$53.43
+0.17 (+0.32%)
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 | BLX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.7% | +4.7% | +2.1% | +4.6% | +5.9% | +10.1% | −4.8% | −7.6% | — | — | — | — | +24.5% | +12.9% | +11.6pp |
| 2025 | +6.2% | +12.1% | −12.2% | +4.6% | +8.8% | −1.8% | −0.8% | +17.0% | −0.3% | −6.4% | +5.9% | −0.7% | +33.1% | +17.7% | +15.4pp |
| 2024 | −2.8% | +16.3% | +7.8% | −2.4% | +5.6% | −1.1% | +9.0% | −1.4% | +3.6% | −1.6% | +8.1% | +4.4% | +53.7% | +24.9% | +28.8pp |
| 2023 | +6.4% | +6.2% | −3.7% | +3.6% | +9.8% | +13.2% | +6.9% | +1.2% | −10.2% | +7.8% | +7.9% | +1.5% | +60.6% | +26.2% | +34.4pp |
| 2022 | −0.7% | −6.2% | +2.5% | −7.0% | +4.5% | −10.8% | +4.4% | +7.2% | −10.5% | +20.1% | +6.8% | −1.8% | +4.3% | −18.2% | +22.5pp |
| 2021 | −3.7% | +1.7% | −0.9% | −2.4% | +5.2% | +0.7% | +7.2% | +5.1% | +2.8% | +3.4% | −9.2% | +2.2% | +11.5% | +28.7% | −17.2pp |
| 2020 | −5.7% | −9.5% | −42.3% | +13.4% | +3.3% | −2.5% | +1.5% | +6.6% | −0.2% | +5.3% | +17.7% | +7.2% | −19.5% | +18.3% | −37.8pp |
| 2019 | +8.6% | +11.4% | −2.9% | +10.5% | −7.8% | +4.4% | +2.8% | −13.7% | +10.0% | +5.4% | +4.6% | −0.9% | +33.1% | +31.2% | +1.8pp |
| 2018 | +10.3% | −4.9% | +2.3% | −4.9% | −0.3% | −7.6% | −1.9% | −13.0% | +1.2% | −18.0% | +4.3% | −1.1% | −31.3% | −4.6% | −26.8pp |
| 2017 | −6.3% | +3.4% | −1.4% | +4.8% | −4.6% | +1.4% | −2.5% | +2.5% | +9.2% | −3.5% | +4.7% | −8.4% | −2.1% | +21.7% | −23.8pp |
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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 38% | 57% | 71% | 52% | 57% | 43% | 67% | 59% | 43% | 71% | 71% | 48% |
| Median | −2.8% | +1.7% | +2.3% | +0.6% | +3.0% | −1.1% | +2.8% | +1.1% | −0.2% | +5.3% | +4.3% | −0.2% |
| Best | +16.9% | +16.3% | +16.3% | +32.9% | +9.8% | +13.2% | +15.0% | +17.0% | +13.9% | +20.1% | +19.2% | +13.7% |
| Worst | −25.2% | −13.5% | −42.3% | −7.1% | −8.8% | −10.8% | −13.3% | −13.7% | −20.3% | −24.6% | −9.2% | −8.7% |
| vs SPY ⓘ | −1.7pp | −0.5pp | −0.7pp | +0.7pp | −0.5pp | −1.6pp | −0.6pp | −0.2pp | −1.3pp | +2.5pp | +1.1pp | −0.7pp |
253 monthly observations · 2005–2026 · benchmark SPY