DIA monthly performance report
Explore DIA's monthly returns, drawdown, and seasonality trends — updated every month.
DIA monthly report
—
Key takeaways
- DIA (DIA) closed September 2026 at $518.35, down 2.49% for the month and +12.38% over the trailing 12 months.
- Year-to-date, DIA is +7.86%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +3.78% versus its 200-day moving average ($499.48), a bullish technical signal.
- Over the past three years, DIA has underperformed the S&P 500 by −22.25%, with a relative strength index reading of 87.1.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
DIA ended September 2026 at $518.35, posting a monthly return of −2.49%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −1.91%.
The current quarter stands at −0.77% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.78% versus the 200-day moving average ($499.48).
Year-to-date, DIA is +7.86% against SPY +11.83%, a gap of −3.97%. The stock is currently −5.19% below its 52-week high, with maximum 3-year drawdown at −16.51%.
| Period | DIA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.61% | +1.13% | −0.53% |
| 1 Week | −0.46% | +0.63% | −1.09% |
| 1 Month | −2.49% | −0.58% | −1.91% |
| 3 Months | +1.03% | +1.64% | −0.60% |
| 6 Months | +9.17% | +15.15% | −5.98% |
| YTD | +7.86% | +11.83% | −3.97% |
| 12 Months | +12.38% | +15.69% | −3.31% |
| 3 Years | +49.75% | +72.00% | −22.25% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +8.93% |
| #2 | Nov 2024 | +7.76% |
| #3 | Apr 2026 | +7.22% |
| #4 | Dec 2023 | +4.69% |
| #5 | Jan 2025 | +4.67% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −5.46% |
| #2 | Mar 2026 | −5.41% |
| #3 | Apr 2024 | −4.94% |
| #4 | Mar 2025 | −4.22% |
| #5 | Sep 2023 | −3.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.95% |
| Q3 2025 | +5.24% |
| Q4 2025 | +3.63% |
| Q1 2026 | −3.62% |
| Q2 2026 | +12.78% |
| Q3 2026 (QTD) | −0.77% |
| Year | Return |
|---|---|
| 2023 | +13.74% |
| 2024 | +12.90% |
| 2025 | +12.94% |
| 2026 | +7.86% |
| Metric | Value |
|---|---|
| 52-Week High | $546.75 (2026-08-05) |
| 52-Week Low | $450.45 (2026-03-30) |
| Current Price | $518.35 |
| 200-Day Moving Average | $499.48 |
| Price vs 200DMA | +3.78% |
| 3-Year Maximum Drawdown | −16.51% (2025-04-08) |
| Current Drawdown from 52W High | −5.19% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 87.1 |
| 3-Year Excess Return vs S&P 500 | −22.25% |
| RS Peak | 102.7 (Jan 2024) |
| RS Trough | 85.8 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DIA's return for this report period?
DIA returned −2.49% in the latest monthly window ending 2026-09-17.
Has DIA outperformed SPY year to date?
YTD DIA: +7.86% vs SPY: +11.83%.
What is DIA's 12-month return?
+12.38% over the trailing 12 months.
Is DIA above or below its 200-day moving average?
Price is +3.78% versus 200DMA ($499.48).
What is the maximum drawdown in the 3-year window?
−16.51% on 2025-04-08.