| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WTRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.1% | +4.0% | +0.8% | −5.1% | −2.5% | +3.8% | +6.2% | — | — | — | — | — | +8.1% | +7.5% | +0.5pp |
| 2025 | −2.3% | +8.1% | +4.1% | +4.0% | −5.5% | −3.6% | −0.9% | +8.3% | +1.0% | −2.2% | +2.3% | −3.1% | +9.4% | +17.7% | −8.3pp |
| 2024 | −4.0% | −2.2% | +6.5% | −1.3% | +4.0% | −1.1% | +8.9% | −3.3% | −1.1% | +0.1% | +4.6% | −9.3% | +0.5% | +24.9% | −24.4pp |
| 2023 | −2.1% | −7.9% | +2.0% | −2.2% | −3.9% | −2.0% | +6.0% | −12.1% | −7.0% | −2.5% | +7.4% | +4.9% | −19.4% | +26.2% | −45.6pp |
| 2022 | −9.2% | −2.8% | +8.5% | −12.5% | +4.0% | −0.9% | +13.3% | −4.8% | −15.8% | +6.9% | +9.8% | −1.1% | −8.9% | −18.2% | +9.2pp |
| 2021 | −2.1% | −8.7% | +6.4% | +5.3% | +2.0% | −4.4% | +7.5% | +1.6% | −7.2% | +2.1% | +1.0% | +13.6% | +16.0% | +28.7% | −12.7pp |
| 2020 | +10.7% | −16.8% | −5.4% | +2.7% | +5.3% | −3.5% | +7.4% | −5.8% | −5.3% | +2.4% | +10.5% | +4.4% | +2.9% | +18.3% | −15.4pp |
| 2019 | +2.5% | +3.2% | +1.4% | +7.2% | +1.8% | +4.6% | +1.4% | +6.2% | +1.2% | +1.1% | −1.8% | +6.0% | +40.4% | +31.2% | +9.2pp |
| 2018 | −7.7% | −5.0% | −0.4% | +3.2% | −0.7% | +1.4% | +5.0% | +1.2% | −0.8% | −11.8% | +6.1% | −0.3% | −10.7% | −4.6% | −6.1pp |
| 2017 | +1.2% | +5.0% | +1.3% | +2.9% | −0.6% | +1.9% | +0.2% | +0.7% | −0.6% | +6.9% | +7.7% | +3.3% | +33.8% | +21.7% | +12.1pp |
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. WTRG 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 ⓘ | 57% | 48% | 67% | 52% | 48% | 48% | 67% | 62% | 38% | 76% | 71% | 52% |
| Median | +0.7% | −1.6% | +1.4% | +0.1% | −0.6% | −0.9% | +2.7% | +1.2% | −1.0% | +2.1% | +2.3% | +0.5% |
| Best | +10.7% | +8.1% | +8.7% | +7.2% | +5.3% | +10.4% | +13.3% | +16.2% | +11.0% | +11.3% | +21.4% | +13.6% |
| Worst | −9.2% | −16.8% | −5.4% | −14.1% | −9.4% | −7.0% | −9.3% | −12.1% | −15.8% | −12.4% | −4.3% | −9.3% |
| vs SPY ⓘ | −0.6pp | −0.1pp | +1.2pp | −0.9pp | −0.5pp | +0.8pp | +1.3pp | +0.4pp | −2.2pp | −0.4pp | +0.4pp | −0.4pp |
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.
