| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NURE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.9% | +4.0% | −6.7% | +10.0% | +2.4% | +6.7% | +0.4% | — | — | — | — | — | +18.1% | +9.3% | +8.7pp |
| 2025 | −1.3% | +3.4% | −2.7% | −4.5% | +1.6% | −1.1% | −4.1% | +5.2% | −2.7% | −5.1% | +4.5% | −0.1% | −7.5% | +17.7% | −25.2pp |
| 2024 | −4.3% | +1.2% | +3.4% | −3.7% | +1.8% | +4.4% | +1.7% | +7.8% | +0.4% | −5.3% | +6.9% | −6.6% | +6.6% | +24.9% | −18.2pp |
| 2023 | +11.4% | −2.7% | −2.6% | +1.3% | −2.7% | +4.8% | +0.4% | −4.5% | −5.9% | −5.9% | +10.0% | +11.2% | +13.1% | +26.2% | −13.1pp |
| 2022 | −7.2% | −1.8% | +5.8% | −3.3% | −7.2% | −7.8% | +9.0% | −5.1% | −10.1% | +3.2% | +0.7% | −7.1% | −28.5% | −18.2% | −10.3pp |
| 2021 | −0.7% | +8.2% | +4.8% | +7.8% | +1.3% | +3.3% | +6.6% | +2.3% | −4.4% | +8.2% | −2.2% | +9.5% | +53.4% | +28.7% | +24.7pp |
| 2020 · part | — | — | — | — | — | — | +1.3% | +2.9% | −2.5% | −0.1% | +14.4% | +4.2% | +21.1% | +18.3% | +2.7pp |
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. NURE 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 67% | 50% | 50% | 67% | 67% | 86% | 67% | 17% | 33% | 83% | 50% |
| Median | −1.0% | +2.3% | +0.4% | −1.0% | +1.4% | +3.8% | +1.3% | +2.6% | −3.5% | −2.6% | +5.7% | +2.0% |
| Best | +11.4% | +8.2% | +5.8% | +10.0% | +2.4% | +6.7% | +9.0% | +7.8% | +0.4% | +8.2% | +14.4% | +11.2% |
| Worst | −7.2% | −2.7% | −6.7% | −4.5% | −7.2% | −7.8% | −4.1% | −5.1% | −10.1% | −5.9% | −2.2% | −7.1% |
| vs SPY ⓘ | −1.3pp | +2.9pp | +0.2pp | +0.0pp | −3.2pp | +0.7pp | −0.2pp | −0.9pp | −1.0pp | −4.1pp | +0.9pp | +0.1pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
