$1.15
+0.10 (+9.52%)
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 | PHIO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.8% | +12.9% | +7.0% | +0.0% | −9.0% | −7.7% | +0.0% | +12.2% | — | — | — | — | +9.5% | +13.4% | −3.9pp |
| 2025 | +14.4% | −31.1% | −8.5% | +47.7% | +4.2% | +17.5% | +1.3% | −17.2% | +25.9% | −17.3% | −38.5% | −16.7% | −41.7% | +17.7% | −59.4pp |
| 2024 | −21.8% | +81.8% | −37.0% | +2.2% | +5.0% | −5.2% | −48.7% | −15.0% | +26.8% | −13.6% | −8.7% | −33.8% | −73.7% | +24.9% | −98.6pp |
| 2023 | +38.8% | −11.9% | +2.6% | −39.9% | +3.6% | −18.0% | −7.0% | −20.2% | −29.1% | −17.9% | −11.8% | −30.5% | −83.0% | +26.2% | −109.2pp |
| 2022 | −12.5% | −7.4% | +9.5% | −5.3% | −13.7% | −3.2% | +1.8% | −2.1% | −18.5% | +0.7% | −27.0% | −11.4% | −62.8% | −18.2% | −44.6pp |
| 2021 | +16.4% | −8.6% | −6.3% | −13.8% | −3.9% | +1.8% | −20.4% | +15.6% | −2.4% | −17.2% | −19.6% | −25.9% | −62.8% | +28.7% | −91.6pp |
| 2020 | −3.1% | −68.2% | −39.6% | +7.9% | +59.7% | −28.2% | +13.2% | −6.9% | −7.4% | −2.8% | +12.5% | +15.0% | −71.7% | +18.3% | −90.0pp |
| 2019 | +10.6% | +4.1% | +18.5% | +8.9% | −12.2% | −11.6% | +2.6% | −16.9% | −15.1% | −18.2% | −36.5% | +19.6% | −48.2% | +31.2% | −79.4pp |
| 2018 | −25.2% | −32.7% | +15.0% | −21.7% | −4.4% | −19.9% | −23.3% | +4.7% | −24.5% | −62.8% | −24.1% | −0.0% | −94.1% | −4.6% | −89.5pp |
| 2017 | −11.8% | +7.9% | +19.1% | −20.2% | −14.6% | +6.2% | +4.1% | −6.6% | −15.8% | +13.5% | +14.8% | −11.1% | −22.2% | +21.7% | −43.9pp |
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 40% | 60% | 40% | 40% | 30% | 50% | 27% | 20% | 20% | 30% | 20% |
| Median | −3.4% | −8.0% | +4.8% | −2.6% | −4.1% | −6.4% | +0.6% | −6.6% | −15.4% | −17.3% | −15.7% | −14.0% |
| Best | +38.8% | +81.8% | +19.1% | +47.7% | +59.7% | +17.5% | +13.2% | +15.6% | +26.8% | +13.5% | +30.2% | +19.6% |
| Worst | −25.2% | −68.2% | −39.6% | −39.9% | −14.6% | −28.2% | −48.7% | −20.2% | −29.1% | −62.8% | −38.5% | −52.7% |
| vs SPY ⓘ | −4.1pp | −6.9pp | +2.3pp | −7.6pp | −5.2pp | −7.7pp | −4.2pp | −6.8pp | −13.1pp | −17.7pp | −19.9pp | −14.6pp |
121 monthly observations · 2016–2026 · benchmark SPY