| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UGE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.7% | +15.6% | −16.6% | +4.7% | −3.4% | +0.4% | +5.2% | — | — | — | — | — | +18.2% | +7.5% | +10.7pp |
| 2025 | +0.3% | +9.7% | −2.8% | −0.5% | +1.5% | −3.7% | −3.8% | +1.7% | −4.6% | −6.0% | +7.3% | −3.2% | −5.2% | +17.7% | −22.9pp |
| 2024 | +2.2% | +3.6% | +5.9% | −2.9% | +3.7% | −1.0% | +2.8% | +11.6% | +1.8% | −7.3% | +7.0% | −10.0% | +16.4% | +24.9% | −8.5pp |
| 2023 | +11.1% | +0.0% | +1.2% | +6.5% | −11.8% | +4.6% | +3.2% | −8.0% | −10.1% | −3.6% | +7.5% | +4.7% | +2.4% | +26.2% | −23.8pp |
| 2022 | −10.6% | −7.8% | +6.2% | −10.4% | −9.3% | −14.2% | +20.8% | −7.1% | −18.0% | +7.1% | +4.0% | −14.9% | −46.8% | −18.2% | −28.6pp |
| 2021 | −1.2% | −4.7% | +10.2% | +5.2% | −0.6% | +3.0% | +2.4% | +0.2% | −6.0% | +25.9% | −2.3% | +7.5% | +42.4% | +28.7% | +13.7pp |
| 2020 · part | — | — | — | — | — | — | +17.1% | +23.3% | −5.1% | −7.3% | +27.0% | +14.0% | +84.0% | +18.3% | +65.7pp |
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. UGE 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 ⓘ | 67% | 67% | 67% | 50% | 33% | 50% | 86% | 67% | 17% | 33% | 83% | 50% |
| Median | +1.2% | +1.8% | +3.6% | +2.1% | −2.0% | −0.3% | +3.2% | +0.9% | −5.5% | −4.8% | +7.1% | +0.8% |
| Best | +14.7% | +15.6% | +10.2% | +6.5% | +3.7% | +4.6% | +20.8% | +23.3% | +1.8% | +25.9% | +27.0% | +14.0% |
| Worst | −10.6% | −7.8% | −16.6% | −10.4% | −11.8% | −14.2% | −3.8% | −8.0% | −18.0% | −7.3% | −2.3% | −14.9% |
| vs SPY ⓘ | +0.2pp | +0.5pp | +2.5pp | +0.1pp | −6.7pp | −3.2pp | +1.6pp | −1.6pp | −3.4pp | −3.1pp | −0.2pp | −1.6pp |
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.
