$8.88
+0.01 (+0.11%)
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 | GWRS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +5.9% | −16.9% | −6.0% | +2.9% | −0.3% | −1.1% | +24.4% | — | — | — | — | +7.4% | +12.9% | −5.4pp |
| 2025 | +0.2% | +0.0% | −10.0% | +1.4% | −2.4% | +0.6% | −6.1% | +1.4% | +6.9% | −3.5% | −13.4% | −1.1% | −24.4% | +17.7% | −42.1pp |
| 2024 | −8.2% | +8.1% | −0.6% | −4.5% | +5.8% | −6.2% | +7.1% | −1.6% | −0.6% | −0.6% | +7.5% | −14.0% | −10.0% | +24.9% | −34.8pp |
| 2023 | +7.3% | −7.1% | −5.6% | −11.4% | +6.7% | +8.8% | +0.3% | −12.0% | −12.4% | +8.3% | +16.1% | +7.4% | +1.2% | +26.2% | −25.0pp |
| 2022 | −10.0% | −0.6% | +9.3% | −13.8% | +0.3% | −7.7% | +0.3% | +3.1% | −13.7% | +9.0% | +0.4% | +4.1% | −20.7% | −18.2% | −2.5pp |
| 2021 | +11.7% | +8.0% | −5.8% | +4.7% | +0.3% | +0.1% | +3.3% | +13.6% | −6.3% | +1.2% | −8.9% | −0.6% | +20.6% | +28.7% | −8.1pp |
| 2020 | −3.8% | −5.2% | −14.5% | +5.7% | +0.2% | −1.7% | −1.2% | +6.6% | −2.2% | −1.5% | +21.8% | +12.1% | +12.3% | +18.3% | −6.0pp |
| 2019 | −4.8% | −1.0% | +3.4% | −0.4% | −2.1% | +9.9% | +21.5% | −5.7% | −0.4% | +3.7% | +10.2% | −2.2% | +33.2% | +31.2% | +2.0pp |
| 2018 | −4.5% | −3.7% | +5.2% | +3.1% | −0.6% | +3.1% | +1.2% | +4.0% | +7.8% | +5.4% | −8.5% | −0.1% | +11.9% | −4.6% | +16.5pp |
| 2017 | −10.3% | +5.8% | +1.6% | +5.3% | +4.0% | +4.7% | −4.4% | +1.7% | −1.4% | +0.1% | +3.1% | −3.3% | +5.8% | +21.7% | −15.9pp |
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 ⓘ | 10 | 10 | 10 | 10 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 50% | 40% | 50% | 73% | 64% | 55% | 64% | 30% | 60% | 70% | 40% |
| Median | −4.1% | −0.3% | −3.1% | +0.5% | +0.3% | +0.6% | +0.3% | +1.7% | −1.0% | +0.7% | +5.3% | −0.3% |
| Best | +11.7% | +8.1% | +9.3% | +5.7% | +15.2% | +20.0% | +21.5% | +24.4% | +7.8% | +9.0% | +21.8% | +12.1% |
| Worst | −10.3% | −7.1% | −16.9% | −13.8% | −2.4% | −7.7% | −6.1% | −12.0% | −13.7% | −3.5% | −13.4% | −14.0% |
| vs SPY ⓘ | −4.2pp | +2.1pp | −2.9pp | −2.5pp | +0.1pp | +0.7pp | −2.9pp | −0.4pp | −2.0pp | +0.6pp | +0.8pp | +0.8pp |
124 monthly observations · 2016–2026 · benchmark SPY