| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UFPT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.1% | −16.2% | −8.1% | −1.0% | +14.9% | +20.5% | −3.8% | — | — | — | — | — | +14.9% | +7.5% | +7.3pp |
| 2025 | +12.3% | −17.1% | −11.4% | +3.4% | +12.3% | +4.3% | −7.3% | −7.2% | −5.0% | −3.5% | +17.7% | −2.1% | −9.2% | +17.7% | −26.9pp |
| 2024 | −2.1% | +23.6% | +21.1% | −18.3% | +26.4% | +1.3% | +21.9% | +6.1% | −7.2% | −15.7% | +20.9% | −24.3% | +42.1% | +24.9% | +17.2pp |
| 2023 | −3.5% | +3.5% | +10.3% | +6.2% | +12.2% | +25.4% | +0.4% | −9.7% | −8.1% | −3.4% | +6.8% | +3.4% | +45.9% | +26.2% | +19.8pp |
| 2022 | +1.0% | −2.6% | −4.3% | +3.8% | +11.3% | +4.1% | +1.2% | +15.5% | −7.7% | +9.3% | +27.9% | −1.8% | +67.8% | −18.2% | +86.0pp |
| 2021 | −1.3% | +7.6% | +0.6% | +0.5% | +8.7% | +5.5% | +4.1% | +17.1% | −12.0% | +0.5% | +8.0% | +5.1% | +50.8% | +28.7% | +22.0pp |
| 2020 | −6.0% | +5.8% | −22.8% | +12.9% | +5.1% | −2.5% | −2.1% | −4.5% | +0.5% | −10.5% | +18.9% | +5.7% | −6.1% | +18.3% | −24.4pp |
| 2019 | +9.9% | +1.5% | +11.6% | −2.7% | +1.4% | +12.7% | +4.7% | −4.1% | −7.6% | +7.8% | +11.4% | +7.0% | +65.1% | +31.2% | +33.9pp |
| 2018 | +4.9% | −2.4% | +3.7% | +12.7% | −8.0% | +0.8% | +6.0% | +7.8% | +4.3% | −6.1% | +5.1% | −17.2% | +8.1% | −4.6% | +12.6pp |
| 2017 | −2.0% | −3.8% | +7.9% | +3.1% | +2.4% | +3.5% | +1.9% | −7.8% | +5.6% | +9.8% | −10.7% | +0.9% | +9.2% | +21.7% | −12.5pp |
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. UFPT 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% | 62% | 71% | 57% | 81% | 62% | 52% | 48% | 57% | 62% | 57% |
| Median | +1.0% | +3.2% | +3.7% | +3.4% | +2.4% | +4.0% | +1.2% | +2.9% | −5.0% | +0.5% | +5.1% | +1.4% |
| Best | +40.8% | +23.6% | +32.9% | +27.5% | +66.6% | +25.4% | +21.9% | +24.4% | +22.5% | +10.9% | +27.9% | +30.0% |
| Worst | −22.4% | −22.6% | −22.8% | −18.3% | −17.4% | −25.5% | −14.7% | −17.3% | −36.0% | −23.0% | −25.9% | −24.3% |
| vs SPY ⓘ | +0.2pp | +1.7pp | +0.3pp | +1.2pp | +1.0pp | +3.2pp | −1.2pp | +0.7pp | −2.3pp | −1.6pp | +1.9pp | −0.6pp |
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.
