$112.30
+2.51 (+2.29%)
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 | SCHW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | −8.1% | −1.3% | −2.5% | −4.3% | +5.6% | +14.1% | +6.7% | — | — | — | — | +13.2% | +12.9% | +0.3pp |
| 2025 | +11.8% | −3.5% | −1.6% | +4.0% | +8.9% | +3.3% | +7.1% | −1.7% | −0.4% | −1.0% | −1.6% | +7.7% | +36.7% | +17.7% | +18.9pp |
| 2024 | −8.5% | +6.6% | +8.3% | +2.2% | −0.6% | +0.6% | −11.5% | +0.3% | −0.4% | +9.3% | +17.2% | −10.6% | +9.2% | +24.9% | −15.7pp |
| 2023 | −7.0% | +1.0% | −32.8% | −0.3% | +1.4% | +7.6% | +16.6% | −10.2% | −7.2% | −5.2% | +18.4% | +12.2% | −16.0% | +26.2% | −42.1pp |
| 2022 | +4.3% | −3.5% | −0.2% | −21.3% | +6.0% | −9.9% | +9.3% | +3.1% | +1.3% | +10.9% | +3.9% | +0.9% | +0.1% | −18.2% | +18.3pp |
| 2021 | −2.8% | +20.1% | +5.6% | +8.0% | +5.2% | −1.4% | −6.7% | +7.5% | −0.0% | +12.6% | −5.4% | +8.7% | +60.2% | +28.7% | +31.5pp |
| 2020 | −4.2% | −10.2% | −17.5% | +12.2% | −4.3% | −6.0% | −1.7% | +7.7% | +2.0% | +13.5% | +19.1% | +8.7% | +13.6% | +18.3% | −4.8pp |
| 2019 | +12.6% | −1.3% | −7.1% | +7.1% | −8.8% | −3.4% | +7.5% | −11.1% | +9.3% | −2.7% | +22.1% | −3.9% | +16.4% | +31.2% | −14.8pp |
| 2018 | +3.8% | −0.4% | −1.5% | +6.6% | +0.1% | −8.1% | −0.1% | −0.3% | −3.2% | −5.9% | −2.9% | −7.3% | −18.4% | −4.6% | −13.9pp |
| 2017 | +4.5% | −1.8% | +1.0% | −4.8% | −0.1% | +10.9% | −0.1% | −6.8% | +9.6% | +2.5% | +9.0% | +5.3% | +31.2% | +21.7% | +9.4pp |
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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 42% | 37% | 52% | 59% | 48% | 41% | 59% | 56% | 54% | 65% | 62% | 69% |
| Median | −2.8% | −1.6% | +0.1% | +1.6% | −0.1% | −1.4% | +3.1% | +0.8% | +0.8% | +5.4% | +4.4% | +3.9% |
| Best | +15.1% | +20.1% | +35.7% | +28.4% | +17.8% | +19.0% | +21.5% | +11.0% | +9.8% | +13.9% | +25.9% | +13.8% |
| Worst | −22.5% | −20.8% | −32.8% | −21.9% | −15.0% | −17.2% | −20.1% | −16.9% | −8.7% | −26.5% | −21.1% | −11.8% |
| vs SPY ⓘ | −1.8pp | −1.5pp | +0.9pp | +0.1pp | −1.5pp | −1.6pp | −1.1pp | −2.1pp | +1.5pp | +0.6pp | +1.5pp | +3.8pp |
319 monthly observations · 2000–2026 · benchmark SPY