| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UNM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −5.6% | +1.8% | +10.7% | +3.5% | +7.4% | −2.9% | — | — | — | — | — | +13.3% | +7.5% | +5.8pp |
| 2025 | +5.0% | +7.9% | −1.0% | −4.2% | +5.2% | −1.2% | −10.6% | −2.7% | +11.3% | −5.0% | +3.5% | +2.0% | +8.6% | +17.7% | −9.2pp |
| 2024 | +7.7% | +2.3% | +8.5% | −4.8% | +6.2% | −5.1% | +13.5% | −3.5% | +7.1% | +8.7% | +19.8% | −5.0% | +66.3% | +24.9% | +41.4pp |
| 2023 | +3.3% | +6.0% | −11.2% | +7.6% | +3.0% | +9.8% | +2.7% | +1.2% | +0.0% | +0.2% | −12.1% | +5.2% | +13.7% | +26.2% | −12.5pp |
| 2022 | +4.5% | +10.0% | +12.9% | −2.2% | +19.4% | −6.7% | −4.4% | +17.6% | +2.5% | +18.4% | −7.5% | −2.7% | +73.6% | −18.2% | +91.7pp |
| 2021 | +2.4% | +14.0% | +5.1% | +2.6% | +9.6% | −8.3% | −2.5% | −2.8% | −5.9% | +2.8% | −9.3% | +6.4% | +11.9% | +28.7% | −16.9pp |
| 2020 | −7.5% | −12.7% | −35.6% | +18.5% | −13.2% | +9.5% | +5.5% | +7.3% | −8.9% | +6.8% | +25.9% | +3.2% | −16.2% | +18.3% | −34.6pp |
| 2019 | +19.2% | +7.5% | −9.4% | +9.9% | −14.7% | +6.5% | −3.9% | −20.5% | +17.0% | −6.4% | +11.6% | −5.1% | +2.6% | +31.2% | −28.6pp |
| 2018 | −2.7% | −4.2% | −6.6% | +2.1% | −19.8% | −4.7% | +8.1% | −7.2% | +5.9% | −6.5% | −1.0% | −18.2% | −45.2% | −4.6% | −40.7pp |
| 2017 | +3.9% | +7.5% | −4.0% | −0.8% | −2.9% | +3.7% | +8.0% | −3.9% | +6.1% | +2.2% | +8.8% | −3.1% | +27.2% | +21.7% | +5.5pp |
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. UNM 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% | 71% | 57% | 57% | 62% | 43% | 52% | 52% | 48% | 62% | 57% | 62% |
| Median | +2.4% | +5.0% | +1.5% | +1.8% | +2.3% | −1.6% | +0.8% | +0.7% | +0.0% | +1.6% | +3.5% | +2.1% |
| Best | +19.2% | +14.0% | +22.8% | +31.4% | +19.4% | +9.8% | +18.9% | +20.0% | +17.0% | +18.4% | +25.9% | +24.8% |
| Worst | −23.5% | −28.1% | −35.6% | −5.5% | −19.8% | −15.1% | −10.6% | −20.5% | −11.0% | −37.0% | −12.1% | −18.2% |
| vs SPY ⓘ | +1.5pp | +2.9pp | +1.7pp | +0.2pp | −0.2pp | −0.4pp | −0.6pp | +0.3pp | −0.1pp | +0.1pp | +1.6pp | +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.
