· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $31.88Day +3.88%1Y +40.6%Off 52W high −0.4%Vol (1Y) 18.3%
Daily closing price, split-adjusted to the current basis; 3y shown of 3,483 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
SOMC is not in the screener universe.
| YTD+35.3% |
| 1Y+40.6% |
| 3Y+90.2% |
| 5Y+94.6% |
| 10Y+235.6% |
| Since incept. (ann.)+15.2% |
Total return through 2026-07-29 · series begins 2012-08-27. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)18.3% |
| Ann. volatility (3Y)21.4% |
| Sharpe (1Y)2.01 |
| Sharpe (3Y)1.09 |
| Max drawdown (1Y)−6.7% |
| Max drawdown (3Y)−18.1% |
| Beta (3Y vs SPY)0.48 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Shakespeare Wealth Management, LLC | 8,404 | $210,100 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for SOMC.
