$326.50
-6.73 (-2.02%)
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 | BURL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.4% | +3.7% | +6.0% | −1.7% | +1.2% | −2.2% | +16.3% | −11.4% | — | — | — | — | +13.0% | +12.9% | +0.1pp |
| 2025 | −0.4% | −12.2% | −4.4% | −5.6% | +1.4% | +1.9% | +17.3% | +6.5% | −12.4% | +7.5% | −7.8% | +14.5% | +1.3% | +17.7% | −16.4pp |
| 2024 | −1.7% | +7.3% | +13.2% | −22.5% | +33.4% | −0.0% | +8.5% | +3.0% | −1.8% | −6.0% | +13.8% | +1.1% | +46.6% | +24.9% | +21.7pp |
| 2023 | +13.4% | −6.8% | −5.7% | −4.6% | −22.0% | +4.6% | +12.9% | −8.6% | −16.6% | −10.5% | +40.1% | +14.7% | −4.1% | +26.2% | −30.3pp |
| 2022 | −18.7% | −4.7% | −19.4% | +11.7% | −17.3% | −19.1% | +3.6% | −0.7% | −20.2% | +27.8% | +36.9% | +3.6% | −30.4% | −18.2% | −12.3pp |
| 2021 | −4.8% | +4.0% | +15.4% | +9.2% | −0.9% | −0.4% | +4.0% | −10.5% | −5.3% | −2.6% | +6.1% | −0.6% | +11.5% | +28.7% | −17.3pp |
| 2020 | −4.6% | −0.6% | −26.7% | +15.3% | +14.8% | −6.1% | −4.5% | +4.8% | +4.7% | −6.1% | +12.9% | +19.7% | +14.7% | +18.3% | −3.6pp |
| 2019 | +5.6% | −1.1% | −7.7% | +7.8% | −7.3% | +8.7% | +6.2% | +12.0% | −1.3% | −3.8% | +17.1% | +1.3% | +40.2% | +31.2% | +9.0pp |
| 2018 | −1.1% | +0.8% | +8.6% | +2.0% | +7.7% | +2.9% | +1.5% | +10.1% | −3.1% | +5.3% | −3.3% | −1.9% | +32.2% | −4.6% | +36.8pp |
| 2017 | −1.2% | +6.3% | +9.3% | +1.7% | −1.1% | −6.0% | −5.4% | +0.1% | +9.6% | −1.6% | +13.3% | +15.7% | +45.2% | +21.7% | +23.5pp |
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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 13 | 13 |
| Positive ⓘ | 38% | 62% | 62% | 54% | 62% | 46% | 85% | 62% | 25% | 33% | 85% | 69% |
| Median | −1.1% | +3.7% | +6.0% | +1.3% | +1.4% | −0.0% | +6.2% | +3.0% | −2.5% | −3.2% | +12.9% | +3.6% |
| Best | +25.2% | +11.4% | +15.4% | +15.3% | +33.4% | +12.1% | +17.3% | +12.0% | +11.7% | +27.8% | +40.1% | +19.7% |
| Worst | −20.1% | −12.2% | −26.7% | −22.5% | −22.0% | −19.1% | −5.4% | −11.4% | −20.2% | −10.5% | −7.8% | −10.8% |
| vs SPY ⓘ | −3.1pp | +2.1pp | +7.5pp | +0.7pp | −0.9pp | −1.9pp | +4.7pp | +2.6pp | −2.3pp | −4.5pp | +6.9pp | +6.9pp |
154 monthly observations · 2013–2026 · benchmark SPY