| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KBWB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.3% | −5.0% | −2.7% | +10.4% | −0.2% | +7.2% | +1.6% | — | — | — | — | — | +13.3% | +7.5% | +5.8pp |
| 2025 | +8.8% | −2.1% | −9.2% | −3.6% | +8.4% | +9.8% | +2.7% | +5.6% | +1.3% | −1.5% | +3.0% | +6.8% | +32.0% | +17.7% | +14.3pp |
| 2024 | −0.1% | +1.3% | +8.8% | −3.3% | +4.1% | −0.2% | +9.9% | +1.4% | −1.0% | +6.7% | +13.6% | −7.5% | +36.7% | +24.9% | +11.8pp |
| 2023 | +12.2% | −2.8% | −24.9% | −0.6% | −5.9% | +5.7% | +11.6% | −8.4% | −3.6% | −5.4% | +15.4% | +13.4% | −1.2% | +26.2% | −27.4pp |
| 2022 | +2.2% | −0.4% | −7.2% | −11.2% | +6.2% | −13.1% | +7.6% | −2.2% | −9.1% | +8.8% | +4.8% | −7.0% | −21.7% | −18.2% | −3.5pp |
| 2021 | −0.2% | +16.3% | +6.3% | +6.1% | +5.1% | −6.2% | −2.3% | +5.3% | +1.9% | +6.4% | −5.6% | +1.3% | +37.7% | +28.7% | +9.0pp |
| 2020 | −7.4% | −12.8% | −27.9% | +14.1% | +0.4% | +0.4% | +0.3% | +3.1% | −4.5% | +5.9% | +17.6% | +8.6% | −10.5% | +18.3% | −28.8pp |
| 2019 | +13.0% | +3.9% | −6.2% | +9.3% | −9.9% | +7.0% | +4.2% | −8.5% | +7.8% | +3.8% | +6.1% | +3.4% | +35.9% | +31.2% | +4.7pp |
| 2018 | +8.1% | −2.1% | −5.2% | +0.5% | −0.8% | −1.8% | +4.9% | +1.4% | −4.7% | −5.6% | +3.0% | −15.6% | −18.3% | −4.6% | −13.7pp |
| 2017 | −0.4% | +5.4% | −4.1% | −0.9% | −2.4% | +7.8% | +0.4% | −2.9% | +6.9% | +2.3% | +3.3% | +2.2% | +18.1% | +21.7% | −3.6pp |
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. KBWB 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 15 |
| Positive ⓘ | 53% | 53% | 40% | 53% | 60% | 67% | 80% | 57% | 50% | 79% | 86% | 73% |
| Median | +2.2% | +0.4% | −2.7% | +0.5% | +1.0% | +2.4% | +2.7% | +1.4% | −0.4% | +3.6% | +4.7% | +2.4% |
| Best | +13.0% | +16.3% | +9.8% | +14.1% | +8.4% | +9.8% | +11.6% | +7.0% | +7.8% | +8.8% | +17.6% | +13.4% |
| Worst | −12.7% | −12.8% | −27.9% | −11.2% | −9.9% | −13.1% | −2.3% | −8.5% | −9.1% | −5.6% | −5.6% | −15.6% |
| vs SPY ⓘ | +0.8pp | −0.3pp | +0.0pp | −0.1pp | −1.3pp | −0.1pp | +0.3pp | −1.4pp | −0.3pp | +0.3pp | +2.6pp | +1.0pp |
176 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
