| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NAUH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | −25.0% | +33.3% | +0.0% | +25.0% | +0.0% | −45.8% | — | — | — | — | — | −32.3% | +9.3% | −41.6pp |
| 2025 | +90.5% | +0.0% | +0.0% | −25.0% | +0.0% | +33.3% | −25.0% | +66.7% | +0.0% | +0.0% | −20.0% | +0.0% | +90.5% | +17.7% | +72.8pp |
| 2024 | −54.3% | +75.0% | +14.3% | −12.5% | −28.6% | +4.2% | +0.0% | +25.3% | −8.1% | −39.8% | +10.8% | −47.5% | −76.0% | +24.9% | −100.9pp |
| 2023 | −10.0% | +22.2% | −18.2% | −11.1% | +0.0% | −25.0% | +0.0% | −16.7% | +40.0% | −57.1% | +0.0% | +191.7% | −12.5% | +26.2% | −38.7pp |
| 2022 | +15.9% | −1.4% | −6.0% | +86.2% | −35.0% | −1.1% | −11.1% | +0.0% | +12.5% | −4.3% | +16.1% | +0.0% | +42.9% | −18.2% | +61.0pp |
| 2021 | +123.1% | −31.0% | −23.5% | +1.6% | −3.5% | −10.0% | −3.7% | −3.8% | −4.0% | −8.3% | −35.4% | −1.5% | −46.2% | +28.7% | −74.9pp |
| 2020 | +595.0% | −9.9% | +59.7% | +95.0% | −5.1% | −21.4% | +3.1% | −16.7% | +0.0% | +35.8% | −70.5% | +30.0% | +550.0% | +18.3% | +531.7pp |
| 2019 | −61.5% | −13.4% | +5.2% | +30.0% | −1.2% | −30.5% | −0.5% | −28.6% | −23.5% | +17.6% | −15.0% | −34.6% | −88.9% | +31.2% | −120.1pp |
| 2018 | −17.6% | −4.3% | +16.6% | −20.9% | +9.9% | −16.4% | −4.1% | −2.8% | −9.5% | −22.4% | −44.5% | −47.8% | −87.3% | −4.6% | −82.8pp |
| 2017 | +10.3% | +21.4% | −4.4% | +2.0% | +4.4% | −2.5% | −9.8% | −4.2% | +3.3% | −41.5% | +29.4% | −12.3% | −21.3% | +21.7% | −43.0pp |
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. NAUH 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 ⓘ | 18 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 18 | 18 |
| Positive ⓘ | 61% | 37% | 53% | 47% | 32% | 47% | 21% | 33% | 39% | 33% | 44% | 33% |
| Median | +1.1% | −0.3% | +0.7% | +0.0% | −2.1% | +0.0% | −1.1% | −3.3% | −0.3% | −2.8% | −0.9% | −1.4% |
| Best | +595.0% | +75.0% | +59.7% | +95.0% | +25.0% | +33.3% | +8.9% | +66.7% | +40.0% | +35.8% | +29.4% | +191.7% |
| Worst | −61.5% | −31.0% | −23.5% | −25.0% | −35.0% | −30.5% | −45.8% | −33.7% | −23.5% | −57.1% | −70.5% | −47.8% |
| vs SPY ⓘ | +4.8pp | −0.6pp | −2.5pp | −8.5pp | −5.6pp | +0.7pp | −5.6pp | −4.2pp | −0.2pp | −10.3pp | −4.3pp | −2.5pp |
222 monthly observations across 2008–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
