| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.2% | +8.4% | −4.2% | +1.2% | −9.1% | +5.9% | +6.2% | — | — | — | — | — | +8.6% | +7.5% | +1.0pp |
| 2025 | +9.2% | +5.7% | −0.2% | +0.8% | +3.3% | −4.7% | +0.1% | −1.2% | −2.1% | −9.5% | +9.1% | +1.2% | +10.5% | +17.7% | −7.2pp |
| 2024 | +3.6% | +10.8% | +4.0% | −2.4% | +1.3% | +1.6% | −5.0% | +4.6% | −1.7% | +4.0% | +5.7% | −11.3% | +14.3% | +24.9% | −10.6pp |
| 2023 | −1.4% | −3.2% | +9.5% | +1.8% | −2.5% | +7.6% | −5.6% | −4.3% | −2.3% | +7.8% | +4.5% | +4.7% | +16.2% | +26.2% | −10.0pp |
| 2022 | −9.9% | −4.0% | +10.2% | +3.7% | −3.6% | −3.1% | +7.6% | +2.7% | −4.9% | −1.1% | +5.9% | −6.1% | −4.5% | −18.2% | +13.7pp |
| 2021 | −5.6% | −0.4% | +16.9% | +6.9% | +2.0% | +0.0% | +5.8% | +4.6% | −3.4% | +7.3% | +0.3% | +4.3% | +43.8% | +28.7% | +15.1pp |
| 2020 | +6.8% | −8.9% | −16.1% | +8.1% | +6.7% | −0.3% | +3.5% | +4.0% | −0.3% | −4.6% | +10.4% | −0.5% | +5.5% | +18.3% | −12.9pp |
| 2019 | +7.5% | +5.8% | +3.2% | +3.3% | +1.9% | +6.0% | +1.4% | +2.0% | −3.2% | −2.4% | +0.6% | +1.4% | +30.5% | +31.2% | −0.8pp |
| 2018 | +2.5% | −2.4% | −2.0% | −3.4% | +1.7% | −1.1% | +10.6% | +1.0% | −0.1% | −1.0% | +5.3% | −5.1% | +5.3% | −4.6% | +9.9pp |
| 2017 | −2.0% | +5.5% | +0.0% | −0.2% | +0.2% | +1.2% | +2.5% | +2.6% | +2.1% | +5.0% | +0.6% | +4.9% | +24.5% | +21.7% | +2.8pp |
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. WM 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 50% | 56% | 70% | 63% | 74% | 48% | 52% | 58% | 38% | 58% | 77% | 69% |
| Median | −0.3% | +1.3% | +2.3% | +1.8% | +1.9% | −0.3% | +0.1% | +0.8% | −1.0% | +1.6% | +4.7% | +1.4% |
| Best | +9.2% | +10.8% | +16.9% | +16.9% | +27.3% | +10.2% | +10.6% | +11.4% | +9.0% | +14.7% | +19.7% | +15.9% |
| Worst | −12.1% | −14.3% | −16.1% | −8.7% | −9.1% | −6.7% | −15.5% | −4.3% | −13.5% | −9.5% | −5.6% | −11.3% |
| vs SPY ⓘ | +0.0pp | −0.1pp | +1.3pp | +0.2pp | +0.5pp | −1.0pp | −1.3pp | −0.0pp | −0.1pp | +0.4pp | +0.2pp | +0.6pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
