| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WDFC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.0% | +3.0% | −14.4% | +3.5% | −4.8% | +21.8% | −8.7% | — | — | — | — | — | +14.1% | +7.5% | +6.5pp |
| 2025 | −2.8% | +1.6% | +2.3% | −6.0% | +6.7% | −6.4% | −5.6% | +0.8% | −8.5% | −1.2% | +0.8% | +0.6% | −17.4% | +17.7% | −35.2pp |
| 2024 | +8.7% | +3.6% | −5.6% | −10.4% | −0.6% | −2.2% | +19.5% | +0.5% | −1.9% | +2.0% | +5.7% | −12.4% | +2.9% | +24.9% | −22.0pp |
| 2023 | +8.8% | −0.6% | +2.7% | +7.4% | −0.4% | −0.5% | +22.1% | −6.4% | −5.4% | +4.4% | +14.4% | −1.2% | +50.9% | +26.2% | +24.7pp |
| 2022 | −8.9% | −4.7% | −13.5% | +0.8% | +2.6% | +6.7% | −11.5% | +6.6% | −7.1% | −8.4% | +4.6% | −3.8% | −33.0% | −18.2% | −14.8pp |
| 2021 | +14.8% | +2.4% | −1.8% | −18.5% | −1.6% | +4.7% | −4.9% | −1.4% | −3.4% | −1.6% | −1.2% | +9.0% | −6.9% | +28.7% | −35.6pp |
| 2020 | −3.4% | −7.7% | +16.4% | −12.9% | +10.1% | +3.4% | −0.5% | +4.0% | −7.4% | +29.0% | +4.5% | +4.5% | +38.8% | +18.3% | +20.5pp |
| 2019 | −0.5% | −1.5% | −5.3% | −0.3% | −7.1% | +1.7% | +14.6% | +0.4% | +0.7% | +2.4% | +3.0% | +0.5% | +7.4% | +31.2% | −23.8pp |
| 2018 | +5.3% | +0.8% | +5.6% | +0.6% | +4.3% | +6.3% | +9.9% | +10.8% | −3.0% | −2.6% | +4.5% | +4.9% | +57.7% | −4.6% | +62.2pp |
| 2017 | −9.6% | +4.5% | −0.9% | −3.3% | +0.8% | +4.4% | −2.9% | +2.2% | +2.7% | −0.5% | +7.7% | −1.2% | +2.8% | +21.7% | −18.9pp |
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. WDFC 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 ⓘ | 43% | 52% | 62% | 43% | 57% | 71% | 52% | 71% | 43% | 52% | 67% | 48% |
| Median | −1.6% | +0.8% | +1.0% | −1.0% | +0.8% | +3.3% | +1.7% | +1.2% | −1.8% | +2.0% | +2.1% | −0.1% |
| Best | +20.6% | +6.1% | +16.4% | +13.2% | +11.3% | +21.8% | +22.1% | +10.8% | +11.6% | +29.0% | +14.4% | +12.3% |
| Worst | −10.6% | −7.9% | −14.4% | −18.5% | −7.4% | −15.6% | −11.5% | −10.8% | −8.5% | −18.4% | −5.9% | −12.4% |
| vs SPY ⓘ | −0.6pp | −0.2pp | −1.0pp | −4.3pp | +0.4pp | +2.4pp | −2.4pp | +0.6pp | −0.1pp | +0.2pp | −0.4pp | −1.3pp |
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.
