| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WCC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.3% | +0.0% | −5.3% | +27.6% | +3.5% | −4.2% | −0.8% | — | — | — | — | — | +40.5% | +9.3% | +31.2pp |
| 2025 | +2.2% | −2.4% | −13.7% | +4.9% | +3.0% | +10.6% | +11.7% | +6.2% | −3.6% | +22.7% | +3.0% | −8.4% | +36.4% | +17.7% | +18.7pp |
| 2024 | −0.2% | −13.8% | +14.9% | −10.8% | +17.5% | −11.5% | +10.4% | −5.5% | +1.8% | +14.3% | +10.2% | −14.3% | +5.1% | +24.9% | −19.8pp |
| 2023 | +19.0% | +11.1% | −6.4% | −6.8% | −4.6% | +30.6% | −1.9% | −7.8% | −10.9% | −10.9% | +21.6% | +11.8% | +40.2% | +26.2% | +14.0pp |
| 2022 | −7.4% | −0.1% | +6.9% | −5.3% | +1.9% | −14.7% | +19.4% | +3.0% | −9.3% | +15.4% | −6.4% | −2.9% | −4.9% | −18.2% | +13.3pp |
| 2021 | −3.0% | +5.5% | +7.8% | +6.0% | +16.2% | −3.5% | +3.5% | +9.9% | −1.5% | +12.3% | −4.2% | +6.0% | +67.6% | +28.7% | +38.9pp |
| 2020 | −18.5% | −16.2% | −43.7% | +13.2% | +28.7% | +5.4% | +10.7% | +20.5% | −6.0% | −6.3% | +58.1% | +20.4% | +32.2% | +18.3% | +13.8pp |
| 2019 | +9.2% | +3.9% | −2.6% | +8.0% | −18.2% | +8.2% | +0.2% | −11.2% | +6.0% | +5.0% | +4.9% | +12.9% | +23.7% | +31.2% | −7.5pp |
| 2018 | +0.0% | −8.7% | −0.3% | −4.0% | −0.3% | −3.8% | +6.8% | +0.2% | +0.5% | −18.3% | +6.4% | −10.1% | −29.6% | −4.6% | −25.0pp |
| 2017 | +6.2% | −1.7% | +0.1% | −12.4% | +0.3% | −6.3% | −10.6% | −1.6% | +15.5% | +8.4% | +3.8% | +4.0% | +2.4% | +21.7% | −19.3pp |
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. WCC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 62% | 52% | 67% | 52% | 29% | 48% | 52% | 33% | 71% | 67% | 57% |
| Median | +2.6% | +1.3% | +0.1% | +3.2% | +0.3% | −4.2% | −0.8% | +0.2% | −1.5% | +8.6% | +3.0% | +3.5% |
| Best | +19.0% | +19.6% | +24.1% | +43.5% | +28.7% | +30.6% | +19.4% | +20.5% | +21.7% | +44.4% | +58.1% | +30.0% |
| Worst | −18.5% | −16.2% | −43.7% | −12.4% | −18.2% | −14.7% | −15.6% | −15.0% | −22.1% | −38.2% | −25.6% | −14.3% |
| vs SPY ⓘ | +1.7pp | +0.4pp | +0.6pp | +2.2pp | −1.8pp | −4.4pp | −1.3pp | −1.8pp | −2.3pp | +5.3pp | +0.6pp | +2.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
