$5.24
+0.09 (+1.75%)
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 | UA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.5% | +19.1% | −19.9% | +4.8% | −5.6% | +8.6% | +4.3% | −19.3% | — | — | — | — | +9.2% | +12.9% | −3.7pp |
| 2025 | +0.9% | −15.7% | −6.3% | −8.6% | +15.8% | +3.0% | −2.9% | −21.9% | −1.8% | −8.1% | −0.2% | +8.4% | −35.7% | +17.7% | −53.4pp |
| 2024 | −11.4% | +15.4% | −16.4% | −8.7% | +6.7% | −6.2% | +4.0% | +9.9% | +12.1% | −5.5% | +11.0% | −14.9% | −10.7% | +24.9% | −35.5pp |
| 2023 | +22.2% | −19.3% | −3.1% | −5.7% | −18.2% | +2.0% | +10.6% | −7.1% | −7.4% | +0.8% | +19.1% | +9.0% | −6.4% | +26.2% | −32.6pp |
| 2022 | −11.4% | −2.3% | −0.4% | −8.8% | −31.6% | −21.9% | +9.0% | −8.1% | −21.5% | +10.1% | +32.9% | +2.3% | −50.6% | −18.2% | −32.4pp |
| 2021 | +0.6% | +21.6% | +1.4% | +7.9% | −4.3% | −2.6% | −5.7% | +14.5% | −12.7% | +7.8% | +6.3% | −10.1% | +21.2% | +28.7% | −7.5pp |
| 2020 | −6.4% | −30.5% | −35.4% | +15.0% | −15.2% | +12.5% | +7.4% | −6.7% | +11.2% | +24.3% | +19.0% | +2.3% | −22.4% | +18.3% | −40.8pp |
| 2019 | +17.1% | +6.0% | −6.0% | +9.8% | −2.4% | +9.7% | −8.4% | −16.8% | +7.2% | +2.0% | −6.5% | +10.9% | +18.6% | +31.2% | −12.6pp |
| 2018 | −3.5% | +17.1% | −4.7% | +7.0% | +23.3% | +11.4% | −11.1% | +1.2% | +2.6% | +1.9% | +12.6% | −27.6% | +21.4% | −4.6% | +26.0pp |
| 2017 | −23.6% | −3.4% | −1.4% | +6.1% | −8.1% | +13.1% | −10.2% | −16.6% | −0.5% | −23.2% | +3.5% | +11.7% | −47.1% | +21.7% | −68.8pp |
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 ⓘ | 10 | 10 | 10 | 10 | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 50% | 50% | 10% | 60% | 27% | 73% | 45% | 27% | 40% | 60% | 70% | 60% |
| Median | −1.5% | +1.9% | −5.3% | +5.5% | −5.6% | +4.8% | −1.9% | −7.1% | −1.2% | +1.3% | +8.7% | +2.3% |
| Best | +26.5% | +21.6% | +1.4% | +15.0% | +23.3% | +13.1% | +10.6% | +14.5% | +12.1% | +24.3% | +32.9% | +11.7% |
| Worst | −23.6% | −30.5% | −35.4% | −8.8% | −31.6% | −21.9% | −11.1% | −21.9% | −21.5% | −23.6% | −6.5% | −27.6% |
| vs SPY ⓘ | −3.9pp | +1.7pp | −5.5pp | +1.1pp | −9.6pp | +2.8pp | −5.2pp | −5.5pp | −2.6pp | +0.3pp | +6.1pp | +1.5pp |
124 monthly observations · 2016–2026 · benchmark SPY