$255.46
-6.97 (-2.66%)
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 | BELFB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.6% | +14.2% | −13.8% | +39.4% | −0.5% | +21.3% | −18.3% | −6.1% | — | — | — | — | +50.7% | +12.9% | +37.8pp |
| 2025 | −1.6% | +3.5% | −10.8% | −12.1% | +12.2% | +32.4% | +33.2% | +3.5% | +4.8% | +9.2% | +0.0% | +10.1% | +106.3% | +17.7% | +88.6pp |
| 2024 | +0.2% | −22.3% | +16.0% | −2.5% | +16.1% | −4.3% | +14.0% | −8.7% | +15.7% | −3.9% | +6.3% | +2.9% | +24.0% | +24.9% | −0.9pp |
| 2023 | +20.0% | −9.9% | +5.8% | +8.3% | +21.1% | +16.7% | −6.4% | −2.5% | −8.8% | +13.7% | −0.1% | +23.4% | +104.2% | +26.2% | +78.0pp |
| 2022 | −3.5% | +26.8% | +13.3% | −8.2% | −1.2% | −3.4% | +59.6% | +14.9% | −11.2% | +28.7% | +6.3% | −4.4% | +158.7% | −18.2% | +176.9pp |
| 2021 | −2.6% | +21.7% | +12.1% | +0.6% | −17.3% | −12.6% | −4.8% | +3.5% | −12.0% | +12.6% | −13.5% | +7.4% | −12.3% | +28.7% | −41.1pp |
| 2020 | −15.2% | −33.9% | −14.9% | −22.8% | +25.6% | +14.5% | +14.5% | −1.5% | −11.1% | +10.4% | +25.2% | +2.5% | −24.8% | +18.3% | −43.2pp |
| 2019 | +25.8% | +5.9% | +3.4% | −6.0% | −27.1% | −0.6% | −3.5% | −33.3% | +36.6% | −1.6% | +12.6% | +23.7% | +13.1% | +31.2% | −18.1pp |
| 2018 | −18.1% | −15.8% | +9.2% | +2.8% | −0.3% | +8.3% | +8.0% | +27.3% | −7.5% | −16.7% | +2.3% | −18.2% | −25.9% | −4.6% | −21.3pp |
| 2017 | +3.1% | −17.9% | −2.1% | −5.0% | −0.8% | +2.9% | +2.5% | +1.0% | +22.4% | +3.9% | −17.0% | −6.2% | −17.7% | +21.7% | −39.4pp |
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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 33% | 38% | 62% | 43% | 48% | 48% | 62% | 45% | 57% | 52% | 57% | 62% |
| Median | −4.4% | −2.1% | +2.2% | −2.5% | −0.3% | −0.6% | +7.9% | −0.9% | +4.8% | +3.9% | +2.2% | +2.9% |
| Best | +25.8% | +26.8% | +43.4% | +39.4% | +26.1% | +32.4% | +59.6% | +27.3% | +36.6% | +28.7% | +25.2% | +23.7% |
| Worst | −27.8% | −38.5% | −14.9% | −22.8% | −27.1% | −14.8% | −18.3% | −33.3% | −13.2% | −23.5% | −17.0% | −18.2% |
| vs SPY ⓘ | −4.3pp | −5.4pp | +1.6pp | −1.0pp | −1.5pp | +2.7pp | +4.3pp | −1.0pp | +3.4pp | +1.6pp | +0.3pp | +1.5pp |
253 monthly observations · 2005–2026 · benchmark SPY