| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | KRU.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.9% | −5.3% | −3.1% | −2.8% | −1.5% | +3.0% | +2.0% | — | — | — | — | — | −8.5% | +7.5% | −16.0pp |
| 2025 | +3.1% | −4.5% | −7.8% | +5.8% | −1.8% | +0.7% | +4.3% | +10.4% | +0.7% | −0.9% | +5.0% | +3.5% | +18.7% | +17.7% | +1.0pp |
| 2024 | −4.7% | −7.5% | +5.4% | +4.7% | +2.2% | +1.4% | −4.2% | +0.4% | −0.3% | −3.3% | −1.4% | −1.7% | −9.4% | +24.9% | −34.3pp |
| 2023 | +13.4% | −5.9% | −6.8% | +21.7% | −1.4% | +10.3% | +7.2% | −8.5% | +7.6% | +12.4% | −1.8% | +4.4% | +60.0% | +26.2% | +33.8pp |
| 2022 | +0.2% | −20.1% | +19.2% | −14.8% | +7.3% | −12.5% | +10.8% | +14.0% | −22.0% | +18.0% | +7.1% | +4.0% | −1.1% | −18.2% | +17.1pp |
| 2021 | +17.8% | +8.0% | +1.4% | −0.7% | +41.8% | +1.4% | +20.6% | +4.6% | +2.5% | +2.4% | +1.3% | −3.0% | +139.8% | +28.7% | +111.1pp |
| 2020 | −2.4% | −15.6% | −52.5% | +19.2% | +28.0% | +8.0% | +19.3% | +14.6% | −8.0% | −14.2% | +25.6% | +0.4% | −12.3% | +18.3% | −30.6pp |
| 2019 | +7.0% | −1.6% | −7.5% | +13.6% | −7.4% | +13.9% | +4.2% | −10.5% | −8.8% | −4.0% | +3.9% | +10.9% | +9.9% | +31.2% | −21.3pp |
| 2018 | −12.0% | −7.8% | +2.8% | +7.8% | +1.1% | −14.0% | +8.7% | −4.8% | −2.8% | −8.3% | −6.3% | −9.4% | −38.8% | −4.6% | −34.2pp |
| 2017 | +3.7% | −0.3% | −1.8% | +18.9% | +5.2% | +3.0% | +11.7% | −0.9% | −13.9% | −4.9% | +1.1% | −7.3% | +11.0% | +21.7% | −10.7pp |
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. KRU.WA 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.
