$13.08
+0.27 (+2.11%)
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 | HGTY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.2% | −6.9% | −10.3% | −3.5% | +0.6% | +16.6% | −3.3% | +13.4% | — | — | — | — | −2.7% | +12.9% | −15.6pp |
| 2025 | +0.4% | +4.4% | −10.7% | −2.5% | +10.3% | +4.0% | +0.5% | +12.7% | +5.2% | −6.8% | +19.1% | +0.6% | +39.3% | +17.7% | +21.6pp |
| 2024 | +3.2% | +6.7% | +6.5% | −2.2% | +7.5% | +8.1% | +6.3% | +8.0% | −14.8% | +5.9% | +9.4% | −18.1% | +23.7% | +24.9% | −1.2pp |
| 2023 | +14.3% | −6.6% | −2.7% | +14.5% | −13.0% | +7.5% | −5.7% | +3.5% | −10.6% | −5.5% | +9.5% | −7.7% | −7.3% | +26.2% | −33.4pp |
| 2022 | +0.6% | +5.3% | −28.2% | −11.9% | +17.0% | +3.2% | −0.1% | −2.2% | −19.9% | +1.1% | +0.3% | −7.8% | −40.7% | −18.2% | −22.5pp |
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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 80% | 60% | 20% | 20% | 80% | 100% | 40% | 80% | 25% | 50% | 100% | 25% |
| Median | +0.6% | +4.4% | −10.3% | −2.5% | +7.5% | +7.5% | −0.1% | +8.0% | −12.7% | −2.2% | +9.4% | −7.7% |
| Best | +14.3% | +6.7% | +6.5% | +14.5% | +17.0% | +16.6% | +6.3% | +13.4% | +5.2% | +5.9% | +19.1% | +0.6% |
| Worst | −6.2% | −6.9% | −28.2% | −11.9% | −13.0% | +3.2% | −5.7% | −2.2% | −19.9% | −6.8% | +0.3% | −18.1% |
| vs SPY ⓘ | +1.6pp | +1.5pp | −5.4pp | −1.7pp | +2.4pp | +4.6pp | −3.3pp | +5.6pp | −8.3pp | −5.2pp | +1.9pp | −7.1pp |
56 monthly observations · 2022–2026 · benchmark SPY