$355.04
+4.46 (+1.27%)
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 | HEI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.3% | −3.5% | −14.2% | −1.6% | +29.0% | +2.3% | +0.1% | −0.4% | — | — | — | — | +9.8% | +12.9% | −3.1pp |
| 2025 | +0.6% | +10.8% | +0.9% | −6.1% | +19.5% | +9.5% | −0.3% | −4.5% | +3.5% | −1.6% | −0.3% | +2.1% | +36.2% | +17.7% | +18.5pp |
| 2024 | +0.5% | +7.7% | −1.2% | +8.6% | +6.9% | +0.8% | +8.0% | +6.3% | +1.9% | −6.3% | +11.6% | −13.0% | +33.1% | +24.9% | +8.2pp |
| 2023 | +11.3% | −3.1% | +3.3% | −1.4% | −8.3% | +14.5% | −0.5% | −4.1% | −4.0% | −2.2% | +8.0% | +4.6% | +16.6% | +26.2% | −9.6pp |
| 2022 | −5.4% | +8.2% | +4.1% | −8.0% | +1.3% | −8.3% | +20.3% | −3.4% | −5.5% | +13.0% | −0.2% | −5.3% | +6.7% | −18.2% | +24.8pp |
| 2021 | −11.0% | +6.8% | +0.0% | +11.9% | −0.2% | −0.7% | −3.0% | −6.2% | +4.0% | +5.7% | −0.6% | +4.1% | +9.1% | +28.7% | −19.7pp |
| 2020 | +7.3% | −11.9% | −30.8% | +17.4% | +15.0% | −1.0% | −3.5% | +14.4% | −4.8% | +0.4% | +17.6% | +7.1% | +16.2% | +18.3% | −2.2pp |
| 2019 | +9.2% | +10.9% | +1.2% | +11.2% | +15.2% | +10.1% | +2.2% | +5.8% | −13.7% | −1.2% | +5.3% | −12.1% | +47.5% | +31.2% | +16.3pp |
| 2018 | +6.5% | +6.6% | +1.4% | +1.2% | +4.6% | −0.8% | +4.8% | +18.7% | +2.1% | −9.5% | +0.8% | −8.3% | +28.5% | −4.6% | +33.1pp |
| 2017 | −0.3% | +6.8% | +6.1% | +1.9% | +4.4% | −3.1% | +11.9% | +6.7% | +4.7% | +1.0% | −0.4% | +4.4% | +53.0% | +21.7% | +31.3pp |
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 ⓘ | 57% | 62% | 62% | 57% | 71% | 38% | 57% | 59% | 57% | 52% | 62% | 67% |
| Median | +0.5% | +5.8% | +1.2% | +1.4% | +4.6% | −0.4% | +2.0% | +3.3% | +1.9% | +0.4% | +2.5% | +4.4% |
| Best | +11.3% | +16.9% | +13.0% | +18.1% | +29.0% | +14.5% | +20.3% | +18.7% | +17.0% | +17.2% | +17.6% | +23.2% |
| Worst | −18.2% | −38.3% | −30.8% | −8.6% | −8.3% | −35.9% | −9.6% | −7.2% | −13.7% | −12.3% | −16.5% | −13.0% |
| vs SPY ⓘ | −0.3pp | +2.5pp | −0.6pp | +0.8pp | +3.0pp | −0.4pp | +0.0pp | +1.1pp | +1.0pp | −0.6pp | +0.2pp | +2.0pp |
253 monthly observations · 2005–2026 · benchmark SPY