| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VFC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.4% | −0.9% | −12.1% | +11.4% | −9.2% | −2.9% | −9.6% | — | — | — | — | — | −16.2% | +7.5% | −23.7pp |
| 2025 | +21.0% | −4.0% | −37.5% | −23.5% | +4.9% | −5.0% | −0.3% | +29.1% | −4.1% | −2.7% | +24.6% | +3.8% | −13.8% | +17.7% | −31.5pp |
| 2024 | −12.4% | −0.7% | −5.6% | −18.8% | +6.6% | +2.3% | +25.6% | +7.4% | +10.1% | +3.8% | −2.3% | +6.5% | +16.6% | +24.9% | −8.2pp |
| 2023 | +12.1% | −19.8% | −6.5% | +2.6% | −26.8% | +12.6% | +3.8% | −0.3% | −9.2% | −16.6% | +13.6% | +12.9% | −28.5% | +26.2% | −54.7pp |
| 2022 | −10.9% | −11.0% | −1.0% | −8.5% | −3.0% | −11.6% | +1.2% | −7.2% | −27.0% | −5.5% | +16.2% | −14.4% | −60.4% | −18.2% | −42.2pp |
| 2021 | −10.0% | +2.9% | +1.6% | +9.7% | −9.1% | +3.5% | −2.2% | −4.7% | −11.8% | +8.8% | −1.6% | +2.7% | −12.0% | +28.7% | −40.8pp |
| 2020 | −16.7% | −13.2% | −24.4% | +7.4% | −3.4% | +9.4% | −1.0% | +8.9% | +7.6% | −4.3% | +24.1% | +3.0% | −12.0% | +18.3% | −30.3pp |
| 2019 | +18.0% | +3.8% | +0.1% | +8.6% | −7.9% | +7.3% | +0.0% | −6.2% | +9.1% | −7.5% | +7.6% | +13.2% | +51.7% | +31.2% | +20.5pp |
| 2018 | +9.6% | −8.1% | +0.0% | +9.1% | +0.4% | +1.0% | +12.9% | +0.1% | +1.9% | −11.3% | −1.9% | −11.7% | −1.3% | −4.6% | +3.2pp |
| 2017 | −3.5% | +1.9% | +5.6% | −0.6% | −1.5% | +7.9% | +8.0% | +1.1% | +1.8% | +9.6% | +4.8% | +2.1% | +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. VFC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 52% | 67% | 62% | 38% | 52% | 68% | 57% | 62% | 43% | 67% | 62% |
| Median | −1.7% | +0.2% | +0.5% | +3.8% | −1.5% | +0.4% | +1.8% | +0.2% | +1.9% | −1.8% | +2.6% | +2.1% |
| Best | +21.0% | +15.7% | +11.4% | +11.4% | +6.8% | +12.6% | +25.6% | +29.1% | +15.7% | +13.7% | +24.6% | +13.2% |
| Worst | −16.7% | −19.8% | −37.5% | −23.5% | −26.8% | −11.6% | −9.6% | −11.0% | −27.0% | −28.7% | −14.2% | −14.4% |
| vs SPY ⓘ | −2.1pp | +0.2pp | −1.7pp | +0.2pp | −2.1pp | +0.4pp | −0.6pp | +0.7pp | +1.5pp | −1.1pp | +1.7pp | −0.7pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
