| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LXU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.3% | +25.1% | +28.2% | +0.0% | −15.8% | −13.8% | +2.1% | — | — | — | — | — | +29.9% | +9.3% | +20.5pp |
| 2025 | +11.2% | −13.2% | −10.1% | −3.2% | +18.7% | +3.0% | −0.9% | +7.6% | −5.3% | +7.0% | +5.9% | −4.8% | +12.0% | +17.7% | −5.7pp |
| 2024 | −20.1% | −1.1% | +19.3% | +5.9% | +5.5% | −16.6% | +11.4% | −13.0% | +1.4% | +2.0% | +7.7% | −14.0% | −18.5% | +24.9% | −43.4pp |
| 2023 | −4.4% | +6.9% | −24.0% | −13.6% | +4.1% | +5.9% | +13.4% | −9.4% | +1.1% | −10.9% | −5.9% | +8.6% | −30.0% | +26.2% | −56.2pp |
| 2022 | −12.0% | +78.0% | +26.2% | −2.0% | −6.0% | −31.1% | −0.4% | +14.3% | −9.7% | +23.7% | −12.5% | −13.8% | +20.4% | −18.2% | +38.5pp |
| 2021 | −3.5% | +36.1% | +15.3% | +16.8% | +5.0% | −3.8% | +45.5% | −6.4% | +23.9% | +13.7% | +0.9% | +22.6% | +323.7% | +28.7% | +295.0pp |
| 2020 | −28.1% | −35.4% | +7.7% | −5.2% | −45.7% | +7.4% | −9.5% | +107.6% | −25.7% | +37.7% | +12.6% | +35.1% | −19.3% | +18.3% | −37.6pp |
| 2019 | +35.0% | −5.4% | −11.5% | −6.3% | −42.7% | +16.4% | +27.9% | −6.4% | +10.9% | −18.3% | −6.4% | +6.1% | −23.9% | +31.2% | −55.1pp |
| 2018 | −3.1% | −12.0% | −17.9% | −9.8% | −8.3% | +4.5% | +24.0% | +32.7% | +12.2% | −22.3% | +0.9% | −28.0% | −37.0% | −4.6% | −32.4pp |
| 2017 | +1.1% | +27.7% | −13.7% | +17.5% | −20.2% | +17.5% | −31.5% | −13.8% | +30.2% | −4.9% | +19.3% | −2.8% | +4.0% | +21.7% | −17.7pp |
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. LXU 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 ⓘ | 43% | 57% | 62% | 57% | 48% | 52% | 57% | 57% | 52% | 57% | 48% | 62% |
| Median | −3.0% | +4.2% | +10.0% | +2.1% | −0.1% | +1.2% | +3.9% | +3.6% | +0.8% | +2.2% | −1.5% | +5.2% |
| Best | +35.0% | +78.0% | +118.3% | +21.1% | +39.8% | +17.5% | +45.5% | +107.6% | +30.2% | +37.7% | +45.6% | +35.1% |
| Worst | −28.1% | −35.4% | −38.2% | −13.6% | −45.7% | −31.1% | −31.5% | −35.2% | −42.6% | −40.6% | −54.6% | −28.0% |
| vs SPY ⓘ | −0.9pp | +3.6pp | +9.1pp | +0.6pp | −1.0pp | −1.9pp | +2.4pp | +3.5pp | −0.7pp | +1.3pp | −7.6pp | +3.2pp |
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.
