$4.04
+0.01 (+0.25%)
USD · as of 2026-08-21 · marketstack
Returns are measured from 2023-01-04 — the price history has a 2239-day gap before it.
Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALTI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.1% | −5.5% | −18.3% | −2.2% | −6.8% | +9.4% | −0.3% | +12.2% | — | — | — | — | −12.9% | +12.9% | −25.8pp |
| 2025 | −11.8% | −11.1% | −12.1% | +12.8% | −3.2% | +25.0% | −1.4% | +5.9% | −17.8% | +10.7% | +2.5% | +14.9% | +5.2% | +17.7% | −12.5pp |
| 2024 | −29.1% | −5.6% | −3.4% | −18.7% | +3.7% | +9.2% | −6.0% | −18.0% | −7.0% | +9.1% | +16.4% | −7.2% | −49.7% | +24.9% | −74.5pp |
| 2023 | +9787.5% | +17.6% | +34.8% | −50.8% | −29.5% | +76.1% | +2.1% | −6.5% | −4.8% | −9.9% | +20.7% | +15.7% | +10850.0% | +26.2% | +10823.8pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 3 |
| Positive ⓘ | 50% | 25% | 25% | 25% | 25% | 100% | 25% | 60% | 25% | 50% | 75% | 67% |
| Median | −5.4% | −5.6% | −7.8% | −10.5% | −5.0% | +17.2% | −0.9% | +5.9% | −5.9% | −0.4% | +9.5% | +14.9% |
| Best | +9787.5% | +17.6% | +34.8% | +12.8% | +3.7% | +76.1% | +2.1% | +40.0% | +78.6% | +10.7% | +20.7% | +15.7% |
| Worst | −29.1% | −11.1% | −18.3% | −50.8% | −29.5% | +9.2% | −6.0% | −18.0% | −17.8% | −48.0% | −30.8% | −7.2% |
| vs SPY ⓘ | −7.4pp | −7.2pp | −6.6pp | −13.7pp | −10.8pp | +15.1pp | −2.5pp | +3.8pp | −4.6pp | +0.3pp | +6.4pp | +11.2pp |
48 monthly observations · 2016–2026 · benchmark SPY