| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WOR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +0.8% | −6.5% | +4.1% | +4.6% | −5.3% | +3.5% | — | — | — | — | — | +8.3% | +9.3% | −1.0pp |
| 2025 | +4.5% | +0.2% | +19.8% | +1.1% | +16.4% | +8.3% | −2.6% | +6.2% | −15.4% | +1.1% | −2.2% | −5.7% | +30.3% | +17.7% | +12.6pp |
| 2024 | −0.9% | +8.9% | +0.4% | −8.1% | −0.2% | −16.8% | +5.5% | −8.2% | −9.1% | −7.6% | +6.8% | −1.6% | −29.3% | +24.9% | −54.2pp |
| 2023 | +14.4% | +6.3% | +7.6% | −8.1% | −5.5% | +24.4% | +7.4% | +0.9% | −17.5% | −0.3% | +17.0% | +30.2% | +91.6% | +26.2% | +65.5pp |
| 2022 | −0.9% | +5.2% | −9.4% | −7.5% | −2.0% | −4.8% | +16.1% | −0.4% | −24.8% | +24.7% | +19.3% | −11.9% | −6.9% | −18.2% | +11.3pp |
| 2021 | +1.9% | +22.1% | +5.4% | −2.7% | +1.7% | −7.4% | +4.6% | −9.4% | −8.6% | +3.1% | −11.7% | +14.5% | +8.4% | +28.7% | −20.3pp |
| 2020 | −12.8% | −13.5% | −16.7% | +0.7% | +13.2% | +25.6% | +0.3% | +11.0% | −1.2% | +20.7% | +5.1% | −0.2% | +25.2% | +18.3% | +6.9pp |
| 2019 | +8.3% | +4.2% | −4.5% | +7.5% | −14.9% | +18.7% | −0.1% | −13.7% | +4.5% | +2.1% | +4.0% | +10.8% | +24.1% | +31.2% | −7.1pp |
| 2018 | +6.1% | −5.4% | −2.5% | +3.8% | +7.7% | −12.1% | +11.6% | −0.5% | −6.4% | −3.4% | −1.1% | −15.4% | −19.3% | −4.6% | −14.7pp |
| 2017 | +0.7% | +2.6% | −7.7% | −3.5% | −3.5% | +20.2% | +0.9% | −1.4% | −7.5% | −1.1% | −8.6% | +6.4% | −5.5% | +21.7% | −27.2pp |
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. WOR 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 ⓘ | 67% | 67% | 57% | 57% | 48% | 62% | 62% | 29% | 43% | 57% | 71% | 38% |
| Median | +3.3% | +1.9% | +3.3% | +1.1% | −0.2% | +6.3% | +3.4% | −0.8% | −6.4% | +1.3% | +4.0% | −1.6% |
| Best | +14.4% | +22.1% | +19.8% | +71.1% | +16.4% | +26.9% | +16.1% | +11.0% | +17.3% | +24.7% | +19.7% | +30.2% |
| Worst | −12.8% | −18.5% | −16.7% | −8.1% | −14.9% | −16.8% | −13.5% | −22.5% | −24.8% | −20.5% | −15.2% | −19.8% |
| vs SPY ⓘ | +1.8pp | +1.5pp | +0.8pp | +0.2pp | −0.7pp | +5.1pp | −1.2pp | −2.3pp | −3.9pp | −0.1pp | +0.4pp | −4.0pp |
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.
