| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WDC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +45.3% | +11.8% | −3.2% | +60.6% | +22.3% | +20.3% | −27.7% | — | — | — | — | — | +168.4% | +7.5% | +160.9pp |
| 2025 | +9.2% | −0.6% | −17.4% | +8.5% | +17.5% | +24.4% | +23.0% | +2.1% | +49.6% | +25.1% | +8.7% | +5.6% | +283.7% | +17.7% | +266.0pp |
| 2024 | +9.3% | +3.9% | +14.7% | +3.8% | +6.3% | +0.6% | −11.5% | −2.2% | +4.1% | −4.4% | +11.8% | −18.3% | +13.9% | +24.9% | −11.0pp |
| 2023 | +39.3% | −12.4% | −2.1% | −8.6% | +12.5% | −2.1% | +12.2% | +5.7% | +1.4% | −12.0% | +20.3% | +8.4% | +66.0% | +26.2% | +39.8pp |
| 2022 | −20.7% | −1.5% | −2.5% | +6.9% | +14.4% | −26.1% | +9.5% | −13.9% | −23.0% | +5.6% | +6.9% | −14.1% | −51.6% | −18.2% | −33.4pp |
| 2021 | +1.9% | +21.4% | −2.6% | +5.8% | +6.5% | −5.4% | −8.8% | −2.7% | −10.7% | −7.4% | +10.6% | +12.7% | +17.7% | +28.7% | −11.0pp |
| 2020 | +4.0% | −15.2% | −25.1% | +12.2% | −3.7% | −0.5% | −2.4% | −10.9% | −4.9% | +3.2% | +19.0% | +23.4% | −10.9% | +18.3% | −29.2pp |
| 2019 | +21.7% | +11.8% | −3.4% | +6.4% | −27.2% | +29.2% | +13.3% | +6.3% | +4.1% | −12.6% | −2.6% | +26.1% | +77.1% | +31.2% | +45.9pp |
| 2018 | +11.9% | −2.2% | +6.6% | −14.6% | +6.0% | −6.7% | −9.4% | −9.9% | −6.6% | −26.4% | +5.4% | −17.4% | −51.9% | −4.6% | −47.3pp |
| 2017 | +17.3% | −3.6% | +8.0% | +7.9% | +1.1% | −1.1% | −3.9% | +3.7% | −1.6% | +3.3% | −11.7% | +1.5% | +19.8% | +21.7% | −1.9pp |
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. WDC 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 ⓘ | 71% | 52% | 48% | 76% | 62% | 38% | 52% | 43% | 43% | 48% | 76% | 71% |
| Median | +9.2% | +0.3% | −2.1% | +6.7% | +6.0% | −1.1% | +0.5% | −2.2% | −1.6% | −0.1% | +7.8% | +7.5% |
| Best | +45.3% | +21.4% | +41.6% | +60.6% | +29.5% | +29.2% | +30.5% | +13.3% | +49.6% | +25.1% | +23.3% | +27.9% |
| Worst | −20.7% | −15.2% | −25.1% | −14.6% | −27.2% | −26.1% | −27.7% | −14.4% | −23.0% | −26.4% | −25.9% | −18.3% |
| vs SPY ⓘ | +6.2pp | +0.7pp | −5.2pp | +3.8pp | +1.2pp | −1.7pp | −3.1pp | −0.8pp | −1.1pp | −3.5pp | +4.8pp | +5.5pp |
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.
