$28.96
+0.52 (+1.83%)
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 | TWFG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.1% | −18.6% | −9.6% | +1.0% | +1.0% | +28.1% | +11.4% | +8.1% | — | — | — | — | +0.7% | +12.9% | −12.2pp |
| 2025 | −6.9% | +5.4% | +2.2% | +2.5% | +10.5% | −0.0% | −11.8% | −14.3% | +3.8% | −11.2% | +16.6% | +1.3% | −6.6% | +17.7% | −24.3pp |
| 2024 · part | — | — | — | — | — | — | — | +13.5% | −5.4% | +19.6% | +8.8% | −12.8% | +21.9% | +24.9% | −3.0pp |
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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 50% | 50% | 100% | 100% | 50% | 50% | 67% | 50% | 50% | 100% | 50% |
| Median | −10.0% | −6.6% | −3.7% | +1.8% | +5.8% | +14.1% | −0.2% | +8.1% | −0.8% | +4.2% | +12.7% | −5.8% |
| Best | −6.9% | +5.4% | +2.2% | +2.5% | +10.5% | +28.1% | +11.4% | +13.5% | +3.8% | +19.6% | +16.6% | +1.3% |
| Worst | −13.1% | −18.6% | −9.6% | +1.0% | +1.0% | −0.0% | −11.8% | −14.3% | −5.4% | −11.2% | +8.8% | −12.8% |
| vs SPY ⓘ | −12.1pp | −5.5pp | +1.5pp | −3.1pp | −0.0pp | +12.0pp | −1.4pp | +5.6pp | −3.7pp | +3.5pp | +9.7pp | −4.6pp |
25 monthly observations · 2024–2026 · benchmark SPY