Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VCSH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.4% | +0.6% | −0.9% | +0.5% | +0.2% | +0.1% | −0.0% | +0.2% | — | — | — | — | +1.0% | +13.4% | −12.4pp |
| 2025 | +0.6% | +0.9% | +0.4% | +0.7% | −0.1% | +1.3% | +0.1% | +1.1% | +0.4% | +0.3% | +0.6% | +0.3% | +6.8% | +17.7% | −10.9pp |
| 2024 | +0.3% | −0.5% | +0.7% | −0.6% | +1.1% | +0.5% | +1.2% | +1.6% | +1.0% | −0.9% | +0.6% | −0.1% | +4.9% | +24.9% | −20.0pp |
| 2023 | +1.5% | −1.1% | +1.5% | +0.5% | −0.4% | −0.1% | +0.6% | +0.1% | −0.6% | −0.1% | +2.4% | +1.8% | +6.2% | +26.2% | −20.0pp |
| 2022 | −1.2% | −0.7% | −1.8% | −1.5% | +0.9% | −1.3% | +1.6% | −1.6% | −2.2% | −0.2% | +2.2% | +0.0% | −5.6% | −18.2% | +12.6pp |
| 2021 | −0.2% | −0.3% | −0.2% | +0.4% | +0.3% | −0.0% | +0.3% | −0.1% | −0.2% | −0.5% | −0.3% | +0.1% | −0.6% | +28.7% | −29.4pp |
| 2020 | +0.9% | +0.6% | −3.5% | +2.8% | +1.5% | +0.9% | +0.7% | +0.2% | −0.1% | +0.1% | +0.6% | +0.4% | +5.1% | +18.3% | −13.2pp |
| 2019 | +1.3% | +0.3% | +1.2% | +0.2% | +0.7% | +1.0% | +0.1% | +1.1% | −0.0% | +0.5% | +0.0% | +0.4% | +7.0% | +31.2% | −24.2pp |
| 2018 | −0.3% | −0.5% | +0.1% | −0.1% | +0.4% | −0.0% | +0.3% | +0.5% | −0.1% | −0.1% | −0.1% | +0.8% | +0.9% | −4.6% | +5.5pp |
| 2017 | +0.3% | +0.4% | +0.1% | +0.4% | +0.5% | +0.0% | +0.4% | +0.4% | −0.1% | +0.1% | −0.3% | −0.0% | +2.2% | +21.7% | −19.5pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 17 |
| Positive ⓘ | 76% | 65% | 59% | 82% | 65% | 59% | 88% | 65% | 38% | 63% | 50% | 59% |
| Median | +0.5% | +0.3% | +0.1% | +0.4% | +0.3% | +0.0% | +0.4% | +0.2% | −0.1% | +0.1% | +0.0% | +0.1% |
| Best | +1.5% | +0.9% | +1.5% | +2.8% | +1.5% | +1.3% | +1.6% | +1.6% | +1.0% | +0.8% | +2.4% | +1.8% |
| Worst | −1.2% | −1.1% | −3.5% | −1.5% | −0.6% | −1.3% | −0.2% | −1.6% | −2.2% | −0.9% | −1.0% | −0.4% |
| vs SPY ⓘ | −1.3pp | −2.8pp | −1.1pp | −0.9pp | −1.2pp | −0.6pp | −2.1pp | −0.2pp | −0.4pp | −2.0pp | −2.6pp | −1.2pp |
201 monthly observations · 2009–2026 · benchmark SPY
