$14.10
+0.19 (+1.37%)
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 | SWBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.6% | +9.0% | +21.6% | +8.4% | −2.1% | −1.2% | −2.4% | −3.1% | — | — | — | — | +45.5% | +12.9% | +32.6pp |
| 2025 | +3.8% | +3.5% | −13.0% | +2.3% | −0.1% | −8.8% | −7.1% | +2.8% | +22.0% | −2.4% | −9.2% | +14.7% | +3.1% | +17.7% | −14.6pp |
| 2024 | −3.7% | +5.1% | +27.3% | −2.2% | −1.2% | −14.5% | +16.5% | −10.9% | −11.1% | −0.2% | +4.8% | −24.7% | −22.6% | +24.9% | −47.5pp |
| 2023 | +27.6% | −1.3% | +13.6% | −2.4% | −2.4% | +11.2% | −1.5% | −7.8% | +11.1% | +14.1% | −6.7% | −0.5% | +62.2% | +26.2% | +36.0pp |
| 2022 | −4.0% | +3.2% | −13.7% | −9.3% | +12.7% | −15.2% | +11.6% | −8.6% | −21.3% | +8.9% | +4.3% | −25.4% | −49.6% | −18.2% | −31.4pp |
| 2021 · part | — | — | +1.7% | −0.3% | +22.2% | +63.6% | −32.4% | +2.9% | −13.6% | +3.6% | +5.8% | −21.4% | +4.8% | +28.7% | −23.9pp |
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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 80% | 67% | 33% | 33% | 33% | 33% | 33% | 40% | 60% | 60% | 20% |
| Median | +3.8% | +3.5% | +7.6% | −1.3% | −0.6% | −5.0% | −2.0% | −5.4% | −11.1% | +3.6% | +4.3% | −21.4% |
| Best | +27.6% | +9.0% | +27.3% | +8.4% | +22.2% | +63.6% | +16.5% | +2.9% | +22.0% | +14.1% | +5.8% | +14.7% |
| Worst | −4.0% | −1.3% | −13.7% | −9.3% | −2.4% | −15.2% | −32.4% | −10.9% | −21.3% | −2.4% | −9.2% | −25.4% |
| vs SPY ⓘ | +1.2pp | +4.8pp | +3.5pp | −1.3pp | −4.6pp | −3.5pp | −3.6pp | −5.1pp | −9.0pp | +0.7pp | −1.3pp | −19.6pp |
66 monthly observations · 2021–2026 · benchmark SPY