$40.12
-0.26 (-0.64%)
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 | CALX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.6% | +15.9% | −5.4% | −11.1% | −8.7% | −6.1% | −3.8% | +11.8% | — | — | — | — | −24.2% | +12.9% | −37.1pp |
| 2025 | +13.8% | −6.7% | −4.3% | +15.4% | +13.0% | +15.0% | +6.6% | +4.9% | +3.2% | +11.5% | −19.2% | −4.2% | +51.8% | +17.7% | +34.1pp |
| 2024 | −24.1% | +5.1% | −4.9% | −16.4% | +28.7% | −0.8% | +16.1% | −9.5% | +4.2% | −8.8% | −8.1% | +7.2% | −20.2% | +24.9% | −45.1pp |
| 2023 | −23.1% | −2.8% | +4.8% | −14.7% | +2.0% | +7.1% | −9.6% | +3.1% | −1.4% | −27.7% | +16.5% | +13.2% | −36.2% | +26.2% | −62.3pp |
| 2022 | −37.1% | +8.1% | −21.0% | −7.0% | −7.4% | −7.6% | +67.1% | +3.2% | +3.9% | +20.4% | −3.2% | −4.0% | −14.4% | −18.2% | +3.7pp |
| 2021 | +1.5% | +30.8% | −12.3% | +22.0% | +4.8% | +7.2% | −1.5% | −0.4% | +6.1% | +26.6% | +7.0% | +19.4% | +168.7% | +28.7% | +140.0pp |
| 2020 | +14.5% | −1.7% | −21.3% | +62.4% | +22.6% | +5.7% | +37.7% | −5.2% | −8.6% | +31.7% | +1.2% | +25.7% | +272.0% | +18.3% | +253.7pp |
| 2019 | +11.6% | −24.6% | −6.1% | −11.0% | −11.7% | +8.4% | −4.3% | −4.3% | +6.3% | +19.7% | +1.3% | +3.2% | −17.9% | +31.2% | −49.2pp |
| 2018 | +7.6% | +2.3% | +4.6% | −2.9% | +2.3% | +14.7% | −9.6% | +10.6% | +3.8% | −9.9% | +32.2% | +1.0% | +63.9% | −4.6% | +68.4pp |
| 2017 | −6.5% | −4.2% | +5.1% | −7.6% | −2.2% | +4.6% | +0.0% | −28.5% | +3.1% | +8.9% | +20.0% | −9.8% | −22.7% | +21.7% | −44.4pp |
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 ⓘ | 16 | 16 | 16 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 56% | 38% | 35% | 59% | 59% | 53% | 53% | 56% | 56% | 75% | 56% |
| Median | −3.0% | +1.3% | −4.6% | −6.7% | +1.9% | +2.2% | +4.1% | +3.1% | +3.1% | +6.4% | +2.4% | +1.5% |
| Best | +17.0% | +30.8% | +14.2% | +62.4% | +28.7% | +15.0% | +67.1% | +15.2% | +20.5% | +31.7% | +32.2% | +32.3% |
| Worst | −37.1% | −24.6% | −21.3% | −16.4% | −11.7% | −16.1% | −43.9% | −28.5% | −47.2% | −27.7% | −19.2% | −28.3% |
| vs SPY ⓘ | −0.2pp | +1.9pp | −3.6pp | −3.4pp | +1.5pp | +0.6pp | −2.1pp | +2.8pp | +1.6pp | +3.2pp | +2.5pp | +1.4pp |
197 monthly observations · 2010–2026 · benchmark SPY