D monthly performance report
Monthly D research: returns, drawdown, relative strength, seasonality, and key stats.
D monthly report
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Key takeaways
- Dominion Energy (D) closed August 2026 at $66.50, down 3.86% for the month and +10.21% over the trailing 12 months.
- Year-to-date, D is +13.50%, outperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +4.07% versus its 200-day moving average ($63.90), a bullish technical signal.
- Over the past three years, D has underperformed the S&P 500 by −38.21%, with a relative strength index reading of 78.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Dominion Energy ended August 2026 at $66.50, posting a monthly return of −3.86%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −7.08%.
The current quarter stands at −1.71% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.07% versus the 200-day moving average ($63.90).
Year-to-date, D is +13.50% against SPY +13.08%, a gap of +0.42%. The stock is currently −8.88% below its 52-week high, with maximum 3-year drawdown at −20.24%.
| Period | D | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.61% | +0.66% | −1.27% |
| 1 Week | −1.44% | +1.11% | −2.55% |
| 1 Month | −3.86% | +3.22% | −7.08% |
| 3 Months | −1.73% | +3.41% | −5.14% |
| 6 Months | +4.61% | +11.25% | −6.64% |
| YTD | +13.50% | +13.08% | +0.42% |
| 12 Months | +10.21% | +19.25% | −9.04% |
| 3 Years | +37.06% | +75.26% | −38.21% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +12.48% |
| #2 | Jul 2024 | +8.90% |
| #3 | Nov 2025 | +7.61% |
| #4 | May 2024 | +5.87% |
| #5 | Mar 2024 | +4.99% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2023 | −9.39% |
| #2 | Aug 2023 | −9.24% |
| #3 | Jun 2024 | −8.94% |
| #4 | Sep 2023 | −8.48% |
| #5 | Dec 2024 | −8.34% |
| Quarter | Return |
|---|---|
| Q2 2025 | −2.76% |
| Q3 2025 | +7.44% |
| Q4 2025 | −3.74% |
| Q1 2026 | +5.00% |
| Q2 2026 | +12.00% |
| Q3 2026 (QTD) | −1.71% |
| Year | Return |
|---|---|
| 2023 | −20.97% |
| 2024 | +17.64% |
| 2025 | +4.78% |
| 2026 | +15.58% |
| Metric | Value |
|---|---|
| 52-Week High | $72.98 (2026-07-17) |
| 52-Week Low | $55.85 (2025-12-22) |
| Current Price | $66.50 |
| 200-Day Moving Average | $63.90 |
| Price vs 200DMA | +4.07% |
| 3-Year Maximum Drawdown | −20.24% (2023-10-23) |
| Current Drawdown from 52W High | −8.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 78 |
| 3-Year Excess Return vs S&P 500 | −38.21% |
| RS Peak | 100.4 (Sep 2023) |
| RS Trough | 74.9 (Jan 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was D's return for this report period?
D returned −3.86% in the latest monthly window ending 2026-08-27.
Has D outperformed SPY year to date?
YTD D: +13.50% vs SPY: +13.08%.
What is D's 12-month return?
+10.21% over the trailing 12 months.
Is D above or below its 200-day moving average?
Price is +4.07% versus 200DMA ($63.90).
What is the maximum drawdown in the 3-year window?
−20.24% on 2023-10-23.