| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UNH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.1% | +2.2% | −7.0% | +36.9% | +2.7% | +9.3% | +1.2% | — | — | — | — | — | +28.4% | +7.5% | +20.9pp |
| 2025 | +7.2% | −12.4% | +10.7% | −21.4% | −26.6% | +4.1% | −20.0% | +24.2% | +12.1% | −1.1% | −3.5% | +0.8% | −33.1% | +17.7% | −50.9pp |
| 2024 | −2.8% | −3.5% | +0.6% | −2.2% | +2.4% | +3.2% | +13.1% | +2.4% | −0.6% | −3.5% | +8.1% | −16.8% | −2.4% | +24.9% | −27.3pp |
| 2023 | −5.8% | −4.7% | −0.4% | +4.1% | −1.0% | −0.5% | +5.4% | −5.9% | +6.2% | +6.2% | +3.3% | −4.5% | +1.2% | +26.2% | −25.0pp |
| 2022 | −5.9% | +0.7% | +7.5% | −0.3% | −2.3% | +3.8% | +5.6% | −4.2% | −2.4% | +9.9% | −1.3% | −2.9% | +6.9% | −18.2% | +25.1pp |
| 2021 | −4.9% | −0.4% | +12.4% | +7.2% | +3.3% | −2.4% | +2.9% | +1.0% | −5.8% | +17.8% | −3.5% | +13.4% | +45.2% | +28.7% | +16.5pp |
| 2020 | −7.3% | −6.4% | −1.8% | +17.3% | +4.2% | −2.8% | +2.7% | +3.2% | +0.2% | −2.1% | +10.2% | +4.6% | +21.3% | +18.3% | +2.9pp |
| 2019 | +8.5% | −10.4% | +2.5% | −5.7% | +3.7% | +1.4% | +2.0% | −6.0% | −6.7% | +16.3% | +10.8% | +5.4% | +20.0% | +31.2% | −11.2pp |
| 2018 | +7.4% | −4.5% | −5.1% | +10.5% | +2.2% | +1.9% | +3.2% | +6.0% | −0.6% | −1.8% | +8.0% | −11.5% | +14.5% | −4.6% | +19.1pp |
| 2017 | +1.3% | +2.0% | −0.5% | +6.6% | +0.2% | +6.3% | +3.4% | +3.7% | −1.2% | +7.3% | +8.9% | −3.4% | +39.8% | +21.7% | +18.1pp |
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. UNH 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 44% | 70% | 56% | 70% | 70% | 70% | 62% | 46% | 65% | 73% | 73% |
| Median | +1.1% | −0.4% | +4.4% | +0.5% | +2.8% | +3.1% | +2.7% | +1.7% | −0.3% | +1.5% | +4.9% | +3.3% |
| Best | +13.7% | +7.6% | +16.7% | +36.9% | +13.1% | +15.0% | +13.1% | +24.2% | +12.1% | +17.8% | +14.4% | +26.6% |
| Worst | −13.1% | −30.6% | −26.0% | −21.4% | −26.6% | −23.3% | −20.0% | −6.0% | −16.6% | −6.5% | −11.5% | −16.8% |
| vs SPY ⓘ | −0.5pp | −0.7pp | +2.8pp | +1.8pp | −0.2pp | +1.6pp | +0.5pp | +1.4pp | +2.5pp | +1.1pp | +1.2pp | +2.9pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
