$9.87
+0.15 (+1.54%)
USD · as of 2026-08-19 · 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 | HLN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | +5.7% | −9.6% | −6.5% | −1.9% | +3.0% | +5.8% | +0.0% | — | — | — | — | −1.1% | +13.4% | −14.5pp |
| 2025 | −0.7% | +7.5% | +1.1% | −0.2% | +11.8% | −8.6% | −9.1% | +4.6% | −8.5% | +3.3% | +5.5% | +3.4% | +7.8% | +17.7% | −9.9pp |
| 2024 | −0.4% | +4.4% | +0.4% | +0.5% | −1.1% | −2.1% | +10.8% | +11.8% | +3.9% | −8.4% | −0.3% | −1.2% | +18.0% | +24.9% | −6.9pp |
| 2023 | +1.2% | −2.7% | +4.1% | +9.0% | −9.4% | +4.2% | +5.1% | −6.2% | +1.3% | −2.9% | +5.8% | −3.9% | +4.2% | +26.2% | −22.0pp |
| 2022 · part | — | — | — | — | — | — | — | −14.9% | +1.8% | +0.5% | +12.6% | +16.1% | +13.8% | −18.2% | +32.0pp |
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 | 5 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 75% | 75% | 50% | 25% | 50% | 75% | 40% | 75% | 50% | 75% | 50% |
| Median | +0.4% | +5.1% | +0.8% | +0.1% | −1.5% | +0.4% | +5.5% | +0.0% | +1.6% | −1.2% | +5.7% | +1.1% |
| Best | +3.6% | +7.5% | +4.1% | +9.0% | +11.8% | +4.2% | +10.8% | +11.8% | +3.9% | +3.3% | +12.6% | +16.1% |
| Worst | −0.7% | −2.7% | −9.6% | −6.5% | −9.4% | −8.6% | −9.1% | −14.9% | −8.5% | −8.4% | −0.3% | −3.9% |
| vs SPY ⓘ | −2.7pp | +3.2pp | −1.2pp | +2.6pp | −6.7pp | −4.0pp | +3.8pp | −2.9pp | +4.0pp | −4.1pp | +1.0pp | +2.2pp |
49 monthly observations · 2022–2026 · benchmark SPY