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 | VWO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +2.9% | −6.5% | +9.0% | +1.6% | −0.2% | −1.6% | +3.5% | — | — | — | — | +13.8% | +13.4% | +0.3pp |
| 2025 | +0.8% | +0.7% | +1.3% | −0.0% | +3.9% | +5.5% | +0.7% | +3.5% | +5.7% | +1.5% | −1.2% | +1.0% | +25.6% | +17.7% | +7.9pp |
| 2024 | −3.6% | +3.5% | +1.9% | +1.0% | +2.2% | +2.0% | +1.2% | +1.0% | +7.3% | −2.7% | −2.1% | −1.0% | +10.6% | +24.9% | −14.3pp |
| 2023 | +8.3% | −6.7% | +2.6% | −0.4% | −3.0% | +4.7% | +5.9% | −5.9% | −2.5% | −3.2% | +7.1% | +3.3% | +9.3% | +26.2% | −16.9pp |
| 2022 | +0.4% | −3.7% | −3.3% | −5.8% | +0.5% | −3.9% | −0.8% | −0.5% | −10.1% | −2.9% | +14.3% | −2.2% | −18.0% | −18.2% | +0.2pp |
| 2021 | +3.1% | +1.6% | −0.7% | +1.8% | +1.7% | +1.3% | −5.9% | +2.2% | −3.4% | +1.3% | −2.9% | +1.5% | +1.3% | +28.7% | −27.5pp |
| 2020 · part | — | — | — | — | — | — | +8.6% | +2.7% | −1.2% | +1.3% | +8.6% | +6.0% | +28.5% | +18.3% | +10.2pp |
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 ⓘ | 83% | 67% | 50% | 50% | 83% | 67% | 57% | 71% | 33% | 50% | 50% | 67% |
| Median | +2.0% | +1.2% | +0.3% | +0.5% | +1.7% | +1.6% | +0.7% | +2.2% | −1.8% | −0.7% | +2.9% | +1.2% |
| Best | +8.3% | +3.5% | +2.6% | +9.0% | +3.9% | +5.5% | +8.6% | +3.5% | +7.3% | +1.5% | +14.3% | +6.0% |
| Worst | −3.6% | −6.7% | −6.5% | −5.8% | −3.0% | −3.9% | −5.9% | −5.9% | −10.1% | −3.2% | −2.9% | −2.2% |
| vs SPY ⓘ | +2.8pp | −1.0pp | −1.5pp | −0.3pp | −2.7pp | −0.3pp | −1.6pp | −0.8pp | +2.2pp | −1.4pp | −2.1pp | +1.1pp |
74 monthly observations · 2020–2026 · benchmark SPY
