AOS monthly performance report
Monthly AOS research: returns, drawdown, relative strength, seasonality, and key stats.
AOS monthly report
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Key takeaways
- A. O. Smith (AOS) closed September 2026 at $57.39, down 2.94% for the month and −22.76% over the trailing 12 months.
- Year-to-date, AOS is −14.19%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading −11.94% versus its 200-day moving average ($65.17), a cautious technical signal.
- Over the past three years, AOS has underperformed the S&P 500 by −89.04%, with a relative strength index reading of 47.8.
- Win rate over the trailing 39 months stands at 43.6% — 17 positive months versus 22 negative months.
A. O. Smith ended September 2026 at $57.39, posting a monthly return of −2.94%. The S&P 500 returned −0.36% over the same window, leaving relative performance at −2.58%.
The current quarter stands at −8.50% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −11.94% versus the 200-day moving average ($65.17).
Year-to-date, AOS is −14.19% against SPY +12.08%, a gap of −26.27%. The stock is currently −29.90% below its 52-week high, with maximum 3-year drawdown at −39.36%.
| Period | AOS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.20% | +0.85% | +0.35% |
| 1 Week | −3.16% | −0.11% | −3.04% |
| 1 Month | −2.94% | −0.36% | −2.58% |
| 3 Months | −3.11% | +5.36% | −8.46% |
| 6 Months | −19.18% | +12.68% | −31.86% |
| YTD | −14.19% | +12.08% | −26.27% |
| 12 Months | −22.76% | +16.22% | −38.98% |
| 3 Years | −18.61% | +70.43% | −89.04% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +10.58% |
| #2 | Jan 2026 | +9.88% |
| #3 | Dec 2023 | +9.39% |
| #4 | Nov 2023 | +8.03% |
| #5 | Jul 2025 | +7.96% |
| 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 |
|---|---|
| Q2 2025 | +0.32% |
| Q3 2025 | +11.96% |
| Q4 2025 | −8.90% |
| Q1 2026 | −1.41% |
| Q2 2026 | −4.88% |
| Q3 2026 (QTD) | −8.50% |
| Year | Return |
|---|---|
| 2023 | +44.03% |
| 2024 | −17.26% |
| 2025 | −1.95% |
| 2026 | −14.19% |
| Metric | Value |
|---|---|
| 52-Week High | $81.87 (2026-02-12) |
| 52-Week Low | $54.16 (2026-05-20) |
| Current Price | $57.39 |
| 200-Day Moving Average | $65.17 |
| Price vs 200DMA | −11.94% |
| 3-Year Maximum Drawdown | −39.36% (2026-06-01) |
| Current Drawdown from 52W High | −29.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 47.8 |
| 3-Year Excess Return vs S&P 500 | −89.04% |
| RS Peak | 110.6 (Apr 2024) |
| RS Trough | 46.8 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AOS's return for this report period?
AOS returned −2.94% in the latest monthly window ending 2026-09-11.
Has AOS outperformed SPY year to date?
YTD AOS: −14.19% vs SPY: +12.08%.
What is AOS's 12-month return?
−22.76% over the trailing 12 months.
Is AOS above or below its 200-day moving average?
Price is −11.94% versus 200DMA ($65.17).
What is the maximum drawdown in the 3-year window?
−39.36% on 2026-06-01.