| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IWLG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.1% | −3.2% | −6.1% | +12.9% | +6.4% | −1.3% | −5.0% | — | — | — | — | — | −0.8% | +9.3% | −10.1pp |
| 2025 | +3.3% | −3.4% | −8.7% | +2.2% | +9.7% | +7.3% | +1.7% | −1.1% | +3.3% | +4.6% | −2.8% | −0.9% | +14.7% | +17.7% | −3.0pp |
| 2024 | +4.5% | +7.0% | +1.5% | −4.8% | +4.7% | +8.1% | −2.5% | +1.8% | +2.7% | −0.7% | +6.8% | −0.7% | +31.5% | +24.9% | +6.6pp |
| 2023 | +7.2% | −1.9% | +5.8% | +1.4% | +6.0% | +5.3% | +3.1% | −0.6% | −5.8% | −0.8% | +13.1% | +5.0% | +43.2% | +26.2% | +17.1pp |
| 2022 · part | — | — | — | — | — | — | +11.7% | −5.7% | −10.2% | +7.4% | +7.3% | −6.9% | +1.4% | −18.2% | +19.6pp |
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. IWLG 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 50% | 75% | 100% | 75% | 60% | 25% | 50% | 50% | 75% | 25% |
| Median | +3.9% | −2.6% | −2.3% | +1.8% | +6.2% | +6.3% | +1.7% | −0.9% | −1.5% | +1.9% | +7.1% | −0.8% |
| Best | +7.2% | +7.0% | +5.8% | +12.9% | +9.7% | +8.1% | +11.7% | +1.8% | +3.3% | +7.4% | +13.1% | +5.0% |
| Worst | −3.1% | −3.4% | −8.7% | −4.8% | +4.7% | −1.3% | −5.0% | −5.7% | −10.2% | −0.8% | −2.8% | −6.9% |
| vs SPY ⓘ | +0.8pp | −0.8pp | −1.5pp | +1.1pp | +2.3pp | +1.0pp | −0.6pp | −1.1pp | −0.6pp | +0.8pp | +1.3pp | −0.2pp |
49 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
