$11.50
-0.11 (-0.95%)
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 | HE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +24.6% | +1.1% | −4.2% | +1.5% | −11.7% | +1.7% | −4.5% | −11.0% | — | — | — | — | −6.5% | +12.9% | −19.4pp |
| 2025 | −6.1% | +19.8% | +0.0% | −4.1% | +1.7% | −0.5% | +0.8% | +20.9% | −14.8% | +5.3% | +1.2% | +4.6% | +26.4% | +17.7% | +8.7pp |
| 2024 | −8.6% | −6.1% | −7.5% | −12.6% | +11.6% | −17.9% | +83.6% | −35.2% | −9.8% | +6.1% | +1.2% | −6.4% | −31.4% | +24.9% | −56.3pp |
| 2023 | +1.0% | −3.5% | −5.1% | +2.1% | −7.5% | +0.8% | +6.0% | −62.6% | −12.2% | +5.4% | −6.1% | +16.4% | −64.6% | +26.2% | −90.8pp |
| 2022 | +2.4% | −2.7% | +3.2% | −2.8% | +5.9% | −5.3% | +3.4% | −6.8% | −11.4% | +9.8% | +9.0% | +1.9% | +4.3% | −18.2% | +22.5pp |
| 2021 | −6.6% | +6.8% | +27.1% | −3.1% | +0.7% | −1.8% | +2.5% | +1.4% | −6.4% | −0.7% | −5.5% | +9.2% | +21.3% | +28.7% | −7.5pp |
| 2020 | +4.4% | −11.8% | +0.5% | −8.3% | +0.8% | −8.6% | +0.6% | −3.7% | −4.0% | −0.6% | +9.4% | −1.2% | −21.9% | +18.3% | −40.2pp |
| 2019 | +1.6% | +3.8% | +6.5% | +1.7% | +0.9% | +4.8% | +2.9% | −0.2% | +2.7% | −1.0% | −2.6% | +7.3% | +31.9% | +31.2% | +0.7pp |
| 2018 | −5.6% | −2.5% | +4.3% | +0.9% | −0.1% | −0.1% | +2.5% | +1.2% | +0.9% | +4.8% | +3.6% | −4.4% | +5.0% | −4.6% | +9.5pp |
| 2017 | +1.2% | +0.4% | +0.1% | +0.6% | −0.2% | −2.3% | +1.9% | +2.3% | −0.1% | +9.3% | +6.1% | −5.7% | +13.4% | +21.7% | −8.3pp |
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 ⓘ | 52% | 43% | 67% | 62% | 57% | 38% | 67% | 36% | 48% | 57% | 62% | 67% |
| Median | +1.0% | −1.2% | +1.2% | +0.9% | +0.8% | −0.5% | +0.8% | −1.7% | −0.1% | +3.5% | +1.2% | +1.9% |
| Best | +24.6% | +19.8% | +27.1% | +13.1% | +13.1% | +10.5% | +83.6% | +20.9% | +9.7% | +9.8% | +13.1% | +18.8% |
| Worst | −8.6% | −34.7% | −7.5% | −12.6% | −11.7% | −17.9% | −6.7% | −62.6% | −14.8% | −8.2% | −6.1% | −18.8% |
| vs SPY ⓘ | −0.5pp | −0.1pp | −0.0pp | −1.5pp | −0.3pp | −0.8pp | −1.2pp | −2.0pp | −0.5pp | +1.2pp | −1.5pp | +1.2pp |
253 monthly observations · 2005–2026 · benchmark SPY