No volume data stored for WSMNX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WSMNX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.6% | +0.2% | −4.7% | +9.6% | +3.9% | +3.4% | −6.1% | — | — | — | — | — | +8.3% | +9.3% | −1.0pp |
| 2025 | +3.3% | −6.9% | −8.0% | −2.9% | +3.5% | +1.6% | +4.1% | +3.5% | +1.3% | +0.5% | +2.6% | −1.3% | +0.4% | +17.7% | −17.3pp |
| 2024 | −1.9% | +9.4% | +1.4% | −8.0% | +3.2% | −2.1% | +6.1% | +0.8% | +1.7% | −1.6% | +8.9% | −5.7% | +11.2% | +24.9% | −13.7pp |
| 2023 | +10.6% | −2.7% | −2.1% | −0.6% | −1.2% | +7.9% | +2.3% | −3.3% | −5.2% | −6.8% | +9.5% | +10.3% | +17.9% | +26.2% | −8.3pp |
| 2022 | −12.6% | +2.0% | +1.4% | −11.5% | −3.1% | −8.0% | +11.1% | −3.4% | −7.9% | +7.5% | +6.5% | −4.9% | −23.2% | −18.2% | −5.0pp |
| 2021 | +1.0% | +4.6% | −1.6% | +4.4% | −3.9% | +3.5% | +0.2% | +1.9% | −3.3% | +6.2% | −5.8% | +1.1% | +8.0% | +28.7% | −20.8pp |
| 2020 | +0.8% | −6.0% | −16.0% | +13.7% | +10.9% | +0.3% | +4.5% | +5.3% | −1.6% | +0.3% | +13.5% | +4.5% | +29.7% | +18.3% | +11.4pp |
| 2019 | +9.6% | +6.6% | +0.1% | +4.3% | −4.5% | +6.7% | +2.6% | +0.2% | −2.0% | +0.1% | +4.4% | −7.4% | +21.2% | +31.2% | −10.1pp |
| 2018 | +5.3% | −1.7% | +1.7% | −0.0% | +3.7% | +1.5% | +1.5% | +7.7% | −0.8% | −10.0% | +2.5% | −19.0% | −10.2% | −4.6% | −5.7pp |
| 2017 | +2.4% | +4.2% | +2.0% | +3.2% | +1.6% | +1.7% | +0.8% | +1.3% | +2.9% | +2.8% | +3.0% | −5.7% | +21.7% | +21.7% | −0.0pp |
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. WSMNX 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 71% | 65% | 53% | 59% | 71% | 76% | 56% | 38% | 69% | 94% | 44% |
| Median | +2.1% | +3.9% | +1.4% | +0.4% | +1.6% | +1.5% | +2.3% | +0.5% | −1.2% | +1.6% | +2.8% | −1.7% |
| Best | +10.6% | +9.4% | +7.0% | +13.7% | +10.9% | +7.9% | +11.1% | +7.7% | +12.8% | +13.2% | +13.5% | +10.3% |
| Worst | −12.6% | −6.9% | −16.0% | −11.5% | −8.8% | −8.0% | −6.1% | −9.0% | −9.5% | −10.0% | −5.8% | −19.0% |
| vs SPY ⓘ | +0.9pp | +1.0pp | −1.7pp | −0.9pp | −0.7pp | +1.0pp | −1.0pp | +0.4pp | −0.4pp | −1.0pp | +0.9pp | −1.2pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
