| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UNFI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.6% | +2.6% | +17.9% | +11.0% | +2.7% | −11.1% | +9.8% | — | — | — | — | — | +49.0% | +7.5% | +41.4pp |
| 2025 | +8.9% | +6.9% | −13.8% | −2.5% | +14.5% | −23.7% | +18.6% | +2.3% | +33.0% | +0.1% | −0.9% | −9.8% | +23.3% | +17.7% | +5.6pp |
| 2024 | −8.1% | +4.7% | −26.4% | −22.3% | +34.5% | +9.1% | +18.3% | −2.4% | +11.2% | +20.9% | +22.1% | +10.0% | +68.3% | +24.9% | +43.4pp |
| 2023 | +7.5% | −2.1% | −35.3% | +3.5% | −2.1% | −26.8% | +6.4% | −3.2% | −29.8% | +3.1% | −0.2% | +11.5% | −58.1% | +26.2% | −84.2pp |
| 2022 | −21.0% | +3.7% | +2.8% | +3.8% | −1.2% | −7.1% | +7.9% | +3.7% | −22.0% | +23.4% | +12.4% | −18.8% | −21.1% | −18.2% | −3.0pp |
| 2021 | +69.6% | −2.3% | +24.5% | +11.9% | +3.0% | −2.6% | −10.4% | +11.1% | +31.6% | −10.4% | +14.6% | −1.3% | +207.3% | +28.7% | +178.6pp |
| 2020 | −17.8% | −10.1% | +41.9% | +15.9% | +84.2% | −7.1% | +9.0% | −9.1% | −17.6% | −2.0% | +18.4% | −7.4% | +82.3% | +18.3% | +64.0pp |
| 2019 | +23.7% | +14.6% | −11.9% | −2.3% | −21.4% | −11.6% | +9.9% | −18.5% | +43.3% | −34.9% | +21.6% | −3.9% | −17.3% | +31.2% | −48.5pp |
| 2018 | −3.4% | −10.4% | +0.6% | +4.8% | +1.2% | −6.4% | −24.5% | +10.3% | −15.7% | −27.4% | −0.6% | −51.0% | −78.5% | −4.6% | −73.9pp |
| 2017 | −4.2% | −5.8% | +0.4% | −3.9% | −3.8% | −8.1% | +5.0% | −9.8% | +19.7% | −6.8% | +23.9% | +2.6% | +3.2% | +21.7% | −18.5pp |
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. UNFI 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.
