$87.85
+1.17 (+1.35%)
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 | IRMD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.6% | +6.0% | −7.0% | −13.3% | +8.9% | +5.4% | −4.9% | −3.3% | — | — | — | — | −9.3% | +12.9% | −22.2pp |
| 2025 | +7.7% | −8.7% | −2.7% | −0.1% | +10.8% | +3.3% | −2.4% | +24.5% | −1.8% | +7.9% | +21.6% | +4.9% | +79.7% | +17.7% | +62.0pp |
| 2024 | −12.8% | +1.4% | +4.8% | −7.7% | +4.9% | +3.5% | +6.3% | +0.9% | +7.1% | −2.0% | +9.8% | +2.0% | +17.0% | +24.9% | −7.9pp |
| 2023 | +32.2% | +4.7% | +3.7% | +5.8% | +13.0% | +1.5% | −8.0% | +5.2% | −4.0% | −8.2% | +7.9% | +9.6% | +75.5% | +26.2% | +49.4pp |
| 2022 | −13.8% | +27.4% | −9.8% | −26.6% | −0.7% | +3.8% | +24.5% | −20.6% | −10.4% | −3.4% | +1.8% | −4.3% | −37.5% | −18.2% | −19.4pp |
| 2021 | +8.5% | −9.9% | +15.6% | +7.5% | +0.4% | +5.8% | +14.5% | +0.3% | −0.5% | +11.1% | +20.6% | +2.7% | +102.7% | +28.7% | +73.9pp |
| 2020 | +9.1% | −6.9% | −10.1% | +1.9% | +6.8% | −0.2% | −4.0% | −4.8% | +0.8% | +5.9% | +8.2% | −7.0% | −2.5% | +18.3% | −20.8pp |
| 2019 | +12.1% | −8.8% | +12.4% | −11.0% | −16.6% | −2.0% | +16.8% | −19.7% | +9.6% | +20.1% | −13.0% | +6.4% | −4.4% | +31.2% | −35.6pp |
| 2018 | −2.0% | −12.5% | +10.8% | +21.2% | +6.3% | +11.9% | +10.8% | +19.6% | +35.1% | −32.8% | +15.3% | −15.0% | +61.5% | −4.6% | +66.0pp |
| 2017 | −17.6% | −8.7% | +6.6% | −3.4% | −5.2% | +5.5% | +14.5% | +2.5% | −5.0% | +48.4% | −2.1% | +8.6% | +36.5% | +21.7% | +14.8pp |
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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 13 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 58% | 33% | 67% | 42% | 75% | 83% | 58% | 54% | 42% | 58% | 83% | 67% |
| Median | +4.1% | −7.6% | +4.9% | −1.8% | +6.6% | +4.6% | +6.4% | +0.3% | −1.1% | +4.8% | +12.5% | +2.3% |
| Best | +32.2% | +27.4% | +15.6% | +21.2% | +19.1% | +20.6% | +24.5% | +24.5% | +35.1% | +48.4% | +21.6% | +46.3% |
| Worst | −30.6% | −12.5% | −10.1% | −26.6% | −16.6% | −2.0% | −11.0% | −20.6% | −35.1% | −44.4% | −13.0% | −15.0% |
| vs SPY ⓘ | +1.6pp | −7.0pp | +2.7pp | −4.0pp | +2.9pp | +4.2pp | +4.7pp | −1.5pp | +2.4pp | +0.8pp | +8.5pp | +2.5pp |
145 monthly observations · 2014–2026 · benchmark SPY