$1.29
-0.03 (-2.27%)
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 | ZVIA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −20.3% | −27.6% | −12.7% | +9.4% | +21.1% | +5.2% | +4.3% | −24.1% | — | — | — | — | −44.4% | +12.9% | −57.3pp |
| 2025 | −5.3% | −38.5% | −11.5% | +4.6% | +20.4% | +18.4% | −3.7% | −9.7% | −2.9% | −13.2% | +13.6% | −13.4% | −44.6% | +17.7% | −62.3pp |
| 2024 | −15.4% | −11.8% | −22.0% | −26.4% | −1.0% | −20.8% | +34.2% | +11.5% | +6.9% | +12.0% | +74.4% | +98.6% | +108.5% | +24.9% | +83.6pp |
| 2023 | +9.5% | −22.1% | +10.3% | −8.8% | +3.4% | +18.7% | −35.5% | −7.6% | −13.6% | −12.6% | +10.8% | −6.5% | −50.9% | +26.2% | −77.0pp |
| 2022 | +13.5% | −21.9% | −26.9% | −24.7% | −28.8% | +14.7% | +21.0% | +30.3% | −2.5% | +8.6% | −9.0% | −4.2% | −42.0% | −18.2% | −23.8pp |
| 2021 · part | — | — | — | — | — | — | — | +3.8% | −16.7% | −2.8% | −31.6% | −7.8% | −47.0% | +28.7% | −75.8pp |
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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 0% | 20% | 40% | 60% | 80% | 60% | 50% | 20% | 40% | 60% | 20% |
| Median | −5.3% | −22.1% | −12.7% | −8.8% | +3.4% | +14.7% | +4.3% | −1.9% | −2.9% | −2.8% | +10.8% | −6.5% |
| Best | +13.5% | −11.8% | +10.3% | +9.4% | +21.1% | +18.7% | +34.2% | +30.3% | +6.9% | +12.0% | +74.4% | +98.6% |
| Worst | −20.3% | −38.5% | −26.9% | −26.4% | −28.8% | −20.8% | −35.5% | −24.1% | −16.7% | −13.2% | −31.6% | −13.4% |
| vs SPY ⓘ | −7.9pp | −19.6pp | −7.7pp | −10.4pp | +3.0pp | +12.3pp | +4.3pp | −2.5pp | −6.4pp | −9.8pp | +1.7pp | −11.1pp |
61 monthly observations · 2021–2026 · benchmark SPY