CARR monthly performance report
Explore CARR's monthly returns, drawdown, and seasonality trends — updated every month.
CARR monthly report
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Key takeaways
- Carrier Global (CARR) closed September 2026 at $54.26, down 6.80% for the month and −10.95% over the trailing 12 months.
- Year-to-date, CARR is +2.69%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −11.50% versus its 200-day moving average ($61.31), a cautious technical signal.
- Over the past three years, CARR has underperformed the S&P 500 by −70.44%, with a relative strength index reading of 58.7.
- Win rate over the trailing 39 months stands at 43.6% — 17 positive months versus 22 negative months.
Carrier Global ended September 2026 at $54.26, posting a monthly return of −6.80%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −5.11%.
The current quarter stands at −26.03% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −11.50% versus the 200-day moving average ($61.31).
Year-to-date, CARR is +2.69% against SPY +10.58%, a gap of −7.89%. The stock is currently −29.31% below its 52-week high, with maximum 3-year drawdown at −39.08%.
| Period | CARR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.30% | −0.44% | −1.86% |
| 1 Week | −6.37% | −1.10% | −5.27% |
| 1 Month | −6.80% | −1.69% | −5.11% |
| 3 Months | −22.20% | −0.10% | −22.09% |
| 6 Months | −7.14% | +13.21% | −20.35% |
| YTD | +2.69% | +10.58% | −7.89% |
| 12 Months | −10.95% | +14.25% | −25.20% |
| 3 Years | −0.37% | +70.07% | −70.44% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +19.79% |
| #2 | Apr 2026 | +19.29% |
| #3 | Jun 2026 | +14.84% |
| #4 | May 2025 | +13.85% |
| #5 | Jan 2026 | +12.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | −15.73% |
| #2 | Oct 2023 | −13.66% |
| #3 | Mar 2026 | −12.56% |
| #4 | Dec 2024 | −11.77% |
| #5 | Oct 2024 | −9.65% |
| Quarter | Return |
|---|---|
| Q2 2025 | +15.44% |
| Q3 2025 | −18.43% |
| Q4 2025 | −11.49% |
| Q1 2026 | +6.57% |
| Q2 2026 | +30.26% |
| Q3 2026 (QTD) | −26.03% |
| Year | Return |
|---|---|
| 2023 | +39.27% |
| 2024 | +18.82% |
| 2025 | −22.59% |
| 2026 | +2.69% |
| Metric | Value |
|---|---|
| 52-Week High | $76.76 (2026-06-25) |
| 52-Week Low | $50.24 (2026-01-06) |
| Current Price | $54.26 |
| 200-Day Moving Average | $61.31 |
| Price vs 200DMA | −11.50% |
| 3-Year Maximum Drawdown | −39.08% (2025-11-20) |
| Current Drawdown from 52W High | −29.31% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 58.7 |
| 3-Year Excess Return vs S&P 500 | −70.44% |
| RS Peak | 116 (Oct 2024) |
| RS Trough | 58.7 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CARR's return for this report period?
CARR returned −6.80% in the latest monthly window ending 2026-09-16.
Has CARR outperformed SPY year to date?
YTD CARR: +2.69% vs SPY: +10.58%.
What is CARR's 12-month return?
−10.95% over the trailing 12 months.
Is CARR above or below its 200-day moving average?
Price is −11.50% versus 200DMA ($61.31).
What is the maximum drawdown in the 3-year window?
−39.08% on 2025-11-20.