$40.00
+0.08 (+0.20%)
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 | FSUN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.9% | −7.6% | −0.0% | −3.0% | +0.3% | +9.4% | −0.3% | +3.4% | — | — | — | — | +6.3% | +12.9% | −6.6pp |
| 2025 | +5.4% | −5.7% | −9.1% | −3.2% | +2.4% | −3.0% | +2.3% | +6.9% | +2.1% | −12.2% | −1.8% | +12.6% | −6.0% | +17.7% | −23.7pp |
| 2024 | +5.9% | −3.3% | +2.7% | −2.1% | −3.6% | +2.8% | +20.5% | +2.2% | −0.3% | −14.1% | +5.5% | +3.8% | +17.8% | +24.9% | −7.1pp |
| 2023 | −7.5% | −1.6% | −15.5% | −3.0% | −4.2% | −2.0% | +14.6% | +0.9% | −0.8% | +1.7% | +9.4% | +4.6% | −6.7% | +26.2% | −32.9pp |
| 2022 · part | — | — | — | — | — | — | — | — | +5.1% | +5.4% | +12.7% | −0.1% | +24.6% | −18.2% | +42.8pp |
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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 0% | 25% | 0% | 50% | 50% | 75% | 100% | 50% | 50% | 75% | 75% |
| Median | +5.1% | −4.5% | −4.6% | −3.0% | −1.7% | +0.4% | +8.4% | +2.8% | +0.9% | −5.3% | +7.4% | +4.2% |
| Best | +5.9% | −1.6% | +2.7% | −2.1% | +2.4% | +9.4% | +20.5% | +6.9% | +5.1% | +5.4% | +12.7% | +12.6% |
| Worst | −7.5% | −7.6% | −15.5% | −3.2% | −4.2% | −3.0% | −0.3% | +0.9% | −0.8% | −14.1% | −1.8% | −0.1% |
| vs SPY ⓘ | +3.1pp | −5.6pp | −2.0pp | −3.5pp | −4.9pp | −4.4pp | +5.6pp | +1.7pp | +1.2pp | −8.0pp | −0.1pp | +5.9pp |
48 monthly observations · 2022–2026 · benchmark SPY