ALLE monthly performance report
Monthly ALLE research: returns, drawdown, relative strength, seasonality, and key stats.
ALLE monthly report
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Key takeaways
- Allegion (ALLE) closed September 2026 at $151.82, down 2.21% for the month and −10.59% over the trailing 12 months.
- Year-to-date, ALLE is −4.65%, underperforming the S&P 500 which has returned +11.71% YTD.
- The stock is trading +0.23% versus its 200-day moving average ($151.48), a bullish technical signal.
- Over the past three years, ALLE has underperformed the S&P 500 by −36.53%, with a relative strength index reading of 78.4.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Allegion ended September 2026 at $151.82, posting a monthly return of −2.21%. The S&P 500 returned −0.69% over the same window, leaving relative performance at −1.52%.
The current quarter stands at +5.77% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.23% versus the 200-day moving average ($151.48).
Year-to-date, ALLE is −4.65% against SPY +11.71%, a gap of −16.36%. The stock is currently −17.09% below its 52-week high, with maximum 3-year drawdown at −30.11%.
| Period | ALLE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.21% | −0.69% | −1.52% |
| 1 Week | −5.33% | −0.54% | −4.79% |
| 1 Month | −2.21% | −0.69% | −1.52% |
| 3 Months | +16.72% | +0.70% | +16.02% |
| 6 Months | −5.36% | +10.52% | −15.87% |
| YTD | −4.65% | +11.71% | −16.36% |
| 12 Months | −10.59% | +18.10% | −28.69% |
| 3 Years | +32.31% | +68.84% | −36.53% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | +19.14% |
| #2 | Jul 2025 | +15.53% |
| #3 | Jul 2024 | +15.41% |
| #4 | Jul 2026 | +12.74% |
| #5 | Jun 2026 | +9.03% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −9.68% |
| #2 | Apr 2024 | −9.56% |
| #3 | Sep 2023 | −9.06% |
| #4 | Dec 2024 | −7.19% |
| #5 | Oct 2025 | −6.25% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.38% |
| Q3 2025 | +25.98% |
| Q4 2025 | −8.71% |
| Q1 2026 | −8.39% |
| Q2 2026 | −3.13% |
| Q3 2026 (QTD) | +5.77% |
| Year | Return |
|---|---|
| 2023 | +20.50% |
| 2024 | +1.88% |
| 2025 | +30.17% |
| 2026 | −6.13% |
| Metric | Value |
|---|---|
| 52-Week High | $183.11 (2026-02-12) |
| 52-Week Low | $125.00 (2026-05-20) |
| Current Price | $151.82 |
| 200-Day Moving Average | $151.48 |
| Price vs 200DMA | +0.23% |
| 3-Year Maximum Drawdown | −30.11% (2026-05-15) |
| Current Drawdown from 52W High | −17.09% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 78.4 |
| 3-Year Excess Return vs S&P 500 | −36.53% |
| RS Peak | 106.2 (Sep 2025) |
| RS Trough | 66.8 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ALLE's return for this report period?
ALLE returned −2.21% in the latest monthly window ending 2026-09-01.
Has ALLE outperformed SPY year to date?
YTD ALLE: −4.65% vs SPY: +11.71%.
What is ALLE's 12-month return?
−10.59% over the trailing 12 months.
Is ALLE above or below its 200-day moving average?
Price is +0.23% versus 200DMA ($151.48).
What is the maximum drawdown in the 3-year window?
−30.11% on 2026-05-15.