| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GURE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.5% | +3.4% | +35.6% | −44.5% | +49.9% | −29.8% | −17.3% | — | — | — | — | — | −18.4% | +9.3% | −27.7pp |
| 2025 | +18.1% | +7.5% | −2.2% | −12.4% | −2.8% | +12.0% | −3.3% | +10.8% | −22.2% | −9.5% | −40.8% | +23.3% | −34.8% | +17.7% | −52.5pp |
| 2024 | −27.3% | +8.3% | +13.8% | +2.7% | +13.8% | −40.5% | +4.9% | −2.8% | −8.6% | −28.3% | −16.4% | −1.5% | −65.6% | +24.9% | −90.5pp |
| 2023 | +15.2% | −10.4% | −16.0% | +1.1% | +6.9% | −13.7% | −8.0% | −3.9% | −15.4% | −8.0% | −11.0% | +7.8% | −46.6% | +26.2% | −72.8pp |
| 2022 | +1.2% | +14.8% | −15.7% | −12.7% | +17.3% | +0.5% | −8.3% | +14.5% | −26.6% | +3.9% | +3.0% | −14.0% | −28.6% | −18.2% | −10.5pp |
| 2021 | −2.9% | +11.3% | −2.2% | +42.8% | +0.5% | +1.4% | −20.1% | −14.4% | +3.5% | +16.1% | +17.7% | −29.2% | +5.1% | +28.7% | −23.6pp |
| 2020 | +11.7% | +22.5% | −3.2% | +15.7% | +10.5% | +23.8% | +14.8% | −15.1% | +5.6% | −10.9% | −10.2% | −6.4% | +61.5% | +18.3% | +43.2pp |
| 2019 | +46.2% | −6.6% | +0.4% | +18.7% | −15.3% | −7.1% | −11.0% | −21.3% | −0.5% | +12.1% | −30.9% | −5.5% | −34.6% | +31.2% | −65.8pp |
| 2018 | +2.0% | +1.3% | −5.9% | −2.8% | +2.9% | −3.5% | −5.8% | −15.4% | −5.5% | −9.2% | −11.3% | −6.9% | −46.9% | −4.6% | −42.4pp |
| 2017 | +9.2% | −7.0% | −10.1% | +2.8% | −3.3% | −10.2% | +8.8% | +8.1% | +1.1% | −10.1% | −8.8% | −5.2% | −24.6% | +21.7% | −46.3pp |
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. GURE 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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 20 | 20 |
| Positive ⓘ | 65% | 65% | 30% | 35% | 70% | 25% | 45% | 53% | 37% | 63% | 35% | 45% |
| Median | +2.7% | +3.0% | −4.1% | −6.7% | +6.0% | −5.4% | −4.5% | +0.2% | −4.3% | +3.9% | −10.6% | −2.4% |
| Best | +53.1% | +24.5% | +37.1% | +54.8% | +49.9% | +23.8% | +32.8% | +67.5% | +47.3% | +37.9% | +21.3% | +36.4% |
| Worst | −27.3% | −18.9% | −30.9% | −49.4% | −24.0% | −40.5% | −67.9% | −47.4% | −50.7% | −28.3% | −40.8% | −29.2% |
| vs SPY ⓘ | +6.9pp | +3.7pp | −4.6pp | −6.8pp | +3.7pp | −4.3pp | −5.8pp | +4.7pp | −6.0pp | +2.7pp | −12.5pp | −0.5pp |
237 monthly observations across 2006–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
