| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SUI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.8% | +7.1% | −6.9% | +1.5% | −3.3% | −2.1% | +6.7% | — | — | — | — | — | +5.1% | +7.5% | −2.4pp |
| 2025 | +2.9% | +7.6% | −4.8% | −3.3% | +2.5% | +3.3% | −1.9% | +2.3% | +2.5% | −1.9% | +1.8% | −3.0% | +7.5% | +17.7% | −10.2pp |
| 2024 | −6.2% | +6.7% | −3.1% | −13.4% | +6.0% | +2.8% | +5.3% | +6.7% | +0.6% | −1.8% | −4.8% | −1.9% | −5.2% | +24.9% | −30.1pp |
| 2023 | +9.7% | −8.7% | −0.9% | −1.4% | −8.9% | +3.8% | −0.1% | −6.0% | −2.6% | −6.0% | +16.3% | +4.1% | −3.8% | +26.2% | −30.0pp |
| 2022 | −10.0% | −4.2% | −2.7% | +0.2% | −6.5% | −2.4% | +2.9% | −6.3% | −11.4% | −0.4% | +8.9% | −2.0% | −30.3% | −18.2% | −12.1pp |
| 2021 | −5.8% | +6.2% | −0.7% | +11.2% | +0.4% | +2.9% | +14.4% | +2.7% | −7.7% | +5.9% | −3.8% | +11.8% | +40.8% | +28.7% | +12.1pp |
| 2020 | +8.0% | −5.7% | −17.8% | +7.6% | +2.1% | −0.5% | +10.5% | −0.6% | −5.2% | −2.1% | +1.0% | +9.9% | +3.6% | +18.3% | −14.7pp |
| 2019 | +8.1% | +3.3% | +5.0% | +3.8% | +2.6% | +2.1% | +3.6% | +11.3% | +0.9% | +9.6% | +1.3% | −8.4% | +50.9% | +31.2% | +19.7pp |
| 2018 | −4.2% | −1.4% | +5.2% | +2.7% | +3.0% | +2.0% | −0.9% | +6.4% | −0.9% | −1.1% | +3.6% | −1.6% | +12.9% | −4.6% | +17.5pp |
| 2017 | +2.8% | +5.2% | −2.2% | +4.1% | +3.0% | +2.6% | +1.5% | +1.5% | −4.4% | +5.3% | +3.1% | +0.4% | +24.9% | +21.7% | +3.2pp |
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. SUI 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 ⓘ | 57% | 62% | 52% | 62% | 67% | 57% | 71% | 57% | 48% | 43% | 52% | 67% |
| Median | +2.8% | +3.3% | +0.6% | +1.5% | +2.3% | +0.9% | +3.6% | +0.8% | −0.7% | −1.1% | +0.4% | +3.5% |
| Best | +12.0% | +8.3% | +34.1% | +29.8% | +6.3% | +10.7% | +16.2% | +16.7% | +20.5% | +14.8% | +16.3% | +27.9% |
| Worst | −10.5% | −26.5% | −17.8% | −13.4% | −8.9% | −12.2% | −6.6% | −11.3% | −11.4% | −20.9% | −27.2% | −13.9% |
| vs SPY ⓘ | +1.0pp | +1.5pp | +0.5pp | −0.2pp | +0.6pp | −0.7pp | +2.1pp | −0.1pp | −1.5pp | −0.2pp | −3.0pp | +2.9pp |
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.
