | +26.2% | −10.8pp |
| 2022 | −7.4% | −6.3% | −2.0% | −6.7% | −0.6% | −11.5% | +8.0% | −11.1% | −14.5% | +7.9% | +13.6% | −2.1% | −31.2% | −18.2% | −13.0pp |
| 2021 | −1.0% | +6.2% | +2.6% | +5.1% | +3.4% | −4.9% | +2.5% | +4.3% | −7.0% | +2.0% | −6.1% | +5.9% | +12.6% | +28.7% | −16.2pp |
| 2020 | −4.2% | −10.7% | −27.0% | +13.2% | +2.5% | +0.2% | +3.7% | +7.4% | −5.2% | −0.7% | +16.9% | +9.4% | −2.6% | +18.3% | −20.9pp |
| 2019 | +11.0% | +4.1% | −0.5% | +4.7% | −7.1% | +1.6% | −3.4% | −1.7% | +4.6% | +6.3% | +4.0% | +8.2% | +35.2% | +31.2% | +3.9pp |
| 2018 | +4.0% | −5.8% | +1.2% | +3.3% | −0.3% | −2.4% | +1.1% | −2.3% | −1.3% | −9.9% | −3.9% | −5.1% | −20.2% | −4.6% | −15.6pp |
| 2017 | +4.1% | +1.1% | +2.4% | +7.4% | +1.2% | −1.8% | +4.2% | −0.8% | +4.6% | +1.9% | +0.2% | +4.0% | +32.2% | +21.7% | +10.5pp |
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. EWUS 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 | 15 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 50% | 53% | 47% | 80% | 60% | 33% | 80% | 50% | 50% | 50% | 71% | 71% |
| Median | +0.5% | +0.5% | −0.5% | +4.7% | +1.2% | −1.6% | +3.8% | +0.2% | −0.2% | +0.3% | +1.1% | +2.6% |
| Best | +11.0% | +10.4% | +7.7% | +13.2% | +9.6% | +4.8% | +9.0% | +7.4% | +5.9% | +7.9% | +16.9% | +9.5% |
| Worst | −8.8% | −10.7% | −27.0% | −6.7% | −11.1% | −12.3% | −3.6% | −11.1% | −14.5% | −9.9% | −6.1% | −5.1% |
| vs SPY ⓘ | −0.4pp | −0.0pp | −2.3pp | +0.7pp | −0.8pp | −3.1pp | +0.1pp | −0.6pp | −0.6pp | −2.7pp | −1.1pp | +2.8pp |
174 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
