$40.35
-0.12 (-0.30%)
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 | WHR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.9% | −13.3% | −21.2% | +4.0% | −22.5% | −9.2% | −4.9% | +7.6% | — | — | — | — | −43.3% | +12.9% | −56.2pp |
| 2025 | −8.3% | −1.4% | −11.5% | −15.4% | +4.6% | +29.9% | −18.1% | +13.3% | −15.6% | −8.9% | +9.4% | −6.7% | −33.0% | +17.7% | −50.8pp |
| 2024 | −10.1% | −0.3% | +11.4% | −20.7% | −0.1% | +9.9% | −0.2% | +0.1% | +6.7% | −3.3% | +9.3% | +2.7% | +0.6% | +24.9% | −24.3pp |
| 2023 | +10.0% | −11.3% | −3.1% | +5.7% | −6.1% | +15.1% | −3.0% | −1.7% | −4.5% | −21.8% | +5.8% | +11.8% | −9.1% | +26.2% | −35.3pp |
| 2022 | −10.4% | −3.4% | −14.2% | +5.1% | +2.5% | −15.9% | +11.6% | −8.4% | −13.9% | +2.5% | +7.3% | −3.5% | −37.2% | −18.2% | −19.0pp |
| 2021 | +2.5% | +3.4% | +15.9% | +7.3% | +0.9% | −8.0% | +1.6% | +0.6% | −8.0% | +3.4% | +3.9% | +7.8% | +33.3% | +28.7% | +4.5pp |
| 2020 | −0.9% | −11.8% | −32.9% | +30.2% | +10.3% | +6.3% | +25.9% | +9.7% | +3.5% | +0.6% | +5.9% | −7.3% | +26.5% | +18.3% | +8.2pp |
| 2019 | +24.5% | +7.3% | −6.1% | +4.5% | −16.5% | +23.9% | +2.2% | −3.5% | +13.9% | −3.9% | −5.2% | +3.1% | +42.8% | +31.2% | +11.6pp |
| 2018 | +7.6% | −10.5% | −5.1% | +1.2% | −5.9% | +1.0% | −10.3% | −3.8% | −5.0% | −7.6% | +16.1% | −15.3% | −34.5% | −4.6% | −29.9pp |
| 2017 | −3.8% | +2.1% | −3.5% | +8.4% | +0.5% | +3.3% | −7.2% | −2.9% | +7.5% | −11.1% | +3.5% | +0.0% | −4.9% | +21.7% | −26.6pp |
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 ⓘ | 48% | 43% | 52% | 62% | 52% | 38% | 52% | 45% | 43% | 48% | 76% | 62% |
| Median | −0.9% | −0.6% | +1.7% | +2.6% | +0.5% | −3.0% | +1.6% | −2.3% | −2.5% | −0.3% | +4.8% | +2.3% |
| Best | +24.5% | +40.0% | +33.1% | +52.6% | +12.3% | +29.9% | +34.1% | +13.3% | +13.9% | +18.1% | +16.1% | +21.7% |
| Worst | −19.2% | −32.4% | −32.9% | −20.7% | −22.5% | −16.2% | −18.1% | −10.5% | −20.4% | −41.2% | −14.7% | −15.3% |
| vs SPY ⓘ | −0.9pp | −0.4pp | −2.4pp | +0.4pp | −0.8pp | −4.0pp | −0.8pp | −1.2pp | +0.2pp | −4.9pp | +1.7pp | +2.0pp |
253 monthly observations · 2005–2026 · benchmark SPY