Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WLYB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.1% | −5.4% | +26.8% | +7.8% | −0.4% | +14.0% | +14.7% | −2.0% | — | — | — | — | +71.9% | +12.9% | +59.0pp |
| 2025 | −6.5% | −5.3% | +14.4% | −1.8% | −9.0% | +14.2% | −11.8% | +0.9% | +1.4% | −4.7% | −5.6% | −13.3% | −27.3% | +17.7% | −45.0pp |
| 2024 | +5.3% | −1.8% | +14.1% | +1.0% | −5.0% | +13.4% | +18.6% | −2.9% | +3.3% | +2.3% | +7.8% | −16.0% | +41.5% | +24.9% | +16.6pp |
| 2023 | +13.2% | +0.1% | −16.3% | +1.3% | −5.8% | −6.2% | +3.7% | +7.5% | +2.7% | −17.9% | −0.8% | +7.7% | −14.7% | +26.2% | −40.9pp |
| 2022 · part | — | — | — | — | +0.5% | −9.4% | +1.3% | −2.2% | −19.0% | +8.9% | +15.4% | −16.8% | −23.7% | −18.2% | −5.6pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 75% | 75% | 20% | 60% | 80% | 40% | 75% | 50% | 50% | 25% |
| Median | +4.7% | −3.5% | +14.2% | +1.2% | −5.0% | +13.4% | +3.7% | −2.0% | +2.0% | −1.2% | +3.5% | −14.7% |
| Best | +13.2% | +0.1% | +26.8% | +7.8% | +0.5% | +14.2% | +18.6% | +7.5% | +3.3% | +8.9% | +15.4% | +7.7% |
| Worst | −6.5% | −5.4% | −16.3% | −1.8% | −9.0% | −9.4% | −11.8% | −2.9% | −19.0% | −17.9% | −5.6% | −16.8% |
| vs SPY ⓘ | +3.2pp | −4.3pp | +15.4pp | −0.6pp | −6.2pp | +9.0pp | +0.4pp | −1.1pp | −0.5pp | −3.2pp | −2.0pp | −12.2pp |
52 monthly observations · 2022–2026 · benchmark SPY
