| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FWRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | −22.1% | −15.9% | +25.2% | −11.4% | +10.8% | +2.4% | — | — | — | — | — | −12.5% | +7.5% | −20.0pp |
| 2025 | +12.7% | +1.6% | −21.9% | +6.1% | −12.6% | +3.9% | +7.8% | +9.0% | −17.0% | +5.4% | +12.6% | −18.7% | −19.0% | +17.7% | −36.7pp |
| 2024 | +6.8% | +16.7% | −1.7% | +3.7% | −22.9% | −10.8% | −7.3% | +1.5% | −5.5% | +8.9% | +12.3% | −2.5% | −7.4% | +24.9% | −32.3pp |
| 2023 | +19.7% | −5.7% | +5.1% | +0.1% | +9.8% | −4.2% | +10.3% | +2.6% | −9.6% | −3.4% | +8.2% | +11.2% | +48.6% | +26.2% | +22.4pp |
| 2022 | −10.3% | −3.5% | −10.1% | −0.4% | +22.3% | −9.3% | +15.3% | +0.9% | −13.7% | +17.7% | −8.0% | −13.7% | −19.3% | −18.2% | −1.1pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −7.6% | −15.9% | −22.3% | +28.7% | −51.1pp |
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. FWRG 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 80% | 40% | 20% | 80% | 40% | 40% | 80% | 100% | 0% | 75% | 60% | 20% |
| Median | +6.8% | −3.5% | −10.1% | +3.7% | −11.4% | −4.2% | +7.8% | +2.0% | −11.6% | +7.2% | +8.2% | −13.7% |
| Best | +19.7% | +16.7% | +5.1% | +25.2% | +22.3% | +10.8% | +15.3% | +9.0% | −5.5% | +17.7% | +12.6% | +11.2% |
| Worst | −10.3% | −22.1% | −21.9% | −0.4% | −22.9% | −10.8% | −7.3% | +0.9% | −17.0% | −3.4% | −8.0% | −18.7% |
| vs SPY ⓘ | +5.2pp | −0.6pp | −11.0pp | +7.7pp | −16.6pp | −1.3pp | +5.5pp | +4.6pp | −6.2pp | +6.3pp | −0.9pp | −7.9pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
