CVS monthly performance report
Monthly CVS research: returns, drawdown, relative strength, seasonality, and key stats.
CVS monthly report
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Key takeaways
- CVS Health (CVS) closed September 2026 at $95.29, up 1.47% for the month and +28.82% over the trailing 12 months.
- Year-to-date, CVS is +20.07%, outperforming the S&P 500 which has returned +11.13% YTD.
- The stock is trading +10.30% versus its 200-day moving average ($86.39), a bullish technical signal.
- Over the past three years, CVS has underperformed the S&P 500 by −25.37%, with a relative strength index reading of 82.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 17 negative months.
CVS Health ended September 2026 at $95.29, posting a monthly return of +1.47%. The S&P 500 returned −1.20% over the same window, leaving relative performance at +2.67%.
The current quarter stands at −7.89% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.30% versus the 200-day moving average ($86.39).
Year-to-date, CVS is +20.07% against SPY +11.13%, a gap of +8.94%. The stock is currently −13.90% below its 52-week high, with maximum 3-year drawdown at −46.23%.
| Period | CVS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.09% | −0.60% | +0.51% |
| 1 Week | +1.47% | −0.52% | +1.99% |
| 1 Month | +1.47% | −1.20% | +2.67% |
| 3 Months | +0.50% | +2.82% | −2.32% |
| 6 Months | +18.27% | +12.71% | +5.56% |
| YTD | +20.07% | +11.13% | +8.94% |
| 12 Months | +28.82% | +16.19% | +12.63% |
| 3 Years | +44.73% | +70.10% | −25.37% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2025 | +25.82% |
| #2 | Aug 2025 | +17.79% |
| #3 | Feb 2025 | +16.36% |
| #4 | Dec 2023 | +16.20% |
| #5 | Apr 2026 | +15.97% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −25.00% |
| #2 | Apr 2024 | −15.11% |
| #3 | Aug 2023 | −12.75% |
| #4 | May 2024 | −11.98% |
| #5 | Oct 2024 | −10.21% |
| Quarter | Return |
|---|---|
| Q2 2025 | +1.82% |
| Q3 2025 | +9.29% |
| Q4 2025 | +5.27% |
| Q1 2026 | −9.50% |
| Q2 2026 | +44.04% |
| Q3 2026 (QTD) | −7.89% |
| Year | Return |
|---|---|
| 2023 | −15.27% |
| 2024 | −43.15% |
| 2025 | +76.79% |
| 2026 | +20.07% |
| Metric | Value |
|---|---|
| 52-Week High | $110.68 (2026-07-22) |
| 52-Week Low | $69.51 (2026-03-30) |
| Current Price | $95.29 |
| 200-Day Moving Average | $86.39 |
| Price vs 200DMA | +10.30% |
| 3-Year Maximum Drawdown | −46.23% (2024-12-19) |
| Current Drawdown from 52W High | −13.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 82 |
| 3-Year Excess Return vs S&P 500 | −25.37% |
| RS Peak | 113.5 (Jan 2024) |
| RS Trough | 47.5 (Dec 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CVS's return for this report period?
CVS returned +1.47% in the latest monthly window ending 2026-09-10.
Has CVS outperformed SPY year to date?
YTD CVS: +20.07% vs SPY: +11.13%.
What is CVS's 12-month return?
+28.82% over the trailing 12 months.
Is CVS above or below its 200-day moving average?
Price is +10.30% versus 200DMA ($86.39).
What is the maximum drawdown in the 3-year window?
−46.23% on 2024-12-19.