$53.02
-0.25 (-0.47%)
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 | UFCS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.1% | +8.7% | −4.6% | +8.8% | +9.9% | +18.8% | −2.1% | +3.2% | — | — | — | — | +47.3% | +12.9% | +34.4pp |
| 2025 | −12.8% | +13.1% | +5.5% | −6.1% | +2.8% | +1.5% | −7.5% | +16.4% | −1.0% | −0.6% | +20.9% | −0.1% | +30.5% | +17.7% | +12.8pp |
| 2024 | +11.4% | +3.9% | −5.9% | +1.5% | +1.5% | −3.4% | +4.3% | −7.9% | +2.2% | −6.2% | +56.6% | −7.0% | +45.3% | +24.9% | +20.4pp |
| 2023 | +15.1% | −9.4% | −6.4% | +1.3% | −20.1% | +6.3% | +6.1% | −17.1% | −0.1% | +2.0% | +4.5% | −3.7% | −24.3% | +26.2% | −50.5pp |
| 2022 | +7.5% | +10.7% | +13.1% | −5.7% | +10.7% | +6.1% | −4.1% | −10.4% | −1.8% | −5.7% | +12.7% | −10.0% | +20.5% | −18.2% | +38.7pp |
| 2021 | +9.7% | +6.9% | +18.7% | −13.0% | +1.3% | −9.1% | −10.1% | +4.2% | −10.5% | −11.6% | +2.4% | +11.6% | −5.5% | +28.7% | −34.3pp |
| 2020 | +1.2% | −13.4% | −14.3% | −12.3% | −6.2% | +4.5% | −8.4% | −0.7% | −18.2% | +1.1% | +6.5% | +15.5% | −40.3% | +18.3% | −58.6pp |
| 2019 | −6.2% | −5.7% | −10.3% | −0.2% | +8.4% | +3.2% | +7.9% | −13.0% | +4.0% | −3.1% | −2.7% | −0.5% | −18.9% | +31.2% | −50.1pp |
| 2018 | −4.8% | +2.5% | +8.3% | +5.1% | +7.3% | +1.6% | +10.6% | −13.1% | +2.5% | +6.0% | +0.7% | +2.9% | +31.1% | −4.6% | +35.6pp |
| 2017 | −4.0% | −10.0% | +1.3% | +2.9% | −1.1% | +1.9% | +2.4% | −6.2% | +8.9% | +0.6% | +4.9% | −5.2% | −5.0% | +21.7% | −26.7pp |
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 ⓘ | 43% | 71% | 62% | 43% | 62% | 57% | 43% | 50% | 52% | 43% | 62% | 52% |
| Median | −2.7% | +3.3% | +3.6% | −2.0% | +1.5% | +1.5% | −1.0% | +1.2% | +2.2% | −0.6% | +2.4% | +0.2% |
| Best | +15.1% | +16.2% | +29.5% | +27.1% | +24.3% | +18.8% | +10.6% | +19.9% | +13.6% | +17.0% | +56.6% | +46.2% |
| Worst | −35.5% | −14.7% | −14.3% | −15.0% | −20.1% | −25.4% | −10.1% | −17.1% | −18.2% | −19.0% | −13.6% | −11.3% |
| vs SPY ⓘ | −3.1pp | +0.5pp | +0.3pp | −3.1pp | +0.6pp | −2.0pp | −0.4pp | +0.6pp | +2.1pp | −2.4pp | −0.7pp | −0.2pp |
253 monthly observations · 2005–2026 · benchmark SPY