| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VONG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −3.5% | −5.2% | +11.9% | +7.2% | −2.7% | −5.5% | — | — | — | — | — | −0.4% | +9.3% | −9.8pp |
| 2025 | +1.9% | −3.6% | −8.4% | +1.6% | +9.1% | +6.4% | +3.9% | +1.1% | +5.2% | +3.7% | −1.8% | −0.6% | +18.5% | +17.7% | +0.7pp |
| 2024 | +2.4% | +6.8% | +1.7% | −4.2% | +6.0% | +6.7% | −1.7% | +2.1% | +2.7% | −0.3% | +6.6% | +0.8% | +33.2% | +24.9% | +8.3pp |
| 2023 | +8.3% | −1.3% | +6.9% | +1.0% | +4.6% | +6.7% | +3.5% | −0.9% | −5.5% | −1.4% | +10.9% | +4.5% | +42.7% | +26.2% | +16.5pp |
| 2022 | −8.6% | −4.3% | +4.0% | −12.1% | −2.3% | −8.0% | +11.9% | −4.7% | −9.5% | +5.6% | +4.3% | −7.5% | −29.2% | −18.2% | −11.0pp |
| 2021 | −0.7% | −0.1% | +1.8% | +6.9% | −1.4% | +6.1% | +3.3% | +3.8% | −5.7% | +8.7% | +0.7% | +2.0% | +27.6% | +28.7% | −1.1pp |
| 2020 | +2.2% | −6.7% | −10.0% | +15.0% | +6.7% | +4.3% | +7.8% | +10.2% | −4.7% | −3.0% | +10.1% | +4.4% | +38.3% | +18.3% | +20.0pp |
| 2019 | +8.8% | +3.6% | +2.8% | +4.5% | −6.3% | +6.9% | +2.2% | −0.9% | +0.2% | +2.7% | +4.4% | +3.0% | +36.1% | +31.2% | +4.8pp |
| 2018 | +7.0% | −2.6% | −2.7% | +0.2% | +4.4% | +0.9% | +3.0% | +5.4% | +0.6% | −9.0% | +0.9% | −8.3% | −1.5% | −4.6% | +3.0pp |
| 2017 | +3.3% | +4.1% | +1.2% | +2.2% | +2.6% | −0.3% | +2.6% | +1.8% | +1.3% | +3.9% | +3.0% | +0.9% | +30.1% | +21.7% | +8.3pp |
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. VONG 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 15 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 56% | 63% | 69% | 69% | 56% | 75% | 53% | 53% | 63% | 88% | 56% |
| Median | +2.3% | +0.5% | +1.5% | +1.3% | +2.2% | +1.5% | +3.1% | +1.1% | +0.2% | +3.2% | +2.5% | +0.9% |
| Best | +8.8% | +6.8% | +6.9% | +15.0% | +9.1% | +6.9% | +11.9% | +10.2% | +5.2% | +10.7% | +10.9% | +5.3% |
| Worst | −8.6% | −6.7% | −10.0% | −12.1% | −6.3% | −8.0% | −5.5% | −5.9% | −9.5% | −9.0% | −1.8% | −8.3% |
| vs SPY ⓘ | +0.7pp | +0.2pp | +0.0pp | +0.2pp | +0.5pp | +0.2pp | +0.7pp | +0.3pp | −0.2pp | +0.1pp | +0.1pp | −0.5pp |
190 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
