DIA monthly performance report
Monthly DIA research: returns, drawdown, relative strength, seasonality, and key stats.
DIA monthly report
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Key takeaways
- DIA (DIA) closed September 2026 at $534.08, up 0.47% for the month and +16.85% over the trailing 12 months.
- Year-to-date, DIA is +11.13%, underperforming the S&P 500 which has returned +12.94% YTD.
- The stock is trading +7.38% versus its 200-day moving average ($497.37), a bullish technical signal.
- Over the past three years, DIA has underperformed the S&P 500 by −17.66%, with a relative strength index reading of 89.8.
- Win rate over the trailing 39 months stands at 74.4% — 29 positive months versus 10 negative months.
DIA ended September 2026 at $534.08, posting a monthly return of +0.47%. The S&P 500 returned +0.41% over the same window, leaving relative performance at +0.06%.
The current quarter stands at +1.97% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.38% versus the 200-day moving average ($497.37).
Year-to-date, DIA is +11.13% against SPY +12.94%, a gap of −1.81%. The stock is currently −2.32% below its 52-week high, with maximum 3-year drawdown at −16.51%.
| Period | DIA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.65% | +0.66% | −0.01% |
| 1 Week | −0.03% | −0.12% | +0.09% |
| 1 Month | +0.47% | +0.41% | +0.06% |
| 3 Months | +4.43% | +2.11% | +2.31% |
| 6 Months | +9.07% | +13.21% | −4.14% |
| YTD | +11.13% | +12.94% | −1.81% |
| 12 Months | +16.85% | +18.65% | −1.80% |
| 3 Years | +53.04% | +70.70% | −17.66% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +8.79% |
| #2 | Nov 2024 | +7.25% |
| #3 | Apr 2026 | +6.58% |
| #4 | Dec 2023 | +4.68% |
| #5 | Jun 2025 | +4.59% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −5.57% |
| #2 | Apr 2024 | −4.95% |
| #3 | Mar 2025 | −4.47% |
| #4 | Mar 2026 | −4.37% |
| #5 | Sep 2023 | −4.28% |
| Quarter | Return |
|---|---|
| Q2 2025 | +5.13% |
| Q3 2025 | +7.17% |
| Q4 2025 | +4.41% |
| Q1 2026 | −2.78% |
| Q2 2026 | +11.81% |
| Q3 2026 (QTD) | +1.97% |
| Year | Return |
|---|---|
| 2023 | +13.74% |
| 2024 | +12.81% |
| 2025 | +16.52% |
| 2026 | +10.84% |
| Metric | Value |
|---|---|
| 52-Week High | $546.75 (2026-08-05) |
| 52-Week Low | $450.16 (2025-09-02) |
| Current Price | $534.08 |
| 200-Day Moving Average | $497.37 |
| Price vs 200DMA | +7.38% |
| 3-Year Maximum Drawdown | −16.51% (2025-04-08) |
| Current Drawdown from 52W High | −2.32% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.8 |
| 3-Year Excess Return vs S&P 500 | −17.66% |
| RS Peak | 103.8 (Jan 2024) |
| RS Trough | 86.7 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DIA's return for this report period?
DIA returned +0.47% in the latest monthly window ending 2026-09-04.
Has DIA outperformed SPY year to date?
YTD DIA: +11.13% vs SPY: +12.94%.
What is DIA's 12-month return?
+16.85% over the trailing 12 months.
Is DIA above or below its 200-day moving average?
Price is +7.38% versus 200DMA ($497.37).
What is the maximum drawdown in the 3-year window?
−16.51% on 2025-04-08.