$161.90
+0.24 (+0.15%)
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 | HRI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.4% | −2.0% | −28.8% | +27.5% | +5.3% | +7.8% | +4.7% | +7.8% | — | — | — | — | +10.2% | +12.9% | −2.7pp |
| 2025 | +7.7% | −29.4% | −6.4% | −18.5% | +13.9% | +6.2% | −11.3% | +12.6% | −10.8% | +21.8% | −5.5% | +11.0% | −20.1% | +17.7% | −37.8pp |
| 2024 | −0.9% | +8.1% | +6.1% | −15.0% | +1.9% | −8.1% | +16.9% | −5.6% | +8.9% | +31.2% | +10.9% | −18.1% | +29.4% | +24.9% | +4.5pp |
| 2023 | +18.1% | −7.2% | −20.7% | −12.2% | +2.0% | +34.9% | −2.2% | −2.3% | −8.6% | −10.2% | +15.8% | +21.0% | +15.5% | +26.2% | −10.7pp |
| 2022 | +2.5% | −0.4% | +5.0% | −23.5% | −7.8% | −23.1% | +37.6% | −8.8% | −7.7% | +13.2% | +9.0% | +3.1% | −14.4% | −18.2% | +3.7pp |
| 2021 | −3.7% | +37.2% | +15.5% | +4.2% | +8.9% | −2.6% | +10.7% | +6.0% | +24.4% | +11.7% | −6.4% | −8.2% | +136.4% | +28.7% | +107.6pp |
| 2020 | −18.0% | −8.6% | −44.2% | +38.0% | +1.0% | +7.8% | +9.1% | +22.1% | −3.3% | +12.0% | +29.1% | +15.9% | +35.7% | +18.3% | +17.4pp |
| 2019 | +42.6% | +18.8% | −11.4% | +23.6% | −29.3% | +34.7% | −1.5% | −8.6% | +12.7% | −4.8% | +5.6% | +4.7% | +88.3% | +31.2% | +57.1pp |
| 2018 | +5.0% | −0.8% | −0.4% | −18.9% | +3.8% | +3.1% | +0.9% | −7.5% | −2.6% | −37.4% | +11.3% | −27.1% | −58.5% | −4.6% | −53.9pp |
| 2017 | +23.7% | +4.1% | −5.4% | −7.0% | −16.8% | +3.9% | +15.4% | −7.0% | +16.4% | −1.4% | +22.1% | +5.8% | +55.9% | +21.7% | +34.2pp |
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 ⓘ | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 20 | 19 | 19 | 19 | 20 |
| Positive ⓘ | 50% | 50% | 55% | 55% | 65% | 50% | 60% | 45% | 37% | 47% | 68% | 75% |
| Median | +0.7% | +1.5% | +1.9% | +3.3% | +2.0% | +0.7% | +2.1% | −1.8% | −3.2% | −1.4% | +8.3% | +4.9% |
| Best | +42.6% | +37.2% | +24.4% | +73.0% | +13.9% | +34.9% | +37.6% | +25.9% | +24.4% | +31.2% | +32.1% | +45.3% |
| Worst | −36.2% | −37.5% | −44.2% | −23.5% | −29.3% | −27.4% | −15.7% | −27.5% | −20.5% | −37.4% | −51.5% | −27.1% |
| vs SPY ⓘ | −0.5pp | +0.5pp | +1.6pp | +0.4pp | −1.5pp | +0.5pp | +0.1pp | −1.6pp | −1.1pp | −1.0pp | +3.4pp | +4.9pp |
237 monthly observations · 2006–2026 · benchmark SPY