$71.49
-0.28 (-0.39%)
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 | OTIS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.2% | +8.9% | −16.7% | +1.0% | −8.5% | +1.1% | +0.5% | −0.6% | — | — | — | — | −17.3% | +12.9% | −30.2pp |
| 2025 | +3.0% | +5.0% | +3.4% | −6.7% | −0.5% | +3.8% | −13.5% | +1.3% | +5.8% | +1.5% | −3.8% | −1.7% | −4.0% | +17.7% | −21.7pp |
| 2024 | −1.2% | +8.2% | +4.2% | −8.1% | +9.2% | −3.0% | −1.8% | +0.6% | +9.8% | −5.5% | +5.3% | −10.1% | +5.2% | +24.9% | −19.7pp |
| 2023 | +5.0% | +3.3% | −0.3% | +1.1% | −6.4% | +11.9% | +2.2% | −5.6% | −6.1% | −3.9% | +11.6% | +4.3% | +16.0% | +26.2% | −10.1pp |
| 2022 | −1.9% | −8.0% | −1.8% | −5.3% | +2.6% | −5.0% | +10.6% | −7.3% | −11.7% | +10.7% | +11.0% | +0.3% | −8.8% | −18.2% | +9.4pp |
| 2021 | −4.3% | −1.2% | +7.4% | +13.8% | +0.9% | +4.4% | +9.5% | +3.3% | −10.8% | −2.4% | +0.4% | +8.3% | +30.4% | +28.7% | +1.7pp |
| 2020 · part | — | — | — | — | — | — | +11.5% | −0.5% | −0.8% | −1.8% | +9.6% | +0.9% | +19.5% | +18.3% | +1.2pp |
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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 67% | 50% | 50% | 50% | 67% | 71% | 43% | 33% | 33% | 83% | 67% |
| Median | −1.5% | +4.1% | +1.6% | −2.2% | +0.2% | +2.5% | +2.2% | −0.5% | −3.4% | −2.1% | +7.4% | +0.6% |
| Best | +5.0% | +8.9% | +7.4% | +13.8% | +9.2% | +11.9% | +11.5% | +3.3% | +9.8% | +10.7% | +11.6% | +8.3% |
| Worst | −4.3% | −8.0% | −16.7% | −8.1% | −8.5% | −5.0% | −13.5% | −7.3% | −11.7% | −5.5% | −3.8% | −10.1% |
| vs SPY ⓘ | −2.0pp | +4.4pp | −1.5pp | −2.3pp | −3.3pp | +2.1pp | +0.5pp | −3.1pp | +0.5pp | −1.3pp | +0.3pp | −1.0pp |
74 monthly observations · 2020–2026 · benchmark SPY