$55.79
-1.62 (-2.82%)
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 | ROOT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.0% | −16.5% | −14.9% | +23.3% | −4.4% | +7.4% | −3.2% | +3.0% | — | — | — | — | −22.8% | +12.9% | −35.6pp |
| 2025 | +34.3% | +38.6% | −1.3% | +4.7% | −6.2% | −2.3% | −5.4% | −23.8% | −2.9% | −10.0% | +0.5% | −10.7% | −0.5% | +17.7% | −18.2pp |
| 2024 | −22.7% | +296.4% | +90.2% | +14.0% | −27.0% | +1.5% | +16.7% | −28.0% | −12.9% | +81.0% | +45.9% | −27.3% | +592.7% | +24.9% | +567.8pp |
| 2023 | +31.0% | −14.8% | −10.0% | −4.9% | +12.1% | +85.9% | +21.8% | +5.1% | −16.9% | −4.9% | +7.0% | +8.4% | +133.4% | +26.2% | +107.2pp |
| 2022 | −35.2% | −10.0% | +8.8% | −2.0% | −28.0% | −14.4% | −11.8% | −33.9% | −36.4% | +8.2% | −14.8% | −38.2% | −91.9% | −18.2% | −73.7pp |
| 2021 · part | — | — | −5.6% | −15.4% | −15.3% | +18.6% | −29.5% | −15.5% | −18.3% | −12.0% | −14.2% | −22.1% | −77.0% | +28.7% | −105.7pp |
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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 33% | 50% | 17% | 67% | 33% | 33% | 0% | 40% | 60% | 20% |
| Median | −14.0% | −10.0% | −3.5% | +1.3% | −10.8% | +4.5% | −4.3% | −19.6% | −16.9% | −4.9% | +0.5% | −22.1% |
| Best | +34.3% | +296.4% | +90.2% | +23.3% | +12.1% | +85.9% | +21.8% | +5.1% | −2.9% | +81.0% | +45.9% | +8.4% |
| Worst | −35.2% | −16.5% | −14.9% | −15.4% | −28.0% | −14.4% | −29.5% | −33.9% | −36.4% | −12.0% | −14.8% | −38.2% |
| vs SPY ⓘ | −15.5pp | −7.0pp | −2.8pp | +6.1pp | −14.2pp | +3.2pp | −5.5pp | −22.1pp | −13.6pp | −2.8pp | −2.2pp | −24.9pp |
66 monthly observations · 2021–2026 · benchmark SPY