| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SNWGF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | +12.3% | −29.2% | +6.4% | +5.3% | −18.9% | +4.6% | — | — | — | — | — | −24.8% | +7.5% | −32.4pp |
| 2025 | +1.9% | +21.5% | +34.8% | −1.7% | −5.3% | +10.8% | +9.9% | +2.1% | +15.4% | +8.7% | +29.9% | +11.6% | +251.9% | +17.7% | +234.1pp |
| 2024 | +17.0% | −10.2% | +15.0% | −7.4% | +6.0% | −10.8% | −19.3% | +18.4% | +11.0% | +1.7% | −9.2% | −6.5% | −3.2% | +24.9% | −28.1pp |
| 2023 | −10.1% | −2.6% | +6.3% | +2.5% | +1.8% | +30.3% | +35.1% | −2.2% | +3.4% | −14.8% | +8.0% | +7.2% | +70.5% | +26.2% | +44.3pp |
| 2022 | +7.1% | +10.0% | +18.7% | +2.9% | −11.6% | +14.6% | +63.9% | +61.8% | +4.1% | −10.5% | +14.6% | −7.7% | +280.9% | −18.2% | +299.0pp |
| 2021 · part | — | — | — | −2.9% | −27.5% | −12.0% | −21.0% | +5.2% | +35.4% | +53.2% | −27.3% | +39.9% | +8.5% | +28.7% | −20.2pp |
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. SNWGF 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.
