$7.10
-0.28 (-3.80%)
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 | SHLS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.1% | −37.2% | +11.0% | +20.7% | +56.8% | −20.5% | −11.7% | −18.8% | — | — | — | — | −16.5% | +12.9% | −29.4pp |
| 2025 | −13.6% | −36.6% | +9.6% | +8.7% | +30.7% | −10.0% | +26.8% | +20.8% | +13.8% | +41.8% | −20.2% | +1.3% | +53.7% | +17.7% | +36.0pp |
| 2024 | −15.3% | −2.6% | −12.9% | −24.4% | −6.9% | −20.7% | +4.2% | −17.1% | +4.1% | −3.6% | −3.5% | +5.9% | −64.4% | +24.9% | −89.3pp |
| 2023 | +13.1% | −12.0% | −7.1% | −8.3% | +12.4% | +8.8% | +1.6% | −24.2% | −7.3% | −15.8% | −9.8% | +12.2% | −37.0% | +26.2% | −63.2pp |
| 2022 | −30.6% | −6.2% | +7.8% | −41.4% | +56.3% | +5.6% | +43.4% | +11.6% | −18.3% | +7.2% | +25.4% | −14.8% | +1.5% | −18.2% | +19.7pp |
| 2021 · part | — | — | +6.6% | −7.8% | −13.9% | +28.6% | −18.1% | +12.0% | −14.4% | +11.2% | −9.3% | −13.5% | −25.5% | +28.7% | −54.2pp |
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% | 0% | 67% | 33% | 67% | 50% | 67% | 50% | 40% | 60% | 20% | 60% |
| Median | −13.6% | −12.0% | +7.2% | −8.1% | +21.6% | −2.2% | +2.9% | −2.7% | −7.3% | +7.2% | −9.3% | +1.3% |
| Best | +13.1% | −2.6% | +11.0% | +20.7% | +56.8% | +28.6% | +43.4% | +20.8% | +13.8% | +41.8% | +25.4% | +12.2% |
| Worst | −30.6% | −37.2% | −12.9% | −41.4% | −13.9% | −20.7% | −18.1% | −24.2% | −18.3% | −15.8% | −20.2% | −14.8% |
| vs SPY ⓘ | −16.2pp | −9.5pp | +3.1pp | −11.5pp | +18.2pp | −6.4pp | +0.6pp | −5.2pp | −2.5pp | −0.9pp | −9.5pp | +1.2pp |
66 monthly observations · 2021–2026 · benchmark SPY