AOS monthly performance report
Explore AOS's monthly returns, drawdown, and seasonality trends — updated every month.
AOS monthly report
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Key takeaways
- A. O. Smith (AOS) closed November 2026 at $64.24, up 1.86% for the month and −2.80% over the trailing 12 months.
- Year-to-date, AOS is −3.95%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +1.70% versus its 200-day moving average ($63.17), a bullish technical signal.
- Over the past three years, AOS has underperformed the S&P 500 by −83.83%, with a relative strength index reading of 51.1.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
A. O. Smith ended November 2026 at $64.24, posting a monthly return of +1.86%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.03%.
The current quarter stands at +13.96% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +1.70% versus the 200-day moving average ($63.17).
Year-to-date, AOS is −3.95% against SPY +10.62%, a gap of −14.57%. The stock is currently −21.53% below its 52-week high, with maximum 3-year drawdown at −39.83%.
| Period | AOS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.41% | −0.36% | +0.77% |
| 1 Week | −0.48% | +2.59% | −3.08% |
| 1 Month | +1.86% | −0.18% | +2.03% |
| 3 Months | +4.63% | −2.37% | +6.99% |
| 6 Months | +10.82% | +0.83% | +9.99% |
| YTD | −3.95% | +10.62% | −14.57% |
| 12 Months | −2.80% | +12.25% | −15.05% |
| 3 Years | −12.46% | +71.37% | −83.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +11.89% |
| #2 | Jun 2026 | +10.58% |
| #3 | Jan 2026 | +9.88% |
| #4 | Dec 2023 | +9.39% |
| #5 | Nov 2023 | +8.03% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2024 | −16.40% |
| #2 | Mar 2026 | −15.46% |
| #3 | Oct 2025 | −10.11% |
| #4 | Sep 2023 | −8.79% |
| #5 | Dec 2024 | −8.43% |
| Quarter | Return |
|---|---|
| Q3 2025 | +11.96% |
| Q4 2025 | −8.90% |
| Q1 2026 | −1.41% |
| Q2 2026 | −4.88% |
| Q3 2026 | −10.12% |
| Q4 2026 (QTD) | +13.96% |
| Year | Return |
|---|---|
| 2023 | +44.03% |
| 2024 | −17.26% |
| 2025 | −1.95% |
| 2026 | −3.95% |
| Metric | Value |
|---|---|
| 52-Week High | $81.87 (2026-02-12) |
| 52-Week Low | $54.16 (2026-05-20) |
| Current Price | $64.24 |
| 200-Day Moving Average | $63.17 |
| Price vs 200DMA | +1.70% |
| 3-Year Maximum Drawdown | −39.83% (2026-10-07) |
| Current Drawdown from 52W High | −21.53% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 51.1 |
| 3-Year Excess Return vs S&P 500 | −83.83% |
| RS Peak | 104.3 (Apr 2024) |
| RS Trough | 42.7 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AOS's return for this report period?
AOS returned +1.86% in the latest monthly window ending 2026-11-13.
Has AOS outperformed SPY year to date?
YTD AOS: −3.95% vs SPY: +10.62%.
What is AOS's 12-month return?
−2.80% over the trailing 12 months.
Is AOS above or below its 200-day moving average?
Price is +1.70% versus 200DMA ($63.17).
What is the maximum drawdown in the 3-year window?
−39.83% on 2026-10-07.