| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BKUTK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.6% | +15.9% | −5.1% | +9.7% | −2.9% | +0.8% | +0.8% | — | — | — | — | — | +25.8% | +9.3% | +16.4pp |
| 2025 | −4.0% | −8.3% | +5.7% | +4.9% | +1.9% | +3.8% | −1.4% | +0.2% | +0.0% | +1.0% | +1.0% | +3.2% | +7.4% | +17.7% | −10.4pp |
| 2024 | −2.7% | +7.0% | +0.5% | +0.0% | −0.5% | +5.2% | −1.3% | +6.5% | +6.1% | −1.1% | +5.8% | +12.1% | +43.1% | +24.9% | +18.2pp |
| 2023 | +0.1% | +2.6% | −6.3% | +4.0% | −4.1% | +5.4% | −6.1% | −3.2% | +7.1% | −5.3% | +0.0% | +5.5% | −1.5% | +26.2% | −27.7pp |
| 2022 | +4.0% | −2.1% | −2.4% | −2.8% | −10.7% | +3.5% | +6.3% | −0.0% | −4.2% | −1.3% | +0.8% | −0.3% | −9.9% | −18.2% | +8.3pp |
| 2021 | +1.3% | +5.3% | +4.0% | +8.4% | +0.4% | +0.3% | −2.8% | −3.3% | +1.8% | +4.0% | −1.7% | +0.2% | +18.8% | +28.7% | −10.0pp |
| 2020 | −1.1% | −2.8% | −21.4% | +6.1% | −1.4% | +4.3% | +13.0% | −7.0% | +5.4% | −2.6% | +5.3% | +0.8% | −5.7% | +18.3% | −24.1pp |
| 2019 | −2.9% | +13.3% | −7.1% | −4.3% | −3.4% | +3.0% | −1.9% | −0.2% | +3.3% | −1.1% | +2.3% | +1.1% | +0.6% | +31.2% | −30.6pp |
| 2018 | +18.9% | −1.8% | −6.4% | +2.3% | −5.1% | +2.5% | −0.8% | +3.6% | −3.9% | +0.0% | +0.6% | −10.3% | −3.1% | −4.6% | +1.5pp |
| 2017 | +1.8% | −0.9% | +3.3% | +2.9% | −3.7% | +3.1% | +0.0% | +1.9% | −0.5% | −1.8% | +1.3% | +0.7% | +8.1% | +21.7% | −13.6pp |
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. BKUTK 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 ⓘ | 52% | 62% | 43% | 71% | 33% | 76% | 29% | 38% | 52% | 19% | 67% | 67% |
| Median | +0.1% | +1.4% | +0.0% | +2.3% | −0.5% | +1.8% | −0.8% | −0.0% | +1.0% | −1.8% | +0.8% | +0.8% |
| Best | +18.9% | +23.4% | +5.7% | +31.4% | +32.3% | +10.3% | +13.0% | +6.5% | +14.4% | +4.0% | +11.9% | +12.1% |
| Worst | −5.6% | −14.3% | −21.4% | −4.3% | −10.7% | −5.6% | −6.1% | −10.3% | −4.8% | −12.8% | −34.4% | −23.4% |
| vs SPY ⓘ | +1.9pp | +1.8pp | −2.4pp | +1.8pp | −2.6pp | +1.5pp | −3.4pp | −0.2pp | +1.4pp | −3.0pp | −1.3pp | −0.5pp |
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.
