| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WLTNF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +76.5% | +0.0% | −15.0% | −11.8% | +46.7% | −9.1% | −15.0% | — | — | — | — | — | +50.0% | +9.3% | +40.7pp |
| 2025 | +12.6% | −7.1% | −18.5% | −15.1% | +80.6% | −21.1% | +0.0% | −30.1% | +0.4% | −30.6% | −14.9% | −20.1% | −65.8% | +17.7% | −83.5pp |
| 2024 | −10.8% | +7.5% | −9.2% | +19.7% | +61.7% | −19.8% | −13.6% | −14.3% | −18.7% | −6.2% | +51.6% | −10.4% | +3.6% | +24.9% | −21.3pp |
| 2023 | +20.1% | −21.1% | −0.7% | +8.4% | +4.8% | +1.8% | −2.9% | −43.5% | −14.2% | +10.3% | +48.4% | +4.3% | −12.6% | +26.2% | −38.7pp |
| 2022 | +4.3% | −14.6% | +0.0% | +10.7% | −22.9% | +19.4% | −9.1% | +10.5% | +20.5% | +0.0% | +12.6% | −3.7% | +19.3% | −18.2% | +37.5pp |
| 2021 | +29.8% | +4.4% | +14.1% | −1.5% | −8.4% | +0.0% | −7.0% | −1.1% | −6.5% | +30.3% | +53.2% | −26.8% | +75.6% | +28.7% | +46.9pp |
| 2020 · part | — | — | — | — | — | — | −12.1% | −10.2% | −19.5% | +30.3% | +0.0% | −4.1% | −20.6% | +18.3% | −38.9pp |
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. WLTNF 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 83% | 33% | 17% | 50% | 67% | 33% | 0% | 17% | 33% | 50% | 67% | 17% |
| Median | +16.4% | −3.5% | −4.9% | +3.5% | +25.7% | −4.5% | −9.1% | −12.2% | −10.3% | +5.1% | +30.5% | −7.3% |
| Best | +76.5% | +7.5% | +14.1% | +19.7% | +80.6% | +19.4% | +0.0% | +10.5% | +20.5% | +30.3% | +53.2% | +4.3% |
| Worst | −10.8% | −21.1% | −18.5% | −15.1% | −22.9% | −21.1% | −15.0% | −43.5% | −19.5% | −30.6% | −14.9% | −26.8% |
| vs SPY ⓘ | +11.9pp | −2.5pp | −7.2pp | +0.0pp | +22.9pp | −6.4pp | −14.3pp | −16.9pp | −6.3pp | +3.6pp | +23.1pp | −7.9pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
