| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | W | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.1% | −26.2% | −1.5% | −15.0% | +13.0% | +27.9% | −2.9% | — | — | — | — | — | −10.6% | +9.3% | −19.9pp |
| 2025 | +9.1% | −18.2% | −19.0% | −5.8% | +36.7% | +24.0% | +28.4% | +13.7% | +19.7% | +15.9% | +7.0% | −9.4% | +126.6% | +17.7% | +108.8pp |
| 2024 | −18.6% | +18.6% | +13.9% | −26.1% | +18.6% | −11.4% | +3.2% | −21.8% | +32.0% | −23.8% | +8.0% | −4.2% | −28.2% | +24.9% | −53.1pp |
| 2023 | +83.9% | −33.1% | −15.2% | +1.4% | +15.8% | +61.2% | +19.8% | −11.2% | −12.4% | −29.7% | +31.0% | +10.6% | +87.6% | +26.2% | +61.4pp |
| 2022 | −17.9% | −9.7% | −21.4% | −30.5% | −22.8% | −26.7% | +23.8% | −2.2% | −38.2% | +16.5% | −3.4% | −10.2% | −82.7% | −18.2% | −64.5pp |
| 2021 | +20.6% | +6.1% | +8.9% | −6.1% | +3.7% | +3.0% | −23.6% | +16.3% | −9.0% | −2.5% | −0.5% | −23.3% | −15.9% | +28.7% | −44.6pp |
| 2020 | +3.7% | −32.5% | −15.5% | +132.1% | +38.3% | +15.2% | +34.7% | +11.5% | −1.9% | −14.8% | +2.6% | −11.2% | +149.9% | +18.3% | +131.5pp |
| 2019 | +21.5% | +51.4% | −10.4% | +9.2% | −11.2% | +1.4% | −10.2% | −14.0% | −0.5% | −26.7% | +3.3% | +6.4% | +0.3% | +31.2% | −30.9pp |
| 2018 | +14.6% | −15.9% | −12.8% | −7.7% | +48.2% | +28.6% | −8.4% | +24.2% | +9.2% | −25.3% | −3.7% | −15.2% | +12.2% | −4.6% | +16.8pp |
| 2017 | +18.6% | −9.0% | +7.1% | +12.9% | +37.7% | +22.1% | −0.7% | −7.0% | −5.1% | +3.7% | +0.1% | +14.7% | +129.0% | +21.7% | +107.3pp |
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. W 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 12 | 12 |
| Positive ⓘ | 67% | 33% | 42% | 33% | 75% | 75% | 50% | 36% | 36% | 36% | 58% | 33% |
| Median | +6.4% | −11.7% | −5.9% | −6.0% | +14.4% | +18.7% | +1.3% | −2.2% | −1.9% | −14.8% | +1.3% | −6.8% |
| Best | +83.9% | +51.4% | +37.6% | +132.1% | +48.2% | +61.2% | +34.7% | +24.2% | +32.0% | +20.6% | +31.0% | +25.6% |
| Worst | −18.6% | −33.1% | −21.4% | −30.5% | −22.8% | −26.7% | −23.6% | −21.8% | −38.2% | −29.7% | −10.3% | −23.3% |
| vs SPY ⓘ | +5.1pp | −12.6pp | +0.3pp | −6.6pp | +10.7pp | +16.1pp | −0.1pp | +1.9pp | −2.5pp | −12.3pp | −1.6pp | −5.2pp |
141 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
