| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WING | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.3% | −2.2% | −40.2% | +5.9% | −4.1% | +10.5% | −22.5% | — | — | — | — | — | −43.5% | +9.3% | −52.8pp |
| 2025 | +4.8% | −21.2% | −3.8% | +17.0% | +29.6% | −1.5% | +12.1% | −13.0% | −23.3% | −13.9% | +22.4% | −9.9% | −15.7% | +17.7% | −33.4pp |
| 2024 | +9.6% | +24.9% | +4.4% | +5.0% | −4.1% | +14.7% | −11.5% | +3.3% | +7.8% | −30.9% | +14.4% | −13.6% | +11.1% | +24.9% | −13.8pp |
| 2023 | +15.2% | +7.5% | +7.9% | +9.0% | −0.3% | +0.4% | −15.8% | −4.6% | +12.0% | +1.6% | +31.6% | +6.7% | +87.3% | +26.2% | +61.1pp |
| 2022 | −11.3% | −5.2% | −16.3% | −21.8% | −13.0% | −6.1% | +68.8% | −9.6% | +10.2% | +26.3% | +4.6% | −16.9% | −17.0% | −18.2% | +1.1pp |
| 2021 | +13.2% | −9.3% | −6.5% | +24.6% | −9.8% | +10.5% | +8.7% | +0.5% | −4.7% | +5.2% | −6.8% | +7.6% | +30.9% | +28.7% | +2.2pp |
| 2020 | +7.6% | −9.0% | −5.5% | +47.1% | +4.0% | +14.1% | +12.4% | +4.7% | −16.4% | −14.9% | +13.7% | +4.1% | +60.2% | +18.3% | +41.9pp |
| 2019 | +2.3% | +1.5% | +14.3% | −1.0% | +5.9% | +19.0% | +0.9% | +4.9% | −12.9% | −4.4% | −4.0% | +7.8% | +35.0% | +31.2% | +3.8pp |
| 2018 | +24.1% | +0.3% | +4.4% | +3.5% | +3.6% | +3.1% | −5.3% | +35.8% | +2.0% | −8.3% | +10.0% | −2.0% | +86.1% | −4.6% | +90.7pp |
| 2017 | −3.8% | −7.6% | +7.5% | +4.1% | −3.1% | +8.4% | −2.9% | +8.2% | +2.6% | +1.9% | +15.7% | −0.4% | +32.3% | +21.7% | +10.6pp |
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. WING 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 12 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 82% | 36% | 45% | 82% | 45% | 73% | 58% | 64% | 45% | 36% | 73% | 45% |
| Median | +7.6% | −2.2% | −3.8% | +5.9% | −0.3% | +8.4% | +3.6% | +3.3% | −3.3% | −4.4% | +13.7% | −0.4% |
| Best | +24.1% | +24.9% | +14.3% | +47.1% | +29.6% | +19.0% | +68.8% | +35.8% | +12.0% | +26.3% | +31.6% | +7.8% |
| Worst | −11.3% | −21.2% | −40.2% | −21.8% | −13.0% | −6.1% | −22.5% | −20.2% | −23.3% | −30.9% | −6.8% | −16.9% |
| vs SPY ⓘ | +8.0pp | −1.7pp | +1.8pp | +7.4pp | −0.8pp | +7.7pp | +1.1pp | −2.3pp | +0.0pp | −6.6pp | +8.1pp | +0.4pp |
133 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
