$143.48
+1.40 (+0.99%)
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 | PEP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.0% | +10.5% | −7.7% | +2.1% | −9.0% | −5.1% | +3.1% | +2.8% | — | — | — | — | +1.9% | +12.9% | −11.0pp |
| 2025 | −0.9% | +1.8% | −1.4% | −9.6% | −3.0% | +1.6% | +4.5% | +7.8% | −4.6% | +4.0% | +1.8% | −2.6% | −1.8% | +17.7% | −19.6pp |
| 2024 | −0.8% | −1.1% | +5.8% | +0.5% | −1.7% | −3.9% | +4.7% | +0.1% | −0.9% | −2.3% | −1.6% | −6.2% | −7.6% | +24.9% | −32.5pp |
| 2023 | −5.3% | +1.5% | +5.8% | +4.7% | −4.5% | +2.3% | +1.2% | −4.4% | −4.8% | −3.6% | +3.9% | +0.9% | −3.3% | +26.2% | −29.5pp |
| 2022 | −0.1% | −5.6% | +2.9% | +2.6% | −2.3% | +0.0% | +5.0% | −1.5% | −4.6% | +11.2% | +1.5% | −1.4% | +6.8% | −18.2% | +25.0pp |
| 2021 | −7.9% | −5.4% | +10.4% | +1.9% | +2.6% | +0.9% | +5.9% | −0.4% | −3.2% | +7.4% | −1.1% | +9.5% | +20.6% | +28.7% | −8.2pp |
| 2020 | +3.9% | −7.0% | −8.4% | +10.1% | −0.6% | +1.3% | +4.1% | +1.7% | −0.3% | −3.8% | +8.2% | +3.6% | +11.7% | +18.3% | −6.7pp |
| 2019 | +2.0% | +3.5% | +6.0% | +4.5% | −0.0% | +3.2% | −2.5% | +7.0% | +1.0% | +0.1% | −1.0% | +1.3% | +27.4% | +31.2% | −3.8pp |
| 2018 | +0.3% | −8.8% | +0.2% | −7.5% | +0.2% | +8.6% | +5.6% | −2.6% | +0.6% | +0.5% | +8.5% | −8.7% | −4.8% | −4.6% | −0.2pp |
| 2017 | −0.8% | +6.4% | +2.0% | +1.3% | +3.9% | −1.2% | +1.0% | −0.1% | −3.7% | −1.1% | +6.4% | +2.9% | +17.8% | +21.7% | −3.9pp |
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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 35% | 52% | 74% | 70% | 56% | 56% | 81% | 44% | 58% | 65% | 58% | 54% |
| Median | −0.8% | +0.3% | +4.1% | +1.3% | +0.2% | +0.9% | +3.1% | −0.1% | +0.5% | +1.2% | +0.5% | +0.3% |
| Best | +7.0% | +10.5% | +10.4% | +10.1% | +10.9% | +9.6% | +6.5% | +7.8% | +8.3% | +19.4% | +8.5% | +9.6% |
| Worst | −11.1% | −8.8% | −8.4% | −9.6% | −9.0% | −7.0% | −10.9% | −7.9% | −6.2% | −20.0% | −6.3% | −8.7% |
| vs SPY ⓘ | −1.1pp | +0.2pp | +1.9pp | +0.1pp | −1.2pp | −0.2pp | −0.0pp | −0.2pp | +1.7pp | −0.2pp | −2.4pp | −0.1pp |
319 monthly observations · 2000–2026 · benchmark SPY