$9.32
+0.07 (+0.76%)
USD · as of 2026-08-19 · 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 | PHAT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.6% | −8.1% | −11.5% | +0.8% | −14.4% | +13.1% | −19.4% | +6.5% | — | — | — | — | −43.8% | +13.4% | −57.2pp |
| 2025 | −26.2% | −7.8% | +13.6% | −31.6% | −0.9% | +125.6% | −10.9% | +42.6% | −3.4% | +15.1% | +15.3% | +6.2% | +104.3% | +17.7% | +86.6pp |
| 2024 | −26.6% | +59.7% | −0.7% | −15.0% | +4.3% | +9.3% | +14.8% | +39.8% | +9.4% | −5.1% | −48.3% | −8.5% | −11.1% | +24.9% | −35.9pp |
| 2023 | +6.3% | −28.2% | −16.6% | +49.9% | +9.9% | +21.8% | +6.2% | −5.4% | −27.9% | −10.3% | −24.8% | +30.6% | −18.6% | +26.2% | −44.8pp |
| 2022 | −14.6% | +7.9% | −24.9% | −4.9% | −44.6% | +17.7% | +9.1% | −7.3% | +29.7% | −4.3% | −5.8% | +12.4% | −43.0% | −18.2% | −24.8pp |
| 2021 | +15.9% | +14.4% | −14.7% | +2.6% | −8.2% | −4.2% | −5.2% | +10.9% | −9.8% | −26.7% | −23.8% | +9.6% | −40.8% | +28.7% | −69.5pp |
| 2020 | +7.2% | +8.2% | −28.5% | +31.1% | +24.9% | −22.2% | +1.1% | +10.5% | −0.2% | +7.3% | +8.8% | −22.4% | +6.7% | +18.3% | −11.7pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | +8.4% | +21.6% | +31.8% | +31.2% | +0.6pp |
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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 7 | 7 |
| Positive ⓘ | 43% | 57% | 14% | 57% | 43% | 71% | 57% | 71% | 33% | 33% | 43% | 71% |
| Median | −14.6% | +7.9% | −14.7% | +0.8% | −0.9% | +13.1% | +1.1% | +10.5% | −1.8% | −4.7% | −5.8% | +9.6% |
| Best | +15.9% | +59.7% | +13.6% | +49.9% | +24.9% | +125.6% | +14.8% | +42.6% | +29.7% | +15.1% | +15.3% | +30.6% |
| Worst | −26.6% | −28.2% | −28.5% | −31.6% | −44.6% | −22.2% | −19.4% | −7.3% | −27.9% | −26.7% | −48.3% | −22.4% |
| vs SPY ⓘ | −9.3pp | +10.9pp | −16.0pp | −2.7pp | −7.2pp | +14.2pp | −4.8pp | +3.6pp | −0.8pp | −6.2pp | −11.4pp | +6.1pp |
82 monthly observations · 2019–2026 · benchmark SPY