| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IUNSF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +15.9% | +4.8% | +17.7% | −5.2% | +4.0% | +2.1% | +0.9% | — | — | — | — | — | +45.1% | +7.5% | +37.6pp |
| 2025 | −2.5% | −1.6% | +0.9% | −7.6% | +0.0% | +17.4% | −0.0% | +0.0% | +1.1% | +0.0% | +0.0% | +4.8% | +11.3% | +17.7% | −6.4pp |
| 2024 | −0.0% | +0.3% | +6.9% | −0.1% | +9.3% | −2.4% | −2.0% | +3.1% | −6.7% | +0.0% | +2.2% | +0.9% | +11.3% | +24.9% | −13.6pp |
| 2023 | −8.3% | −4.2% | +1.1% | +0.0% | −4.3% | +1.1% | +0.0% | +15.5% | +1.4% | +0.0% | −4.1% | −0.4% | −4.0% | +26.2% | −30.2pp |
| 2022 | +14.1% | +3.1% | +19.4% | +0.3% | −11.8% | +0.8% | +0.0% | +0.0% | +6.4% | −4.5% | +23.3% | +0.7% | +57.8% | −18.2% | +76.0pp |
| 2021 | −5.3% | +12.5% | +18.4% | +2.8% | +8.6% | +11.4% | −6.9% | −20.7% | +26.7% | +0.0% | +21.4% | +0.6% | +79.2% | +28.7% | +50.5pp |
| 2020 | +10.4% | −16.8% | −62.6% | +22.6% | +0.0% | +1.5% | +42.0% | +0.0% | +0.8% | −14.1% | +21.9% | +22.6% | −21.3% | +18.3% | −39.6pp |
| 2019 | +9.2% | +2.4% | +1.5% | +2.9% | −13.0% | −1.2% | −4.7% | −5.9% | +15.8% | −11.9% | +4.7% | +0.9% | −2.9% | +31.2% | −34.2pp |
| 2018 | +7.6% | +0.0% | −13.4% | +15.4% | +7.3% | −8.6% | +3.0% | −1.3% | −6.4% | +4.1% | −25.0% | −5.0% | −25.7% | −4.6% | −21.1pp |
| 2017 | −2.8% | −7.8% | +1.9% | −2.8% | +0.0% | +0.5% | −5.1% | +0.0% | +10.9% | −5.1% | +0.0% | +0.4% | −10.6% | +21.7% | −32.3pp |
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. IUNSF 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 50% | 50% | 80% | 50% | 40% | 70% | 30% | 40% | 80% | 20% | 60% | 80% |
| Median | +3.8% | +0.2% | +1.7% | +0.1% | +0.0% | +0.9% | −0.0% | +0.0% | +1.6% | +0.0% | +1.4% | +0.8% |
| Best | +15.9% | +12.5% | +19.4% | +22.6% | +9.3% | +17.4% | +42.0% | +15.5% | +26.7% | +4.1% | +23.3% | +22.6% |
| Worst | −8.3% | −16.8% | −62.6% | −7.6% | −13.0% | −8.6% | −6.9% | −20.7% | −6.7% | −14.1% | −25.0% | −5.0% |
| vs SPY ⓘ | −0.2pp | −0.6pp | +2.7pp | −1.4pp | −3.1pp | −0.2pp | −3.2pp | −1.2pp | +5.4pp | −4.7pp | −1.6pp | +3.3pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
