$563.49
-5.26 (-0.92%)
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 | MSCI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.2% | −5.8% | −5.7% | +9.7% | +7.1% | −11.3% | +2.2% | −1.5% | — | — | — | — | −1.0% | +12.9% | −13.9pp |
| 2025 | −0.5% | −0.7% | −4.2% | −3.6% | +3.8% | +2.3% | −2.7% | +1.5% | −0.1% | +3.7% | −3.9% | +1.8% | −3.2% | +17.7% | −20.9pp |
| 2024 | +5.8% | −6.0% | −0.1% | −16.9% | +6.7% | −2.7% | +12.2% | +7.7% | +0.4% | −2.0% | +7.0% | −1.6% | +7.3% | +24.9% | −17.6pp |
| 2023 | +14.3% | −1.5% | +7.2% | −13.8% | −2.2% | −0.3% | +16.8% | −0.6% | −5.6% | −8.1% | +10.8% | +8.6% | +22.9% | +26.2% | −3.3pp |
| 2022 | −12.5% | −6.2% | +0.2% | −16.2% | +5.3% | −6.8% | +16.8% | −6.4% | −6.1% | +11.2% | +8.6% | −8.4% | −23.3% | −18.2% | −5.2pp |
| 2021 | −11.5% | +5.0% | +1.1% | +15.9% | −3.5% | +13.9% | +11.8% | +6.7% | −4.1% | +9.3% | −5.2% | −2.7% | +38.1% | +28.7% | +9.4pp |
| 2020 | +10.7% | +3.6% | −2.2% | +13.2% | +0.8% | +1.5% | +12.6% | −0.5% | −4.4% | −1.9% | +17.3% | +9.1% | +74.4% | +18.3% | +56.1pp |
| 2019 | +15.5% | +8.8% | +7.6% | +13.3% | −2.1% | +8.5% | −4.8% | +3.6% | −7.2% | +7.7% | +10.8% | −0.4% | +77.2% | +31.2% | +46.0pp |
| 2018 | +10.0% | +1.9% | +5.6% | +0.2% | +8.8% | +1.8% | +0.5% | +8.8% | −1.6% | −15.2% | +4.9% | −6.1% | +17.9% | −4.6% | +22.5pp |
| 2017 | +5.0% | +14.6% | +2.7% | +3.2% | +1.7% | +1.2% | +5.8% | +5.6% | +2.0% | +0.4% | +10.0% | −1.7% | +62.6% | +21.7% | +40.9pp |
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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 16 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 60% | 60% | 67% | 53% | 73% | 53% | 73% | 63% | 33% | 53% | 80% | 33% |
| Median | +5.8% | +2.3% | +2.4% | +0.2% | +3.3% | +0.6% | +5.8% | +2.8% | −1.8% | +0.4% | +7.0% | −1.5% |
| Best | +15.5% | +14.6% | +9.3% | +15.9% | +8.8% | +13.9% | +16.8% | +8.8% | +7.3% | +12.7% | +17.3% | +9.1% |
| Worst | −12.5% | −6.2% | −5.7% | −16.9% | −7.6% | −11.3% | −4.8% | −10.9% | −12.3% | −24.7% | −5.2% | −8.4% |
| vs SPY ⓘ | +3.8pp | +1.0pp | +0.8pp | −0.8pp | +1.0pp | −0.3pp | +3.7pp | +3.1pp | −0.7pp | −1.1pp | +3.0pp | −1.6pp |
181 monthly observations · 2011–2026 · benchmark SPY