| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UTMD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.1% | +9.1% | −6.5% | +5.5% | +1.6% | +4.3% | +2.8% | — | — | — | — | — | +28.0% | +7.5% | +20.4pp |
| 2025 | −0.4% | −2.6% | −5.5% | −7.7% | +6.4% | +3.9% | −2.3% | +11.9% | +1.7% | −7.7% | −3.0% | −0.2% | −7.0% | +17.7% | −24.7pp |
| 2024 | −5.9% | −11.4% | +1.8% | −6.9% | +3.2% | −1.7% | +4.2% | −2.3% | −1.2% | −5.3% | +3.0% | −5.3% | −25.7% | +24.9% | −50.6pp |
| 2023 | −8.4% | −0.4% | +3.6% | +0.1% | −1.4% | −0.0% | +5.5% | −6.8% | −5.8% | −7.5% | +6.0% | +0.3% | −15.1% | +26.2% | −41.3pp |
| 2022 | −5.9% | −4.3% | +0.2% | −5.9% | +1.8% | +0.1% | +6.3% | +0.6% | −6.9% | +5.0% | −0.5% | +13.2% | +1.9% | −18.2% | +20.0pp |
| 2021 | +2.8% | −2.6% | +2.9% | +0.8% | −1.8% | −0.4% | +5.1% | −0.9% | +5.1% | +4.3% | +15.2% | −8.7% | +22.0% | +28.7% | −6.8pp |
| 2020 | −14.7% | −5.1% | +8.0% | −11.7% | +19.9% | −10.7% | −8.0% | +0.8% | −2.4% | +3.9% | +4.0% | −2.0% | −20.9% | +18.3% | −39.2pp |
| 2019 | +13.1% | −9.6% | +4.3% | −4.4% | −5.5% | +20.4% | −4.9% | +8.1% | −2.2% | +6.9% | +4.2% | +1.3% | +31.5% | +31.2% | +0.2pp |
| 2018 | +10.7% | −1.6% | +11.8% | +2.7% | +3.1% | +5.5% | −11.9% | −6.3% | +4.0% | −7.5% | +8.8% | −12.2% | +3.2% | −4.6% | +7.8pp |
| 2017 | −14.5% | −0.5% | +1.1% | +0.5% | +7.3% | +8.1% | −4.6% | +4.4% | +2.3% | +2.5% | +8.3% | +0.0% | +13.6% | +21.7% | −8.1pp |
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. UTMD 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 ⓘ | 48% | 48% | 71% | 33% | 62% | 52% | 52% | 52% | 52% | 52% | 62% | 57% |
| Median | −0.4% | −0.4% | +2.9% | −4.3% | +1.8% | +0.1% | +1.0% | +0.2% | +0.1% | +0.1% | +2.2% | +0.3% |
| Best | +13.1% | +9.1% | +18.3% | +7.0% | +19.9% | +20.4% | +6.7% | +11.9% | +18.3% | +16.9% | +15.2% | +13.2% |
| Worst | −14.7% | −11.4% | −6.5% | −12.2% | −5.5% | −10.7% | −11.9% | −9.5% | −6.9% | −7.7% | −14.0% | −12.2% |
| vs SPY ⓘ | −0.7pp | −0.4pp | −0.2pp | −5.0pp | +0.6pp | +0.3pp | −1.6pp | −2.7pp | +1.3pp | +0.2pp | −3.0pp | −1.3pp |
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.
