AOS monthly performance report
Monthly AOS research: returns, drawdown, relative strength, seasonality, and key stats.
AOS monthly report
—
Key takeaways
- A. O. Smith (AOS) closed August 2026 at $63.18, up 5.07% for the month and −10.15% over the trailing 12 months.
- Year-to-date, AOS is −5.53%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −4.25% versus its 200-day moving average ($65.99), a cautious technical signal.
- Over the past three years, AOS has underperformed the S&P 500 by −85.31%, with a relative strength index reading of 50.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
A. O. Smith ended August 2026 at $63.18, posting a monthly return of +5.07%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.03%.
The current quarter stands at +0.12% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.25% versus the 200-day moving average ($65.99).
Year-to-date, AOS is −5.53% against SPY +12.89%, a gap of −18.42%. The stock is currently −22.83% below its 52-week high, with maximum 3-year drawdown at −39.36%.
| Period | AOS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.30% | −0.20% | −0.10% |
| 1 Week | −1.30% | +3.90% | −5.20% |
| 1 Month | +5.07% | +3.05% | +2.03% |
| 3 Months | +2.17% | +7.11% | −4.95% |
| 6 Months |