BAX monthly performance report
Monthly BAX research: returns, drawdown, relative strength, seasonality, and key stats.
BAX monthly report
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Key takeaways
- Baxter International (BAX) closed September 2026 at $24.86, down 4.38% for the month and +3.20% over the trailing 12 months.
- Year-to-date, BAX is +30.09%, outperforming the S&P 500 which has returned +12.32% YTD.
- The stock is trading +22.45% versus its 200-day moving average ($20.30), a bullish technical signal.
- Over the past three years, BAX has underperformed the S&P 500 by −107.64%, with a relative strength index reading of 37.4.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Baxter International ended September 2026 at $24.86, posting a monthly return of −4.38%. The S&P 500 returned −0.14% over the same window, leaving relative performance at −4.24%.
The current quarter stands at +16.60% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +22.45% versus the 200-day moving average ($20.30).
Year-to-date, BAX is +30.09% against SPY +12.32%, a gap of +17.76%. The stock is currently −17.13% below its 52-week high, with maximum 3-year drawdown at −63.90%.
| Period | BAX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −3.76% | −0.55% | −3.21% |
| 1 Week | −4.13% | −0.44% | −3.69% |
| 1 Month | −4.38% | −0.14% | −4.24% |
| 3 Months | +34.09% | +1.17% | +32.92% |
| 6 Months | +30.64% | +11.80% | +18.84% |
| YTD | +30.09% | +12.32% | +17.76% |
| 12 Months | +3.20% | +18.05% | −14.86% |
| 3 Years | −35.71% | +71.92% | −107.64% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +22.70% |
| #2 | Jun 2026 | +13.53% |
| #3 | Aug 2025 | +13.47% |
| #4 | Jan 2025 | +11.66% |
| #5 | Nov 2023 | +11.26% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −28.14% |
| #2 | Oct 2025 | −18.88% |
| #3 | Mar 2026 | −17.53% |
| #4 | May 2024 | −15.56% |
| #5 | Oct 2023 | −14.07% |
| Quarter | Return |
|---|---|
| Q2 2025 | −11.54% |
| Q3 2025 | −24.80% |
| Q4 2025 | −16.07% |
| Q1 2026 | −12.09% |
| Q2 2026 | +26.90% |
| Q3 2026 (QTD) | +16.60% |
| Year | Return |
|---|---|
| 2023 | −24.15% |
| 2024 | −24.57% |
| 2025 | −34.47% |
| 2026 | +30.09% |
| Metric | Value |
|---|---|
| 52-Week High | $30.00 (2026-07-30) |
| 52-Week Low | $15.73 (2026-03-30) |
| Current Price | $24.86 |
| 200-Day Moving Average | $20.30 |
| Price vs 200DMA | +22.45% |
| 3-Year Maximum Drawdown | −63.90% (2026-03-30) |
| Current Drawdown from 52W High | −17.13% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 37.4 |
| 3-Year Excess Return vs S&P 500 | −107.64% |
| RS Peak | 101.8 (Sep 2023) |
| RS Trough | 26.7 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BAX's return for this report period?
BAX returned −4.38% in the latest monthly window ending 2026-09-08.
Has BAX outperformed SPY year to date?
YTD BAX: +30.09% vs SPY: +12.32%.
What is BAX's 12-month return?
+3.20% over the trailing 12 months.
Is BAX above or below its 200-day moving average?
Price is +22.45% versus 200DMA ($20.30).
What is the maximum drawdown in the 3-year window?
−63.90% on 2026-03-30.