| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HUM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −23.8% | −2.4% | −8.5% | +36.4% | +29.2% | +30.4% | −8.0% | — | — | — | — | — | +43.7% | +7.5% | +36.2pp |
| 2025 | +15.6% | −7.8% | −1.8% | −0.9% | −11.1% | +5.3% | +2.2% | +21.5% | −14.0% | +6.9% | −11.7% | +4.6% | +2.4% | +17.7% | −15.4pp |
| 2024 | −17.4% | −7.3% | −0.8% | −12.9% | +18.5% | +4.6% | −3.2% | −2.0% | −10.4% | −18.6% | +15.0% | −14.1% | −44.0% | +24.9% | −68.8pp |
| 2023 | −0.1% | −3.3% | −1.8% | +9.3% | −5.4% | −10.7% | +2.2% | +1.1% | +5.6% | +7.6% | −7.4% | −5.4% | −9.9% | +26.2% | −36.1pp |
| 2022 | −15.4% | +10.7% | +0.4% | +2.2% | +2.2% | +3.2% | +3.0% | −0.0% | +0.9% | +15.0% | −1.5% | −6.7% | +11.2% | −18.2% | +29.3pp |
| 2021 | −6.6% | −0.9% | +10.6% | +6.2% | −1.7% | +1.3% | −3.8% | −4.8% | −3.8% | +19.0% | −9.4% | +10.7% | +13.8% | +28.7% | −14.9pp |
| 2020 | −8.3% | −4.9% | −1.6% | +21.6% | +7.6% | −5.4% | +1.2% | +5.8% | −0.2% | −3.5% | +0.3% | +2.6% | +12.7% | +18.3% | −5.6pp |
| 2019 | +7.9% | −7.8% | −6.5% | −4.0% | −4.1% | +8.6% | +11.9% | −4.6% | −9.5% | +15.1% | +16.0% | +7.6% | +28.9% | +31.2% | −2.3pp |
| 2018 | +13.6% | −3.6% | −0.9% | +9.4% | −1.1% | +2.5% | +5.6% | +6.1% | +1.7% | −5.3% | +2.8% | −12.9% | +16.3% | −4.6% | +20.8pp |
| 2017 | −2.6% | +6.4% | −2.2% | +7.7% | +4.6% | +3.8% | −3.9% | +11.4% | −5.3% | +4.8% | +2.2% | −4.7% | +22.6% | +21.7% | +0.9pp |
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. HUM 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.
