| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STGW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +22.9% | −19.8% | +30.5% | −0.3% | +11.8% | +6.0% | +14.3% | — | — | — | — | — | +73.6% | +9.3% | +64.3pp |
| 2025 | −5.2% | +4.0% | −6.8% | −7.8% | −20.1% | +0.9% | +27.3% | −1.6% | −0.2% | −15.6% | +12.8% | −8.8% | −25.7% | +17.7% | −43.4pp |
| 2024 | −1.7% | −18.1% | +16.5% | −4.3% | +16.5% | −1.6% | −2.1% | +7.6% | −2.4% | −11.5% | +26.6% | −16.3% | −0.8% | +24.9% | −25.6pp |
| 2023 | +13.0% | −2.3% | +8.2% | −16.2% | −0.3% | +16.3% | −6.9% | −18.8% | −13.9% | −12.2% | +21.8% | +32.1% | +6.8% | +26.2% | −19.4pp |
| 2022 | −13.8% | +1.5% | −4.5% | −6.4% | +16.7% | −31.4% | +21.7% | +2.6% | +2.5% | +9.2% | −1.7% | −16.8% | −28.4% | −18.2% | −10.2pp |
| 2021 · part | — | — | — | — | — | — | — | — | +9.9% | +13.2% | −11.1% | +12.3% | +24.2% | +28.7% | −4.5pp |
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. STGW 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 60% | 0% | 60% | 60% | 60% | 50% | 40% | 40% | 60% | 40% |
| Median | −1.7% | −2.3% | +8.2% | −6.4% | +11.8% | +0.9% | +14.3% | +0.5% | −0.2% | −11.5% | +12.8% | −8.8% |
| Best | +22.9% | +4.0% | +30.5% | −0.3% | +16.7% | +16.3% | +27.3% | +7.6% | +9.9% | +13.2% | +26.6% | +32.1% |
| Worst | −13.8% | −19.8% | −6.8% | −16.2% | −20.1% | −31.4% | −6.9% | −18.8% | −13.9% | −15.6% | −11.1% | −16.8% |
| vs SPY ⓘ | −3.3pp | +0.2pp | +4.5pp | −6.9pp | +6.5pp | −4.2pp | +12.5pp | +0.8pp | −3.7pp | −10.0pp | +12.6pp | −8.8pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
