BMY monthly performance report
View BMY's monthly returns, drawdown, and seasonality trends — updated every month.
BMY monthly report
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Key takeaways
- Bristol Myers Squibb (BMY) closed September 2026 at $63.06, down 5.61% for the month and +38.29% over the trailing 12 months.
- Year-to-date, BMY is +16.91%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +7.61% versus its 200-day moving average ($58.60), a bullish technical signal.
- Over the past three years, BMY has underperformed the S&P 500 by −64.05%, with a relative strength index reading of 62.7.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Bristol Myers Squibb ended September 2026 at $63.06, posting a monthly return of −5.61%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.91%.
The current quarter stands at +9.44% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.61% versus the 200-day moving average ($58.60).
Year-to-date, BMY is +16.91% against SPY +11.70%, a gap of +5.21%. The stock is currently −8.13% below its 52-week high, with maximum 3-year drawdown at −32.96%.
| Period | BMY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.35% | −0.12% | +0.47% |
| 1 Week | −0.91% | −0.34% | −0.57% |
| 1 Month | −5.61% | −0.70% | −4.91% |
| 3 Months | +12.77% | +2.80% | +9.97% |
| 6 Months | +6.74% | +13.85% | −7.11% |
| YTD | +16.91% | +11.70% | +5.21% |
| 12 Months | +38.29% | +15.01% | +23.28% |
| 3 Years | +7.65% | +71.69% | −64.05% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +14.52% |
| #2 | Jul 2026 | +13.35% |
| #3 | Feb 2026 | +13.30% |
| #4 | Dec 2025 | +9.63% |
| #5 | Aug 2025 | +8.94% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −18.97% |
| #2 | Apr 2025 | −17.69% |
| #3 | Oct 2023 | −11.22% |
| #4 | May 2024 | −6.49% |
| #5 | Jul 2025 | −6.44% |
| Quarter | Return |
|---|---|
| Q2 2025 | −24.10% |
| Q3 2025 | −2.57% |
| Q4 2025 | +19.60% |
| Q1 2026 | +12.44% |
| Q2 2026 | −5.00% |
| Q3 2026 (QTD) | +9.44% |
| Year | Return |
|---|---|
| 2023 | −28.69% |
| 2024 | +10.23% |
| 2025 | −4.63% |
| 2026 | +16.91% |
| Metric | Value |
|---|---|
| 52-Week High | $68.64 (2026-08-19) |
| 52-Week Low | $42.52 (2025-10-29) |
| Current Price | $63.06 |
| 200-Day Moving Average | $58.60 |
| Price vs 200DMA | +7.61% |
| 3-Year Maximum Drawdown | −32.96% (2024-07-05) |
| Current Drawdown from 52W High | −8.13% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 62.7 |
| 3-Year Excess Return vs S&P 500 | −64.05% |
| RS Peak | 104.1 (Sep 2023) |
| RS Trough | 46.9 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BMY's return for this report period?
BMY returned −5.61% in the latest monthly window ending 2026-09-18.
Has BMY outperformed SPY year to date?
YTD BMY: +16.91% vs SPY: +11.70%.
What is BMY's 12-month return?
+38.29% over the trailing 12 months.
Is BMY above or below its 200-day moving average?
Price is +7.61% versus 200DMA ($58.60).
What is the maximum drawdown in the 3-year window?
−32.96% on 2024-07-05.