$8.14
+0.24 (+3.04%)
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 | PANL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +23.3% | +10.9% | −24.3% | +8.2% | −1.2% | −13.6% | +17.1% | +7.0% | — | — | — | — | +19.7% | +12.9% | +6.9pp |
| 2025 | −2.1% | −0.6% | −7.0% | −15.3% | +10.4% | +6.8% | +3.6% | +9.4% | −3.8% | −2.6% | +41.8% | −1.3% | +34.6% | +17.7% | +16.9pp |
| 2024 | +13.1% | −9.0% | −16.8% | +3.3% | +16.3% | −5.3% | −7.3% | −5.6% | +7.1% | −11.2% | −12.8% | −2.5% | −31.1% | +24.9% | −56.0pp |
| 2023 | +17.9% | +11.1% | −11.6% | +5.8% | −6.0% | +17.9% | +3.0% | −17.6% | +4.3% | −1.5% | +22.6% | +17.7% | +70.6% | +26.2% | +44.4pp |
| 2022 | +5.8% | +28.3% | +9.4% | −14.0% | +42.0% | −24.3% | +0.0% | +0.1% | −7.8% | +4.5% | +8.3% | +0.4% | +44.2% | −18.2% | +62.4pp |
| 2021 | +0.4% | +8.8% | +5.2% | +22.2% | +5.8% | +24.0% | −6.2% | +4.8% | +3.1% | −10.5% | −14.7% | −1.0% | +40.8% | +28.7% | +12.0pp |
| 2020 | −1.0% | −5.8% | −27.3% | +19.0% | −12.6% | +20.7% | −18.7% | +20.1% | +5.7% | +3.1% | −1.1% | +4.9% | −6.1% | +18.3% | −24.4pp |
| 2019 | +0.7% | +18.7% | −15.2% | +13.4% | +0.1% | −2.9% | +5.7% | −10.9% | +2.9% | +1.2% | −5.4% | −3.0% | +0.5% | +31.2% | −30.7pp |
| 2018 | −34.0% | +11.1% | −1.9% | +14.9% | +5.1% | −5.9% | +5.6% | +5.3% | +4.5% | −3.1% | −10.9% | +0.3% | −17.7% | −4.6% | −13.1pp |
| 2017 | −7.3% | −1.6% | +10.0% | −3.8% | −4.3% | −11.5% | −3.2% | −8.2% | −0.4% | −2.4% | +83.7% | −16.6% | +8.2% | +21.7% | −13.5pp |
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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 13 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 54% | 46% | 38% | 69% | 62% | 46% | 54% | 62% | 50% | 33% | 42% | 42% |
| Median | +0.4% | −0.2% | −3.7% | +5.8% | +1.5% | −2.9% | +0.8% | +0.8% | +1.2% | −2.3% | −2.0% | −1.2% |
| Best | +23.3% | +28.3% | +10.0% | +22.2% | +44.7% | +24.0% | +17.1% | +20.1% | +7.1% | +4.5% | +83.7% | +17.7% |
| Worst | −34.0% | −28.8% | −27.3% | −15.3% | −18.2% | −24.3% | −18.7% | −17.6% | −7.8% | −33.2% | −18.2% | −16.6% |
| vs SPY ⓘ | −1.0pp | +2.1pp | −2.1pp | +4.2pp | +2.6pp | −3.0pp | −0.3pp | +1.8pp | +1.2pp | −4.2pp | −6.2pp | −0.8pp |
152 monthly observations · 2014–2026 · benchmark SPY