$3.75
+0.50 (+15.38%)
USD · as of 2026-08-21 · marketstack
Returns are measured from 2021-01-14 — the price history has a 190-day gap before it.
Returns are PRICE ONLY — dividends excluded.
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STLY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.8% | −7.9% | +23.8% | −11.5% | −15.2% | +15.4% | −21.8% | +6.5% | — | — | — | — | −25.0% | +12.9% | −37.9pp |
| 2025 | +0.0% | −9.5% | +4.7% | +1.1% | +32.3% | −3.8% | −35.2% | +4.0% | +9.0% | +4.7% | +11.9% | +0.4% | +5.3% | +17.7% | −12.5pp |
| 2024 | −19.8% | +11.6% | +8.4% | −9.1% | +5.6% | +1.5% | −3.4% | +9.6% | −4.0% | +0.0% | −16.3% | −5.4% | −23.8% | +24.9% | −48.7pp |
| 2023 | +5.1% | −1.5% | −0.7% | −1.4% | +5.6% | −4.5% | −1.3% | −4.5% | −3.7% | −7.8% | +0.2% | +3.9% | −10.9% | +26.2% | −37.1pp |
| 2022 | −18.3% | −7.3% | −9.0% | +22.2% | +1.0% | −17.7% | +2.1% | −2.4% | −5.5% | +3.6% | −4.7% | −8.5% | −40.4% | −18.2% | −22.3pp |
| 2021 | −13.0% | −1.7% | +1.7% | +16.7% | +16.3% | −2.9% | +20.3% | −17.1% | −2.6% | −9.2% | +13.2% | +24.3% | +41.9% | +28.7% | +13.2pp |
| 2020 · part | +0.0% | −2.7% | −15.9% | +20.0% | +1.9% | +17.3% | +7.0% | — | — | — | — | — | +25.5% | +18.3% | +7.1pp |
| 2019 | +20.3% | +16.5% | −14.8% | −3.8% | +18.0% | +3.4% | −9.0% | −0.9% | +0.0% | +0.2% | +1.6% | −1.8% | +26.4% | +31.2% | −4.8pp |
| 2018 | −21.8% | −5.9% | −6.2% | +3.3% | +12.9% | −7.1% | +0.0% | −1.5% | −15.6% | −6.5% | −7.4% | −7.0% | −50.0% | −4.6% | −45.4pp |
| 2017 | +4.4% | −16.0% | −1.3% | +46.2% | +3.5% | −3.4% | +8.3% | −9.3% | +5.4% | −7.6% | −21.9% | +2.3% | −3.4% | +21.7% | −25.1pp |
Month-end over prior month-end; a blank cell is no return.
Basis. STLY 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 44% | 29% | 47% | 47% | 71% | 29% | 35% | 31% | 40% | 47% | 33% | 40% |
| Median | +0.0% | −2.7% | −0.7% | −1.4% | +3.5% | −3.4% | −1.3% | −1.2% | −2.6% | +0.0% | −3.4% | −1.8% |
| Best | +33.4% | +32.5% | +42.0% | +46.2% | +32.3% | +17.3% | +20.3% | +15.6% | +9.0% | +12.8% | +13.2% | +24.3% |
| Worst | −21.8% | −20.5% | −15.9% | −14.6% | −46.8% | −22.5% | −35.2% | −20.4% | −15.6% | −29.8% | −26.0% | −8.5% |
| vs SPY ⓘ | −1.5pp | −2.2pp | −2.8pp | −3.0pp | +0.8pp | −4.0pp | −3.7pp | +0.9pp | +1.0pp | −2.7pp | −6.2pp | −1.5pp |
194 monthly observations · 2010–2026 · benchmark SPY