| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NWS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | −13.9% | +6.9% | +6.9% | −2.2% | −5.9% | +16.3% | — | — | — | — | — | +10.6% | +7.5% | +3.0pp |
| 2025 | +4.0% | +2.0% | −5.6% | +3.5% | +4.1% | +4.9% | −2.6% | +1.3% | +2.3% | −11.8% | −3.4% | +0.7% | −2.0% | +17.7% | −19.7pp |
| 2024 | −0.6% | +9.5% | −3.0% | −9.3% | +13.6% | +1.8% | +0.4% | +3.3% | −4.7% | +3.9% | +10.5% | −5.2% | +19.2% | +24.9% | −5.7pp |
| 2023 | +10.8% | −15.6% | +1.6% | +1.8% | +4.1% | +6.7% | +2.0% | +9.4% | −4.7% | +2.7% | +7.5% | +11.6% | +41.0% | +26.2% | +14.8pp |
| 2022 | −1.2% | +0.9% | +0.9% | −11.6% | −11.7% | −9.6% | +8.7% | −0.2% | −10.1% | +11.1% | +13.5% | −5.2% | −17.2% | −18.2% | +1.0pp |
| 2021 | +6.2% | +21.4% | +2.8% | +3.6% | +5.7% | −5.2% | −3.4% | −6.3% | +5.9% | −2.9% | −4.5% | +4.4% | +27.7% | +28.7% | −1.0pp |
| 2020 | −3.7% | −11.0% | −27.0% | +13.7% | +20.0% | −2.5% | +6.8% | +18.1% | −6.6% | −6.9% | +36.8% | −0.2% | +24.5% | +18.3% | +6.1pp |
| 2019 | +11.9% | +2.9% | −5.4% | +0.0% | −6.7% | +19.8% | −3.6% | +5.2% | +1.6% | −1.2% | −6.7% | +10.2% | +27.4% | +31.2% | −3.8pp |
| 2018 | +5.1% | −6.0% | −1.2% | +0.9% | −4.9% | +2.6% | −3.5% | −11.1% | +0.8% | −1.9% | +0.4% | −13.8% | −29.5% | −4.6% | −24.9pp |
| 2017 | +7.2% | +4.3% | +3.1% | −3.7% | +5.4% | +3.3% | +3.9% | −6.8% | +0.4% | +1.8% | +18.0% | +1.2% | +42.8% | +21.7% | +21.1pp |
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. NWS 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 54% | 62% | 46% | 46% | 54% | 54% | 64% | 54% | 46% | 46% | 54% | 46% |
| Median | +4.0% | +2.0% | −1.2% | +0.0% | +0.3% | +1.8% | +1.2% | +0.3% | −0.7% | −1.2% | +0.2% | −0.2% |
| Best | +11.9% | +21.4% | +17.1% | +13.7% | +20.0% | +19.8% | +16.3% | +18.1% | +5.9% | +20.7% | +36.8% | +11.6% |
| Worst | −12.5% | −15.6% | −27.0% | −11.6% | −11.7% | −9.6% | −3.6% | −11.1% | −10.1% | −12.8% | −6.7% | −13.8% |
| vs SPY ⓘ | +1.3pp | +0.4pp | −2.1pp | −2.6pp | −2.0pp | −1.4pp | −0.7pp | +1.4pp | −0.8pp | −0.5pp | −2.7pp | −0.2pp |
157 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
