$56.67
-0.31 (-0.54%)
USD · as of 2026-08-21 · marketstack
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 | BATRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | +10.0% | −2.6% | +12.2% | +1.3% | +5.1% | −3.4% | +4.2% | — | — | — | — | +33.4% | +12.9% | +20.5pp |
| 2025 | +4.6% | +3.4% | −0.6% | −1.0% | +0.0% | +13.3% | −4.3% | +0.9% | −4.3% | −5.1% | +1.0% | −2.5% | +4.1% | +17.7% | −13.6pp |
| 2024 | +0.7% | −2.6% | −0.1% | −3.7% | +4.2% | −1.7% | +11.1% | −0.7% | −7.6% | −0.2% | +0.1% | −3.1% | −4.6% | +24.9% | −29.5pp |
| 2023 | +7.5% | −2.5% | +1.0% | +13.3% | −4.6% | +9.5% | +15.7% | −11.6% | −6.6% | −3.0% | +6.4% | +6.0% | +30.9% | +26.2% | +4.8pp |
| 2022 | −2.4% | −7.8% | +12.3% | −8.7% | −3.4% | −0.9% | +14.8% | −2.6% | +0.2% | +13.3% | +3.9% | −1.4% | +14.7% | −18.2% | +32.9pp |
| 2021 | +10.0% | +7.4% | −3.0% | −1.8% | −0.3% | +1.1% | −6.0% | −2.0% | +3.5% | +13.6% | −8.8% | +3.2% | +15.6% | +28.7% | −13.1pp |
| 2020 | −1.3% | −11.0% | −25.1% | +5.8% | +9.4% | −11.1% | −5.8% | +3.6% | +6.6% | −0.9% | +21.6% | −1.2% | −16.1% | +18.3% | −34.5pp |
| 2019 | +8.8% | +2.3% | +0.6% | +1.5% | −6.4% | +4.7% | +4.0% | −4.9% | +1.3% | +6.1% | −3.8% | +4.4% | +18.9% | +31.2% | −12.3pp |
| 2018 | +7.0% | −2.9% | −0.8% | −3.3% | +13.6% | +3.0% | −0.0% | +3.8% | +2.2% | −5.4% | −3.1% | −0.3% | +13.1% | −4.6% | +17.7pp |
| 2017 | −2.6% | +10.4% | +8.7% | +3.7% | −4.5% | +0.7% | +5.7% | −3.3% | +3.9% | −7.4% | −3.7% | −2.5% | +7.6% | +21.7% | −14.1pp |
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 ⓘ | 10 | 10 | 10 | 10 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 50% | 40% | 50% | 36% | 64% | 55% | 45% | 70% | 30% | 60% | 40% |
| Median | +4.1% | −0.1% | −0.4% | +0.3% | −0.3% | +1.1% | +4.0% | −0.7% | +1.8% | −1.9% | +0.5% | −0.7% |
| Best | +10.0% | +10.4% | +12.3% | +13.3% | +13.6% | +13.3% | +15.7% | +4.2% | +6.6% | +13.6% | +21.6% | +6.0% |
| Worst | −2.6% | −11.0% | −25.1% | −8.7% | −6.4% | −11.1% | −6.0% | −11.6% | −7.6% | −7.4% | −8.8% | −3.1% |
| vs SPY ⓘ | +1.3pp | +0.4pp | +0.4pp | −0.0pp | −2.2pp | +0.1pp | +2.4pp | −3.0pp | +1.8pp | +1.1pp | −3.8pp | −0.5pp |
124 monthly observations · 2016–2026 · benchmark SPY