DIA monthly performance report
Explore DIA's monthly returns, drawdown, and seasonality trends — updated every month.
DIA monthly report
—
Key takeaways
- DIA (DIA) closed November 2026 at $523.15, up 1.16% for the month and +10.20% over the trailing 12 months.
- Year-to-date, DIA is +8.86%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +3.16% versus its 200-day moving average ($507.12), a bullish technical signal.
- Over the past three years, DIA has underperformed the S&P 500 by −19.10%, with a relative strength index reading of 88.9.
- Win rate over the trailing 39 months stands at 74.4% — 29 positive months versus 10 negative months.
DIA ended November 2026 at $523.15, posting a monthly return of +1.16%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.34%.
The current quarter stands at +2.87% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +3.16% versus the 200-day moving average ($507.12).
Year-to-date, DIA is +8.86% against SPY +10.62%, a gap of −1.76%. The stock is currently −4.32% below its 52-week high, with maximum 3-year drawdown at −16.51%.
| Period | DIA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.13% | −0.36% | +0.49% |
| 1 Week | +2.13% | +2.59% | −0.46% |
| 1 Month | +1.16% | −0.18% | +1.34% |
| 3 Months | −2.07% | −2.37% | +0.30% |
| 6 Months | +5.23% | +0.83% | +4.40% |
| YTD | +8.86% | +10.62% | −1.76% |
| 12 Months | +10.20% | +12.25% | −2.05% |
| 3 Years | +52.27% | +71.37% | −19.10% |
| 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 | Sep 2026 | −4.33% |
| #5 | Mar 2025 | −4.22% |
| Quarter | Return |
|---|---|
| Q3 2025 | +5.24% |
| Q4 2025 | +3.63% |
| Q1 2026 | −3.62% |
| Q2 2026 | +12.78% |
| Q3 2026 | −2.65% |
| Q4 2026 (QTD) | +2.87% |
| Year | Return |
|---|---|
| 2023 | +13.74% |
| 2024 | +12.90% |
| 2025 | +12.94% |
| 2026 | +8.86% |
| Metric | Value |
|---|---|
| 52-Week High | $546.75 (2026-08-05) |
| 52-Week Low | $450.45 (2026-03-30) |
| Current Price | $523.15 |
| 200-Day Moving Average | $507.12 |
| Price vs 200DMA | +3.16% |
| 3-Year Maximum Drawdown | −16.51% (2025-04-08) |
| Current Drawdown from 52W High | −4.32% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.9 |
| 3-Year Excess Return vs S&P 500 | −19.10% |
| RS Peak | 102.7 (Jan 2024) |
| RS Trough | 84.2 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DIA's return for this report period?
DIA returned +1.16% in the latest monthly window ending 2026-11-13.
Has DIA outperformed SPY year to date?
YTD DIA: +8.86% vs SPY: +10.62%.
What is DIA's 12-month return?
+10.20% over the trailing 12 months.
Is DIA above or below its 200-day moving average?
Price is +3.16% versus 200DMA ($507.12).
What is the maximum drawdown in the 3-year window?
−16.51% on 2025-04-08.