$11.09
-0.64 (-5.46%)
USD · as of 2026-08-20 · 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 | OCUL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −24.7% | −2.2% | −5.3% | +10.6% | −3.8% | +9.0% | −16.8% | +35.7% | — | — | — | — | −8.6% | +12.4% | −21.1pp |
| 2025 | −9.8% | −7.3% | +2.7% | +13.2% | −3.5% | +15.9% | +24.8% | +5.4% | −4.3% | −0.3% | +4.2% | −0.1% | +42.2% | +17.7% | +24.4pp |
| 2024 | +9.0% | +107.0% | −9.5% | −47.9% | +20.3% | +20.0% | +23.7% | +4.3% | −1.4% | +21.0% | −6.1% | −13.7% | +91.5% | +24.9% | +66.6pp |
| 2023 | +39.1% | +54.5% | −12.7% | +17.6% | +3.2% | −19.4% | −12.0% | −16.7% | −16.9% | −9.2% | −13.0% | +79.8% | +58.7% | +26.2% | +32.5pp |
| 2022 | −18.8% | −1.4% | −11.3% | −27.9% | −12.3% | +28.4% | +11.4% | +13.4% | −18.3% | −13.0% | −17.7% | −5.4% | −59.7% | −18.2% | −41.5pp |
| 2021 | −12.3% | +1.0% | −10.5% | +12.0% | −20.8% | −2.6% | −22.4% | −4.1% | −5.3% | −33.6% | +3.0% | +1.9% | −66.3% | +28.7% | −95.1pp |
| 2020 | +10.4% | +7.9% | +5.2% | +16.4% | +22.2% | +18.3% | −5.9% | +11.0% | −12.5% | +24.8% | +84.2% | +18.3% | +424.1% | +18.3% | +405.7pp |
| 2019 | −5.0% | +17.7% | −10.8% | −5.5% | −22.7% | +51.7% | +5.7% | −7.7% | −29.1% | +6.6% | +23.1% | −1.0% | −0.8% | +31.2% | −32.0pp |
| 2018 | +22.9% | −4.4% | +24.5% | −3.4% | +7.6% | −0.3% | −17.8% | +21.6% | +1.9% | −27.9% | +34.3% | −40.2% | −10.6% | −4.6% | −6.0pp |
| 2017 | −21.6% | +27.1% | +11.3% | +7.3% | +2.4% | −9.1% | −31.7% | −1.1% | −1.3% | −6.8% | −28.5% | +8.0% | −46.8% | +21.7% | −68.5pp |
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 ⓘ | 42% | 67% | 50% | 58% | 50% | 50% | 42% | 62% | 17% | 33% | 67% | 42% |
| Median | −7.4% | +12.6% | −1.3% | +9.0% | +0.1% | +4.3% | −8.8% | +5.4% | −7.2% | −8.0% | +7.0% | −0.5% |
| Best | +39.1% | +107.0% | +24.5% | +27.1% | +22.2% | +51.7% | +24.8% | +46.2% | +7.5% | +24.8% | +84.2% | +79.8% |
| Worst | −34.7% | −7.3% | −12.7% | −47.9% | −22.7% | −58.7% | −31.7% | −23.7% | −29.1% | −38.6% | −28.5% | −40.2% |
| vs SPY ⓘ | −11.9pp | +13.1pp | +4.0pp | +1.9pp | −1.5pp | +4.6pp | −13.5pp | +3.4pp | −7.8pp | −8.1pp | +6.0pp | +0.1pp |
145 monthly observations · 2014–2026 · benchmark SPY