| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NUTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.6% | −25.8% | −14.0% | +25.4% | +8.3% | +32.4% | −13.0% | — | — | — | — | — | −9.7% | +9.3% | −19.0pp |
| 2025 | +50.3% | +15.3% | −14.3% | +133.8% | +52.5% | −25.8% | −31.9% | −1.2% | +23.3% | +19.1% | −6.5% | +43.0% | +419.5% | +17.7% | +401.8pp |
| 2024 | −27.8% | −13.1% | −15.1% | −57.7% | +12.8% | −12.8% | +33.7% | +168.9% | +1.6% | +3.0% | +66.2% | −14.8% | +18.0% | +24.9% | −6.9pp |
| 2023 | −29.5% | +2.2% | −26.3% | −43.8% | −23.4% | −3.1% | −0.9% | −33.8% | −26.7% | +2.0% | −8.1% | −5.4% | −90.5% | +26.2% | −116.7pp |
| 2022 · part | — | — | — | — | +5.9% | −67.7% | −18.1% | +1.9% | −44.2% | −46.3% | +92.5% | +22.6% | −79.8% | −18.2% | −61.7pp |
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. NUTX 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 ⓘ | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 50% | 0% | 50% | 80% | 20% | 20% | 50% | 50% | 75% | 50% | 50% |
| Median | −18.7% | −5.4% | −14.7% | −9.2% | +8.3% | −12.8% | −13.0% | +0.3% | −12.5% | +2.5% | +29.9% | +8.6% |
| Best | +50.3% | +15.3% | −14.0% | +133.8% | +52.5% | +32.4% | +33.7% | +168.9% | +23.3% | +19.1% | +92.5% | +43.0% |
| Worst | −29.5% | −25.8% | −26.3% | −57.7% | −23.4% | −67.7% | −31.9% | −33.8% | −44.2% | −46.3% | −8.1% | −14.8% |
| vs SPY ⓘ | −20.2pp | −6.8pp | −13.7pp | −15.2pp | +5.7pp | −16.4pp | −12.3pp | +1.4pp | −11.2pp | +4.0pp | +26.8pp | +9.2pp |
51 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
