$86.91
+0.75 (+0.87%)
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 | SPB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +23.0% | −6.0% | +12.1% | −4.7% | +9.0% | +3.5% | −2.1% | — | — | — | — | +47.1% | +12.9% | +34.2pp |
| 2025 | +0.1% | −8.4% | −7.6% | −11.8% | −8.4% | −8.3% | +1.0% | +6.5% | −7.8% | +2.6% | +10.2% | −0.5% | −30.1% | +17.7% | −47.8pp |
| 2024 | −1.4% | +2.3% | +10.7% | −8.0% | +9.6% | −4.2% | −1.5% | +11.5% | +0.9% | −5.8% | +2.6% | −8.1% | +5.9% | +24.9% | −19.0pp |
| 2023 | +11.4% | −5.7% | +3.4% | +0.4% | +8.6% | +8.1% | +0.5% | +6.1% | −5.8% | −3.9% | −8.0% | +15.1% | +30.9% | +26.2% | +4.8pp |
| 2022 | −12.1% | +3.8% | −4.4% | −4.1% | +3.1% | −6.5% | −15.2% | −9.4% | −38.0% | +18.2% | +15.5% | +14.4% | −40.1% | −18.2% | −21.9pp |
| 2021 | −4.3% | +2.6% | +9.6% | +3.7% | +0.9% | −4.3% | +2.7% | −10.6% | +22.6% | −2.0% | +6.8% | +1.6% | +28.8% | +28.7% | +0.1pp |
| 2020 · part | — | −12.2% | −32.5% | +18.4% | +9.9% | −3.0% | +18.0% | +10.0% | −4.1% | −0.5% | +17.5% | +18.2% | +28.6% | +18.3% | +10.3pp |
Month-end over prior month-end; a blank cell is no return.
Basis. SPB and SPY are on DIFFERENT bases — one includes dividends, the other doesn't, so the Δ column flatters the dividend-including side.
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 ⓘ | 6 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 57% | 43% | 57% | 71% | 29% | 71% | 57% | 33% | 33% | 83% | 67% |
| Median | −0.7% | +2.3% | −4.4% | +0.4% | +3.1% | −4.2% | +1.0% | +6.1% | −4.9% | −1.3% | +8.5% | +8.0% |
| Best | +11.4% | +23.0% | +10.7% | +18.4% | +9.9% | +9.0% | +18.0% | +11.5% | +22.6% | +18.2% | +17.5% | +18.2% |
| Worst | −12.1% | −12.2% | −32.5% | −11.8% | −8.4% | −8.3% | −15.2% | −10.6% | −38.0% | −5.8% | −8.0% | −8.1% |
| vs SPY ⓘ | −2.8pp | −2.9pp | −1.0pp | −1.2pp | +2.9pp | −4.8pp | −1.3pp | +3.1pp | −1.1pp | −0.8pp | +7.1pp | +5.0pp |
79 monthly observations · 2020–2026 · benchmark SPY