| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MIL.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.4% | +0.8% | −5.8% | +9.2% | +11.2% | −1.5% | −0.7% | — | — | — | — | — | +16.7% | +7.5% | +9.2pp |
| 2025 | +16.9% | +11.5% | +21.9% | +3.2% | −0.3% | −6.3% | +7.3% | −3.7% | +2.5% | +6.9% | +1.2% | +6.5% | +86.9% | +17.7% | +69.1pp |
| 2024 | +0.7% | +18.8% | +3.3% | −10.1% | −3.2% | +4.5% | −3.4% | −0.5% | −5.5% | −2.5% | +1.6% | +5.5% | +6.5% | +24.9% | −18.4pp |
| 2023 | +12.2% | −11.9% | −1.7% | +10.7% | −9.7% | +29.3% | +13.7% | −7.3% | −6.2% | +28.4% | +8.5% | +5.2% | +82.4% | +26.2% | +56.2pp |
| 2022 | +0.3% | −14.8% | −5.4% | −24.0% | −2.7% | −20.7% | −5.0% | +2.5% | −11.9% | +30.9% | +6.4% | −1.3% | −44.1% | −18.2% | −25.9pp |
| 2021 | +19.9% | +5.3% | −8.3% | +9.4% | +20.5% | −6.6% | +5.8% | +33.9% | +2.1% | +35.8% | −9.9% | −0.5% | +150.6% | +28.7% | +121.9pp |
| 2020 | +1.5% | −18.8% | −33.2% | −12.7% | −11.7% | +21.6% | −6.0% | +6.5% | −8.6% | −21.9% | +29.5% | +16.9% | −44.1% | +18.3% | −62.4pp |
| 2019 | −0.6% | −1.9% | +3.4% | +7.9% | −0.8% | −2.2% | −19.2% | −11.9% | −14.3% | +7.5% | −10.2% | +6.0% | −34.0% | +31.2% | −65.3pp |
| 2018 | +7.3% | −12.8% | −1.8% | +4.1% | −6.2% | +0.0% | +14.6% | −2.3% | +3.0% | −4.5% | +4.3% | −3.7% | −0.8% | −4.6% | +3.8pp |
| 2017 | +13.3% | +16.0% | −5.4% | +7.3% | +0.6% | +7.0% | +3.5% | −3.4% | −5.9% | +13.8% | +2.9% | +8.9% | +72.3% | +21.7% | +50.5pp |
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. MIL.WA 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 81% | 59% | 41% | 59% | 29% | 41% | 41% | 44% | 44% | 69% | 50% | 63% |
| Median | +3.4% | +3.6% | −1.5% | +3.2% | −2.6% | −1.5% | −1.3% | −1.4% | −2.1% | +5.5% | −0.2% | +4.7% |
| Best | +19.9% | +18.8% | +21.9% | +12.2% | +20.5% | +29.3% | +19.0% | +33.9% | +13.6% | +35.8% | +29.5% | +16.9% |
| Worst | −9.8% | −18.8% | −33.2% | −24.0% | −18.1% | −20.7% | −19.2% | −11.9% | −14.3% | −21.9% | −18.2% | −4.5% |
| vs SPY ⓘ | +2.0pp | +1.7pp | −2.4pp | −1.3pp | −3.9pp | −0.6pp | +0.7pp | −0.8pp | −1.1pp | +3.5pp | −3.0pp | +3.9pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
