BMY monthly performance report
Monthly BMY research: returns, drawdown, relative strength, seasonality, and key stats.
BMY monthly report
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Key takeaways
- Bristol Myers Squibb (BMY) closed September 2026 at $66.82, up 0.01% for the month and +43.11% over the trailing 12 months.
- Year-to-date, BMY is +23.88%, outperforming the S&P 500 which has returned +12.94% YTD.
- The stock is trading +15.50% versus its 200-day moving average ($57.85), a bullish technical signal.
- Over the past three years, BMY has underperformed the S&P 500 by −62.96%, with a relative strength index reading of 64.3.
- 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 $66.82, posting a monthly return of +0.01%. The S&P 500 returned +0.41% over the same window, leaving relative performance at −0.39%.
The current quarter stands at +13.24% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +15.50% versus the 200-day moving average ($57.85).
Year-to-date, BMY is +23.88% against SPY +12.94%, a gap of +10.93%. The stock is currently −2.65% below its 52-week high, with maximum 3-year drawdown at −34.79%.
| Period | BMY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.24% | +0.66% | −1.90% |
| 1 Week | −1.11% | −0.12% | −0.99% |
| 1 Month | +0.01% | +0.41% | −0.39% |
| 3 Months | +22.70% | +2.11% | +20.58% |
| 6 Months | +7.19% | +13.21% | −6.02% |
| YTD | +23.88% | +12.94% | +10.93% |
| 12 Months | +43.11% | +18.65% | +24.46% |
| 3 Years | +7.74% | +70.70% | −62.96% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +14.19% |
| #2 | Jul 2026 | +13.35% |
| #3 | Feb 2026 | +13.28% |
| #4 | Dec 2025 | +9.57% |
| #5 | Aug 2025 | +8.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −18.88% |
| #2 | Apr 2025 | −17.39% |
| #3 | Oct 2023 | −11.17% |
| #4 | May 2024 | −6.55% |
| #5 | Jul 2025 | −6.38% |
| Quarter | Return |
|---|---|
| Q2 2025 | −23.21% |
| Q3 2025 | −3.42% |
| Q4 2025 | +16.86% |
| Q1 2026 | +13.96% |
| Q2 2026 | −5.34% |
| Q3 2026 (QTD) | +13.24% |
| Year | Return |
|---|---|
| 2023 | −29.58% |
| 2024 | +8.10% |
| 2025 | −7.10% |
| 2026 | +22.17% |
| Metric | Value |
|---|---|
| 52-Week High | $68.64 (2026-08-19) |
| 52-Week Low | $42.52 (2025-10-29) |
| Current Price | $66.82 |
| 200-Day Moving Average | $57.85 |
| Price vs 200DMA | +15.50% |
| 3-Year Maximum Drawdown | −34.79% (2024-07-05) |
| Current Drawdown from 52W High | −2.65% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 64.3 |
| 3-Year Excess Return vs S&P 500 | −62.96% |
| RS Peak | 101.8 (Sep 2023) |
| RS Trough | 45.9 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BMY's return for this report period?
BMY returned +0.01% in the latest monthly window ending 2026-09-04.
Has BMY outperformed SPY year to date?
YTD BMY: +23.88% vs SPY: +12.94%.
What is BMY's 12-month return?
+43.11% over the trailing 12 months.
Is BMY above or below its 200-day moving average?
Price is +15.50% versus 200DMA ($57.85).
What is the maximum drawdown in the 3-year window?
−34.79% on 2024-07-05.