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 August 2026 at $99.12, down 5.08% for the month and +56.29% over the trailing 12 months.
- Year-to-date, CVS is +24.90%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.14% versus its 200-day moving average ($84.61), a bullish technical signal.
- Over the past three years, CVS has underperformed the S&P 500 by −36.30%, with a relative strength index reading of 78.5.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
CVS Health ended August 2026 at $99.12, posting a monthly return of −5.08%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −8.13%.
The current quarter stands at −4.67% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.14% versus the 200-day moving average ($84.61).
Year-to-date, CVS is +24.90% against SPY +12.89%, a gap of +12.01%. The stock is currently −10.44% below its 52-week high, with maximum 3-year drawdown at −46.23%.
| Period | CVS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −5.08% | −0.20% | −4.88% |
| 1 Week | −9.35% | +3.90% | −13.25% |
| 1 Month | −5.08% | +3.05% | −8.13% |
| 3 Months | +19.01% | +7.11% | +11.89% |
| 6 Months | +31.42% | +10.70% | +20.73% |
| YTD | +24.90% | +12.89% | +12.01% |
| 12 Months | +56.29% | +22.58% | +33.71% |
| 3 Years | +35.99% | +72.29% | −36.30% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2025 | +25.21% |
| #2 | Aug 2025 | +17.38% |
| #3 | Feb 2025 | +17.19% |
| #4 | Dec 2023 | +16.27% |
| #5 | Apr 2026 | +15.58% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −24.81% |
| #2 | Apr 2024 | −15.08% |
| #3 | Aug 2023 | −12.83% |
| #4 | May 2025 | −11.67% |
| #5 | Oct 2024 | −10.38% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.66% |
| Q3 2025 | +9.49% |
| Q4 2025 | +6.03% |
| Q1 2026 | −9.20% |
| Q2 2026 | +43.05% |
| Q3 2026 (QTD) | −4.67% |
| Year | Return |
|---|---|
| 2023 | −10.33% |
| 2024 | −31.97% |
| 2025 | +65.56% |
| 2026 | +23.82% |
| Metric | Value |
|---|---|
| 52-Week High | $110.68 (2026-07-22) |
| 52-Week Low | $61.35 (2025-08-05) |
| Current Price | $99.12 |
| 200-Day Moving Average | $84.61 |
| Price vs 200DMA | +17.14% |
| 3-Year Maximum Drawdown | −46.23% (2024-12-19) |
| Current Drawdown from 52W High | −10.44% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 78.5 |
| 3-Year Excess Return vs S&P 500 | −36.30% |
| RS Peak | 106.1 (Jan 2024) |
| RS Trough | 44.4 (Dec 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CVS's return for this report period?
CVS returned −5.08% in the latest monthly window ending 2026-08-05.
Has CVS outperformed SPY year to date?
YTD CVS: +24.90% vs SPY: +12.89%.
What is CVS's 12-month return?
+56.29% over the trailing 12 months.
Is CVS above or below its 200-day moving average?
Price is +17.14% versus 200DMA ($84.61).
What is the maximum drawdown in the 3-year window?
−46.23% on 2024-12-19.