$2.74
-0.08 (-2.84%)
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 | SVRE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −40.1% | −17.4% | +12.9% | +56.2% | −9.2% | −39.2% | +40.5% | −26.1% | — | — | — | — | −50.0% | +12.9% | −62.9pp |
| 2025 | −47.6% | −29.3% | −39.3% | −31.6% | −39.1% | −20.8% | −26.3% | −14.4% | −12.5% | −18.9% | −30.4% | −50.7% | −98.9% | +17.7% | −116.6pp |
| 2024 | +54.0% | +15.3% | +3.1% | −49.2% | −17.9% | −27.3% | −19.4% | −39.3% | −31.4% | −40.4% | −25.7% | −6.5% | −92.3% | +24.9% | −117.2pp |
| 2023 | +15.4% | +3.3% | −25.2% | −16.4% | +57.7% | −10.5% | −8.0% | −9.5% | −28.2% | −51.1% | +3.3% | +74.5% | −44.5% | +26.2% | −70.7pp |
| 2022 · part | — | — | — | — | — | — | — | −11.4% | −36.4% | +12.6% | −23.5% | +0.0% | −51.5% | −18.2% | −33.3pp |
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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 50% | 25% | 25% | 0% | 25% | 0% | 0% | 25% | 25% | 25% |
| Median | −12.4% | −7.0% | −11.0% | −24.0% | −13.6% | −24.0% | −13.7% | −14.4% | −29.8% | −29.7% | −24.6% | −3.3% |
| Best | +54.0% | +15.3% | +12.9% | +56.2% | +57.7% | −10.5% | +40.5% | −9.5% | −12.5% | +12.6% | +3.3% | +74.5% |
| Worst | −47.6% | −29.3% | −39.3% | −49.2% | −39.1% | −39.2% | −26.3% | −39.3% | −36.4% | −51.1% | −30.4% | −50.7% |
| vs SPY ⓘ | −16.3pp | −5.3pp | −14.5pp | −24.4pp | −18.7pp | −28.4pp | −16.0pp | −16.4pp | −25.3pp | −30.4pp | −29.8pp | +0.8pp |
49 monthly observations · 2022–2026 · benchmark SPY