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 | VDC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.4% | +7.6% | −7.5% | +3.4% | −3.6% | +1.3% | +2.2% | −0.0% | — | — | — | — | +10.2% | +13.4% | −3.2pp |
| 2025 | +1.9% | +4.4% | −2.2% | +0.9% | +1.7% | −1.9% | −1.3% | +1.4% | −1.9% | −2.6% | +3.8% | −1.7% | +2.2% | +17.7% | −15.5pp |
| 2024 | +0.9% | +2.9% | +3.4% | −1.6% | +2.5% | −0.6% | +2.1% | +4.9% | +1.1% | −2.9% | +5.5% | −5.0% | +13.3% | +24.9% | −11.6pp |
| 2023 | −0.2% | −2.2% | +4.0% | +3.6% | −5.4% | +3.3% | +2.2% | −3.2% | −4.6% | −1.7% | +3.9% | +3.4% | +2.4% | +26.2% | −23.8pp |
| 2022 | −2.1% | −1.0% | +1.5% | +2.1% | −4.3% | −2.6% | +3.4% | −1.6% | −8.4% | +9.4% | +6.2% | −3.3% | −1.8% | −18.2% | +16.4pp |
| 2021 | −4.1% | −0.7% | +8.2% | +1.8% | +1.8% | −0.7% | +1.6% | +1.1% | −3.9% | +3.6% | −1.4% | +9.9% | +17.6% | +28.7% | −11.1pp |
| 2020 · part | — | — | — | — | — | — | +6.9% | +4.6% | −1.9% | −2.4% | +7.9% | +2.0% | +18.0% | +18.3% | −0.4pp |
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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 50% | 67% | 83% | 50% | 33% | 86% | 57% | 17% | 33% | 83% | 50% |
| Median | +0.4% | +1.1% | +2.4% | +2.0% | −1.0% | −0.7% | +2.2% | +1.1% | −2.9% | −2.0% | +4.7% | +0.2% |
| Best | +7.4% | +7.6% | +8.2% | +3.6% | +2.5% | +3.3% | +6.9% | +4.9% | +1.1% | +9.4% | +7.9% | +9.9% |
| Worst | −4.1% | −2.2% | −7.5% | −1.6% | −5.4% | −2.6% | −1.3% | −3.2% | −8.4% | −2.9% | −1.4% | −5.0% |
| vs SPY ⓘ | −0.7pp | +1.1pp | +0.2pp | +1.9pp | −4.5pp | −3.1pp | −0.8pp | −1.6pp | +0.5pp | −1.0pp | −0.6pp | −1.5pp |
74 monthly observations · 2020–2026 · benchmark SPY
