| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NATR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.9% | +9.8% | −13.3% | +13.2% | −21.6% | +2.4% | −6.9% | — | — | — | — | — | −6.0% | +9.3% | −15.3pp |
| 2025 | −5.1% | +4.7% | −13.9% | −1.8% | +25.5% | −4.3% | −5.3% | +20.3% | −7.9% | −13.1% | +52.7% | +4.9% | +47.2% | +17.7% | +29.5pp |
| 2024 | +0.7% | +2.0% | +17.0% | −6.4% | −21.2% | −1.6% | +13.5% | −19.3% | −1.3% | −7.0% | +28.3% | −9.7% | −15.2% | +24.9% | −40.1pp |
| 2023 | +26.9% | +2.7% | −5.8% | +7.3% | +2.0% | +22.1% | +2.2% | +20.5% | −1.4% | +8.0% | −4.3% | +0.9% | +107.8% | +26.2% | +81.6pp |
| 2022 | −4.6% | −0.6% | −4.1% | −1.5% | −27.0% | −11.7% | −2.1% | −7.2% | −15.1% | +2.4% | +5.5% | −6.5% | −55.0% | −18.2% | −36.9pp |
| 2021 | +7.4% | +2.7% | +27.9% | +4.3% | −1.5% | −15.2% | +1.3% | −2.7% | −14.4% | +7.8% | +7.7% | +8.8% | +30.7% | +28.7% | +1.9pp |
| 2020 | +7.1% | −14.2% | −0.9% | +8.2% | +10.2% | −7.1% | +5.5% | +16.1% | +4.8% | −9.9% | +19.3% | +20.3% | +67.4% | +18.3% | +49.1pp |
| 2019 | −1.8% | +3.7% | +11.9% | −3.1% | +7.0% | −3.5% | −2.8% | +4.2% | −11.9% | +13.9% | +6.4% | −11.1% | +9.6% | +31.2% | −21.7pp |
| 2018 | +4.8% | −7.0% | −2.2% | −15.9% | −2.2% | +3.3% | −15.5% | +13.9% | −2.8% | +1.1% | +4.0% | −11.4% | −29.4% | −4.6% | −24.9pp |
| 2017 | −15.0% | −10.6% | −11.4% | +1.0% | +25.2% | +4.7% | −4.5% | −16.6% | −3.8% | −2.5% | +29.8% | −10.1% | −22.2% | +21.7% | −43.9pp |
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. NATR 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 18 | 17 | 17 | 17 | 17 | 17 |
| Positive ⓘ | 35% | 47% | 53% | 35% | 53% | 53% | 39% | 71% | 29% | 53% | 76% | 35% |
| Median | −3.3% | −0.1% | +1.0% | −0.8% | +2.0% | +2.4% | −2.4% | +4.7% | −1.8% | +0.5% | +4.0% | −5.5% |
| Best | +26.9% | +9.8% | +27.9% | +61.9% | +58.6% | +37.7% | +23.8% | +20.5% | +17.7% | +59.1% | +52.7% | +20.3% |
| Worst | −15.2% | −14.2% | −13.9% | −15.9% | −27.0% | −25.7% | −15.5% | −19.3% | −18.2% | −21.6% | −14.8% | −14.0% |
| vs SPY ⓘ | −2.5pp | −2.5pp | +2.3pp | −1.8pp | +1.5pp | −0.6pp | −6.4pp | +5.9pp | −3.4pp | −4.8pp | +2.1pp | −2.9pp |
205 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
