| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | URA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.7% | −1.2% | −10.9% | +16.5% | −10.0% | −13.9% | −9.1% | — | — | — | — | — | −7.0% | +7.5% | −14.6pp |
| 2025 | +5.7% | −12.4% | −7.6% | +9.1% | +28.0% | +21.2% | +1.4% | +3.3% | +17.2% | +15.6% | −17.9% | −1.1% | +67.2% | +17.7% | +49.5pp |
| 2024 | +9.5% | −9.4% | +5.0% | −0.2% | +12.1% | −10.1% | −2.1% | −8.6% | +10.5% | +7.4% | +5.3% | −15.0% | −0.6% | +24.9% | −25.5pp |
| 2023 | +14.7% | −9.1% | −4.8% | +0.4% | −0.6% | +9.1% | +4.6% | +5.8% | +12.6% | −0.7% | +7.9% | +1.4% | +46.2% | +26.2% | +20.1pp |
| 2022 | −9.5% | +16.7% | +8.5% | −11.4% | −5.4% | −15.0% | +16.3% | +8.2% | −15.1% | +1.9% | +6.4% | −6.3% | −11.3% | −18.2% | +6.9pp |
| 2021 | −5.3% | +20.5% | +7.6% | +4.1% | +11.6% | −3.0% | −5.6% | +4.7% | +13.6% | +12.9% | −6.8% | −3.6% | +57.6% | +28.7% | +28.8pp |
| 2020 · part | — | — | — | — | — | — | +6.1% | +8.6% | −11.0% | −2.9% | +9.4% | +30.5% | +42.2% | +18.3% | +23.9pp |
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. URA 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% | 33% | 50% | 67% | 50% | 33% | 57% | 83% | 67% | 67% | 67% | 33% |
| Median | +7.6% | −5.2% | +0.1% | +2.2% | +5.5% | −6.6% | +1.4% | +5.2% | +11.5% | +4.7% | +5.8% | −2.4% |
| Best | +28.7% | +20.5% | +8.5% | +16.5% | +28.0% | +21.2% | +16.3% | +8.6% | +17.2% | +15.6% | +9.4% | +30.5% |
| Worst | −9.5% | −12.4% | −10.9% | −11.4% | −10.0% | −15.0% | −9.1% | −8.6% | −15.1% | −2.9% | −17.9% | −15.0% |
| vs SPY ⓘ | +5.5pp | −3.5pp | −0.1pp | +1.3pp | +3.0pp | −6.0pp | −0.9pp | +1.7pp | +11.0pp | +3.7pp | −1.3pp | −2.2pp |
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.
