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 | VIG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.9% | +1.6% | −5.2% | +6.3% | +2.6% | +1.3% | +1.1% | +1.6% | — | — | — | — | +11.5% | +13.4% | −1.9pp |
| 2025 | +3.3% | +0.5% | −4.0% | −1.5% | +3.6% | +3.8% | +0.7% | +2.4% | +2.7% | +0.6% | +2.6% | −0.9% | +14.2% | +17.7% | −3.6pp |
| 2024 | +1.2% | +3.4% | +2.8% | −4.1% | +3.3% | +1.4% | +4.0% | +3.3% | +1.4% | −2.0% | +5.4% | −3.9% | +17.0% | +24.9% | −7.9pp |
| 2023 | +2.9% | −2.7% | +1.8% | +2.3% | −2.7% | +6.5% | +2.4% | −1.9% | −4.3% | −1.5% | +7.5% | +4.1% | +14.5% | +26.2% | −11.7pp |
| 2022 | −5.3% | −2.8% | +3.0% | −5.1% | −0.1% | −6.2% | +6.8% | −3.5% | −8.2% | +10.0% | +6.7% | −3.7% | −9.8% | −18.2% | +8.4pp |
| 2021 | −2.9% | +1.6% | +6.0% | +4.0% | +1.8% | −0.1% | +3.2% | +1.7% | −5.0% | +6.9% | −1.4% | +6.5% | +23.8% | +28.7% | −5.0pp |
| 2020 · part | — | — | — | — | — | — | +5.0% | +6.2% | −1.0% | −2.3% | +10.0% | +2.5% | +21.6% | +18.3% | +3.2pp |
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 ⓘ | 67% | 67% | 67% | 50% | 67% | 67% | 100% | 71% | 33% | 50% | 83% | 50% |
| Median | +1.6% | +1.0% | +2.3% | +0.4% | +2.2% | +1.3% | +3.2% | +1.7% | −2.7% | −0.4% | +6.1% | +0.8% |
| Best | +3.3% | +3.4% | +6.0% | +6.3% | +3.6% | +6.5% | +6.8% | +6.2% | +2.7% | +10.0% | +10.0% | +6.5% |
| Worst | −5.3% | −2.8% | −5.2% | −5.1% | −2.7% | −6.2% | +0.7% | −3.5% | −8.2% | −2.3% | −1.4% | −3.9% |
| vs SPY ⓘ | −0.2pp | −0.0pp | −0.4pp | −0.4pp | −2.2pp | −0.6pp | −0.9pp | −0.3pp | +0.1pp | +0.1pp | −0.6pp | −0.7pp |
74 monthly observations · 2020–2026 · benchmark SPY
