AXP monthly performance report
Monthly AXP research: returns, drawdown, relative strength, seasonality, and key stats.
AXP monthly report
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Key takeaways
- American Express (AXP) closed September 2026 at $326.16, down 1.21% for the month and −1.36% over the trailing 12 months.
- Year-to-date, AXP is −11.84%, underperforming the S&P 500 which has returned +12.94% YTD.
- The stock is trading −3.46% versus its 200-day moving average ($337.86), a cautious technical signal.
- Over the past three years, AXP has outperformed the S&P 500 by +33.63%, with a relative strength index reading of 118.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
American Express ended September 2026 at $326.16, posting a monthly return of −1.21%. The S&P 500 returned +0.41% over the same window, leaving relative performance at −1.62%.
The current quarter stands at −4.88% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.46% versus the 200-day moving average ($337.86).
Year-to-date, AXP is −11.84% against SPY +12.94%, a gap of −24.78%. The stock is currently −15.83% below its 52-week high, with maximum 3-year drawdown at −28.99%.
| Period | AXP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.16% | +0.66% | −1.82% |
| 1 Week | −2.97% | −0.12% | −2.85% |
| 1 Month | −1.21% | +0.41% | −1.62% |
| 3 Months | +4.88% | +2.11% | +2.77% |
| 6 Months | +6.09% | +13.21% | −7.12% |
| YTD | −11.84% | +12.94% | −24.78% |
| 12 Months | −1.36% | +18.65% | −20.01% |
| 3 Years | +104.34% | +70.70% | +33.63% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +16.57% |
| #2 | Aug 2025 | +12.67% |
| #3 | Nov 2024 | +11.89% |
| #4 | Dec 2023 | +9.77% |
| #5 | May 2025 | +9.72% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −11.83% |
| #2 | Mar 2025 | −10.74% |
| #3 | Sep 2023 | −6.21% |
| #4 | Aug 2023 | −5.93% |
| #5 | Jul 2025 | −5.56% |
| Quarter | Return |
|---|---|
| Q2 2025 | +20.02% |
| Q3 2025 | +8.20% |
| Q4 2025 | +12.12% |
| Q1 2026 | −16.17% |
| Q2 2026 | +10.94% |
| Q3 2026 (QTD) | −4.88% |
| Year | Return |
|---|---|
| 2023 | +26.69% |
| 2024 | +58.73% |
| 2025 | +32.56% |
| 2026 | −11.53% |
| Metric | Value |
|---|---|
| 52-Week High | $387.49 (2025-12-12) |
| 52-Week Low | $290.97 (2026-03-20) |
| Current Price | $326.16 |
| 200-Day Moving Average | $337.86 |
| Price vs 200DMA | −3.46% |
| 3-Year Maximum Drawdown | −28.99% (2025-04-08) |
| Current Drawdown from 52W High | −15.83% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 118.9 |
| 3-Year Excess Return vs S&P 500 | +33.63% |
| RS Peak | 157.8 (Dec 2025) |
| RS Trough | 94.4 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AXP's return for this report period?
AXP returned −1.21% in the latest monthly window ending 2026-09-04.
Has AXP outperformed SPY year to date?
YTD AXP: −11.84% vs SPY: +12.94%.
What is AXP's 12-month return?
−1.36% over the trailing 12 months.
Is AXP above or below its 200-day moving average?
Price is −3.46% versus 200DMA ($337.86).
What is the maximum drawdown in the 3-year window?
−28.99% on 2025-04-08.