$4.05
+0.02 (+0.50%)
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 | JRVR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.5% | +4.3% | −9.9% | −1.6% | −36.9% | +12.8% | +2.0% | −9.8% | — | — | — | — | −36.1% | +12.9% | −48.9pp |
| 2025 | −1.8% | +3.6% | −14.9% | +13.3% | +22.3% | +0.9% | −2.7% | −1.4% | −1.1% | −8.1% | +15.5% | +8.1% | +31.6% | +17.7% | +13.9pp |
| 2024 | +3.6% | +4.4% | −6.4% | −4.4% | −12.1% | −0.4% | +11.8% | −14.4% | −14.6% | −0.8% | −24.6% | +4.1% | −46.2% | +24.9% | −71.0pp |
| 2023 | +8.4% | +6.4% | −14.1% | −5.7% | −1.7% | −4.4% | +1.3% | −21.3% | +5.8% | −10.4% | −34.7% | +3.5% | −55.2% | +26.2% | −81.4pp |
| 2022 | −1.7% | −6.1% | −6.8% | −4.2% | +7.8% | −2.8% | −4.1% | +0.0% | −3.8% | +10.8% | −4.9% | −12.8% | −26.8% | −18.2% | −8.6pp |
| 2021 | −9.5% | +3.2% | +0.0% | +3.3% | −25.9% | +8.4% | −3.0% | +1.1% | +3.4% | −15.3% | −17.2% | +10.2% | −39.3% | +28.7% | −68.0pp |
| 2020 | +4.2% | −5.9% | −9.5% | −2.1% | +9.0% | +17.3% | +2.9% | +5.2% | −8.0% | +4.9% | −2.5% | +8.5% | +22.8% | +18.3% | +4.5pp |
| 2019 | +5.6% | +6.5% | −1.7% | +5.3% | +5.6% | +5.8% | +2.0% | +3.0% | +4.6% | −30.1% | +10.5% | +4.9% | +15.9% | +31.2% | −15.3pp |
| 2018 | −5.0% | −13.9% | +9.4% | +2.4% | +4.4% | +4.4% | +5.3% | −1.1% | +4.8% | −9.7% | −1.1% | −3.2% | −5.8% | −4.6% | −1.2pp |
| 2017 | −4.6% | +8.5% | +0.3% | +1.6% | −9.0% | +1.0% | +1.1% | −0.7% | +4.8% | +2.0% | −4.3% | +0.8% | +0.5% | +21.7% | −21.2pp |
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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 50% | 67% | 42% | 50% | 50% | 67% | 67% | 42% | 45% | 45% | 36% | 82% |
| Median | −0.3% | +3.4% | −4.1% | −0.6% | +1.9% | +2.7% | +1.6% | −0.3% | −0.4% | −0.8% | −2.5% | +4.9% |
| Best | +8.4% | +8.5% | +11.1% | +13.3% | +22.3% | +17.3% | +11.8% | +8.6% | +5.8% | +10.8% | +15.5% | +11.2% |
| Worst | −9.5% | −13.9% | −14.9% | −5.7% | −36.9% | −4.4% | −4.1% | −21.3% | −14.6% | −30.1% | −34.7% | −12.8% |
| vs SPY ⓘ | −0.2pp | +1.2pp | −4.0pp | −0.4pp | +0.1pp | +2.1pp | −1.5pp | −1.8pp | +2.7pp | −0.3pp | −7.4pp | +5.6pp |
140 monthly observations · 2015–2026 · benchmark SPY