| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HWC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.0% | −4.3% | −2.6% | +6.2% | +0.9% | +10.5% | +2.1% | — | — | — | — | — | +21.6% | +9.3% | +12.3pp |
| 2025 | +9.2% | −4.4% | −7.4% | −0.7% | +5.0% | +5.9% | +4.0% | +5.4% | +0.2% | −8.8% | +6.1% | +5.8% | +20.0% | +17.7% | +2.3pp |
| 2024 | −7.2% | −3.3% | +6.3% | −1.4% | +3.0% | +3.3% | +14.4% | −1.8% | −4.0% | +1.8% | +14.0% | −7.2% | +16.1% | +24.9% | −8.8pp |
| 2023 | +6.4% | −4.6% | −25.4% | +0.3% | +0.0% | +5.9% | +14.7% | −6.3% | −9.7% | −6.9% | +19.8% | +18.6% | +3.3% | +26.2% | −22.9pp |
| 2022 | +5.4% | +5.6% | −5.9% | −10.3% | +6.6% | −10.6% | +10.1% | −1.2% | −4.5% | +22.0% | −1.8% | −11.3% | −1.2% | −18.2% | +16.9pp |
| 2021 | +0.4% | +10.6% | +12.1% | +10.1% | +7.1% | −9.7% | −1.6% | +5.1% | +3.1% | +5.0% | −3.4% | +5.3% | +50.6% | +28.7% | +21.9pp |
| 2020 | −9.4% | −15.7% | −41.3% | +7.1% | +3.4% | −0.8% | −10.1% | +5.0% | −4.7% | +21.6% | +22.8% | +22.2% | −19.1% | +18.3% | −37.4pp |
| 2019 | +18.6% | +6.3% | −6.9% | +8.3% | −13.2% | +6.2% | +3.6% | −15.4% | +9.9% | +1.8% | +4.1% | +8.8% | +30.2% | +31.2% | −1.0pp |
| 2018 | +8.5% | −3.7% | +0.5% | −5.5% | +2.9% | −6.7% | +7.7% | +2.6% | −7.3% | −11.8% | −4.1% | −13.3% | −28.5% | −4.6% | −23.9pp |
| 2017 | +6.4% | +3.5% | −3.5% | +2.5% | −1.1% | +6.6% | −6.1% | −3.9% | +10.2% | +0.6% | +5.3% | −3.2% | +17.2% | +21.7% | −4.5pp |
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. HWC 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 ⓘ | 52% | 43% | 57% | 43% | 71% | 52% | 62% | 43% | 52% | 67% | 71% | 57% |
| Median | +0.4% | −0.4% | +0.5% | −0.7% | +1.1% | +0.6% | +3.6% | −1.8% | +0.1% | +2.0% | +4.6% | +4.3% |
| Best | +18.6% | +12.1% | +14.2% | +21.1% | +8.4% | +10.5% | +24.3% | +13.8% | +11.5% | +22.0% | +23.8% | +22.2% |
| Worst | −39.8% | −15.7% | −41.3% | −11.8% | −13.2% | −12.2% | −10.1% | −15.4% | −13.5% | −13.4% | −7.0% | −13.3% |
| vs SPY ⓘ | +0.1pp | −2.0pp | −0.6pp | −3.4pp | −0.4pp | −1.7pp | +1.7pp | −1.3pp | −0.2pp | −0.2pp | +3.5pp | +0.9pp |
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.
