| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IYW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.7% | −4.4% | −4.3% | +20.2% | +16.0% | −0.2% | −6.1% | — | — | — | — | — | +18.7% | +7.5% | +11.2pp |
| 2025 | +0.1% | −3.1% | −9.1% | +1.7% | +10.8% | +9.5% | +4.6% | +0.3% | +7.8% | +6.2% | −4.4% | +0.5% | +25.4% | +17.7% | +7.7pp |
| 2024 | +2.9% | +5.5% | +1.4% | −5.1% | +8.2% | +8.6% | −2.8% | +1.0% | +2.7% | −0.6% | +5.7% | +0.2% | +30.2% | +24.9% | +5.4pp |
| 2023 | +11.0% | +0.7% | +11.5% | +0.2% | +10.8% | +5.7% | +4.4% | −1.9% | −5.8% | −1.1% | +13.1% | +4.9% | +65.5% | +26.2% | +39.4pp |
| 2022 | −8.3% | −4.9% | +2.9% | −13.1% | −1.4% | −9.4% | +11.5% | −6.0% | −12.3% | +4.1% | +6.6% | −8.3% | −34.8% | −18.2% | −16.7pp |
| 2021 | +0.8% | +1.3% | +1.0% | +6.1% | −0.6% | +7.6% | +3.8% | +4.9% | −6.4% | +9.0% | +2.7% | +1.4% | +35.4% | +28.7% | +6.7pp |
| 2020 | +4.1% | −6.6% | −9.3% | +14.6% | +7.5% | +7.3% | +1.2% | +16.8% | −5.5% | −2.8% | +11.1% | +4.8% | +47.5% | +18.3% | +29.1pp |
| 2019 | +8.9% | +5.4% | +4.1% | +6.7% | −9.6% | +7.9% | +4.6% | −2.9% | +1.9% | +3.8% | +5.5% | +4.2% | +46.6% | +31.2% | +15.4pp |
| 2018 | +7.2% | +0.4% | −3.8% | −0.1% | +7.5% | −1.1% | +2.4% | +7.3% | −0.7% | −8.5% | −2.0% | −7.9% | −0.9% | −4.6% | +3.6pp |
| 2017 | +4.7% | +4.9% | +2.6% | +2.2% | +4.3% | −2.9% | +3.6% | +3.4% | +0.3% | +7.8% | +0.9% | +0.0% | +36.6% | +21.7% | +14.9pp |
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. IYW 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 ⓘ | 62% | 57% | 71% | 67% | 67% | 48% | 76% | 62% | 57% | 57% | 71% | 67% |
| Median | +1.4% | +0.4% | +1.4% | +2.0% | +4.3% | −0.2% | +2.4% | +2.1% | +0.6% | +3.5% | +2.7% | +0.5% |
| Best | +11.0% | +8.4% | +11.9% | +20.2% | +16.0% | +9.5% | +11.5% | +16.8% | +12.4% | +11.8% | +13.1% | +6.4% |
| Worst | −12.9% | −6.6% | −9.3% | −13.1% | −9.6% | −9.5% | −6.1% | −7.0% | −13.4% | −16.7% | −12.5% | −8.3% |
| vs SPY ⓘ | +1.3pp | +0.1pp | +0.0pp | +0.5pp | +1.4pp | −1.1pp | +1.1pp | +0.3pp | −0.1pp | +0.9pp | +0.2pp | −0.7pp |
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.
