$83.42
+1.04 (+1.26%)
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 | STRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | −3.2% | +1.6% | −5.5% | −1.4% | −0.2% | +7.0% | +1.7% | — | — | — | — | +5.6% | +12.9% | −7.3pp |
| 2025 | +5.1% | −18.0% | +5.0% | −2.8% | +12.6% | −6.7% | −12.9% | +9.7% | +6.5% | −11.7% | +2.7% | +3.6% | −11.6% | +17.7% | −29.3pp |
| 2024 | +1.8% | +17.8% | −5.5% | +10.3% | −0.7% | −2.4% | −4.8% | −8.4% | −3.5% | −6.0% | +13.6% | −4.9% | +3.5% | +24.9% | −21.4pp |
| 2023 | +19.2% | −8.7% | +6.1% | −2.0% | −9.6% | −14.0% | +10.7% | +4.0% | −2.9% | +9.4% | +8.8% | +3.8% | +21.4% | +26.2% | −4.7pp |
| 2022 | +3.1% | −1.1% | +13.6% | −2.7% | +2.8% | +7.2% | +1.8% | −9.9% | −4.2% | +12.4% | +19.4% | −4.3% | +40.4% | −18.2% | +58.6pp |
| 2021 | −7.3% | +2.9% | +1.8% | −18.3% | −4.8% | +7.4% | +4.2% | −1.3% | −9.2% | −3.2% | −20.8% | +8.1% | −37.3% | +28.7% | −66.0pp |
| 2020 | +2.1% | −9.2% | −4.8% | +14.0% | +6.9% | −9.4% | −17.9% | −18.7% | −10.3% | −9.2% | +13.8% | +1.5% | −38.8% | +18.3% | −57.1pp |
| 2019 | −3.5% | +19.5% | +1.2% | +9.2% | +23.1% | +1.1% | −0.0% | −4.6% | −19.7% | −9.5% | +15.7% | +12.1% | +42.6% | +31.2% | +11.4pp |
| 2018 | +3.2% | −3.1% | +13.0% | +4.0% | +4.0% | +3.6% | +4.3% | +18.2% | −1.3% | −8.2% | +8.9% | −16.9% | +28.2% | −4.6% | +32.7pp |
| 2017 | +0.5% | −4.3% | +4.1% | +7.7% | +2.0% | +5.7% | −15.7% | +2.1% | +9.4% | +7.4% | +5.9% | −9.5% | +12.8% | +21.7% | −8.9pp |
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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 38% | 62% | 48% | 48% | 52% | 48% | 41% | 38% | 43% | 67% | 48% |
| Median | +1.3% | −3.2% | +1.8% | −0.2% | −0.7% | +1.1% | −0.0% | −1.9% | −1.4% | −3.7% | +6.1% | −0.1% |
| Best | +19.2% | +36.6% | +13.6% | +21.8% | +28.2% | +21.3% | +29.0% | +18.2% | +20.6% | +25.7% | +24.8% | +12.1% |
| Worst | −21.2% | −21.4% | −12.3% | −18.3% | −9.6% | −14.0% | −33.4% | −39.3% | −19.7% | −19.8% | −20.8% | −16.9% |
| vs SPY ⓘ | +1.4pp | −1.3pp | +1.3pp | −1.7pp | −0.9pp | +0.9pp | −1.5pp | −3.5pp | −0.0pp | −2.9pp | +2.8pp | −1.1pp |
253 monthly observations · 2005–2026 · benchmark SPY