Returns use ADJUSTED closes (splits + dividends).
The VWUAX volume pane opens with the next volume build.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | VWUAX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.5% | −4.4% | −5.4% | +11.5% | +6.2% | −2.4% | −3.7% | +5.0% | — | — | — | — | +3.1% | +13.4% | −10.3pp |
| 2025 | +4.1% | −4.4% | −9.7% | +2.9% | +9.8% | +1.4% | +8.8% | +0.5% | +3.3% | +3.4% | −2.4% | −1.4% | +15.5% | +17.7% | −2.2pp |
| 2024 | +2.6% | +7.8% | +1.5% | −4.8% | +4.9% | +6.3% | −1.8% | +3.1% | +2.9% | −0.6% | +7.5% | −0.6% | +31.8% | +24.9% | +6.9pp |
| 2023 | +11.4% | −2.4% | +6.5% | −0.3% | +6.5% | +6.7% | +4.2% | −2.3% | −5.7% | −3.2% | +13.3% | +5.3% | +45.3% | +26.2% | +19.1pp |
| 2022 | −12.8% | −4.7% | +2.2% | −15.7% | −5.0% | −9.1% | +13.1% | −4.1% | −9.3% | +4.8% | +3.1% | −8.1% | −39.6% | −18.2% | −21.4pp |
| 2021 | +0.2% | +1.5% | −3.0% | +7.0% | −2.7% | +8.4% | +1.5% | +3.0% | −5.7% | +7.3% | −2.0% | −2.3% | +12.8% | +28.7% | −16.0pp |
| 2020 | +4.4% | −5.8% | −10.6% | +17.1% | +9.0% | +6.4% | +8.8% | +11.3% | −4.4% | −3.6% | +13.4% | +0.9% | +52.6% | +18.3% | +34.2pp |
| 2019 | +9.5% | +4.4% | +1.7% | +4.8% | −6.1% | +7.4% | +1.3% | −1.7% | −1.2% | +2.5% | +5.1% | −1.6% | +28.2% | +31.2% | −3.0pp |
| 2018 | +8.4% | −1.8% | −1.9% | +0.3% | +4.5% | +1.3% | +2.2% | +4.9% | +0.2% | −9.3% | +2.7% | −17.1% | −8.1% | −4.6% | −3.5pp |
| 2017 | +3.7% | +3.6% | +1.4% | +3.0% | +3.0% | +0.3% | +3.5% | +1.9% | +1.5% | +3.1% | +2.4% | −4.2% | +25.5% | +21.7% | +3.8pp |
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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 59% | 53% | 59% | 65% | 59% | 76% | 53% | 50% | 63% | 75% | 31% |
| Median | +3.1% | +1.5% | +1.4% | +0.5% | +3.0% | +1.3% | +3.5% | +0.5% | −0.5% | +3.2% | +2.9% | −0.8% |
| Best | +11.4% | +7.8% | +6.5% | +17.1% | +9.8% | +8.4% | +13.1% | +11.3% | +10.1% | +12.2% | +13.4% | +5.9% |
| Worst | −12.8% | −5.8% | −10.6% | −15.7% | −8.6% | −9.1% | −3.7% | −6.3% | −9.3% | −9.3% | −2.4% | −17.1% |
| vs SPY ⓘ | +1.3pp | +0.5pp | −0.3pp | −0.2pp | +0.8pp | +0.2pp | +0.7pp | +0.0pp | −0.3pp | −0.2pp | +0.7pp | −1.7pp |
199 monthly observations · 2010–2026 · benchmark SPY
