$16.28
+0.21 (+1.31%)
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 | PSO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.3% | −2.0% | +3.6% | +11.8% | +1.0% | +7.2% | +6.6% | −3.9% | — | — | — | — | +18.1% | +12.9% | +5.2pp |
| 2025 | +3.4% | +3.5% | −6.0% | +1.5% | −1.8% | −6.4% | −4.7% | +3.0% | −2.8% | −1.8% | −5.3% | +6.6% | −11.2% | +17.7% | −28.9pp |
| 2024 | −0.6% | −0.3% | +9.7% | −7.4% | −0.9% | +3.4% | +8.3% | +3.5% | −2.2% | +7.6% | +7.1% | +3.1% | +34.2% | +24.9% | +9.3pp |
| 2023 | +0.3% | −2.8% | −3.1% | +5.6% | −10.8% | +6.4% | +5.2% | −3.4% | −0.3% | +9.5% | +2.7% | +3.7% | +12.0% | +26.2% | −14.2pp |
| 2022 | +1.2% | +4.0% | +14.9% | −2.8% | −0.7% | −4.2% | +0.4% | +9.2% | −4.9% | +16.4% | +8.0% | −6.2% | +37.7% | −18.2% | +55.9pp |
| 2021 | +20.4% | −5.2% | +3.8% | +7.6% | +1.6% | −0.6% | +4.7% | −12.2% | −8.7% | −14.4% | −2.8% | +4.3% | −6.1% | +28.7% | −34.8pp |
| 2020 | −12.0% | −3.0% | −1.4% | −14.9% | −1.0% | +24.7% | −3.2% | +7.5% | −4.6% | −6.0% | +28.9% | +6.6% | +13.2% | +18.3% | −5.1pp |
| 2019 | −0.5% | −4.5% | −3.3% | +0.3% | −8.4% | +4.3% | +1.7% | −3.5% | −10.4% | −2.7% | −5.0% | +0.8% | −27.8% | +31.2% | −59.0pp |
| 2018 | −0.5% | +2.3% | +5.4% | +10.2% | +4.9% | −3.2% | +4.1% | −1.4% | −2.6% | −1.0% | +7.6% | −2.7% | +24.3% | −4.6% | +28.9pp |
| 2017 | −22.5% | +7.6% | +1.8% | +1.8% | +10.4% | −0.9% | −4.1% | −8.5% | +4.4% | +14.0% | +2.4% | +3.4% | +4.3% | +21.7% | −17.4pp |
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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 38% | 71% | 71% | 48% | 48% | 57% | 36% | 38% | 48% | 57% | 71% |
| Median | −0.5% | −1.6% | +3.7% | +2.2% | −0.5% | −0.6% | +0.4% | −2.0% | −2.2% | −0.8% | +1.4% | +2.2% |
| Best | +20.4% | +7.8% | +14.9% | +11.8% | +10.4% | +24.7% | +19.2% | +9.2% | +8.6% | +16.4% | +28.9% | +9.6% |
| Worst | −22.5% | −7.3% | −6.0% | −14.9% | −13.8% | −9.5% | −10.0% | −12.2% | −13.8% | −22.4% | −8.5% | −12.6% |
| vs SPY ⓘ | +0.7pp | −0.4pp | +3.4pp | +1.3pp | −0.7pp | −1.1pp | +0.2pp | +0.1pp | −1.7pp | −1.4pp | −0.8pp | +0.8pp |
253 monthly observations · 2005–2026 · benchmark SPY