DIS monthly performance report
Explore DIS's monthly returns, drawdown, and seasonality trends — updated every month.
DIS monthly report
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Key takeaways
- Walt Disney Company (The) (DIS) closed September 2026 at $102.67, down 4.54% for the month and −10.61% over the trailing 12 months.
- Year-to-date, DIS is −9.76%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −1.31% versus its 200-day moving average ($104.03), a cautious technical signal.
- Over the past three years, DIS has underperformed the S&P 500 by −50.94%, with a relative strength index reading of 70.3.
- Win rate over the trailing 39 months stands at 38.5% — 15 positive months versus 24 negative months.
Walt Disney Company (The) ended September 2026 at $102.67, posting a monthly return of −4.54%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −3.84%.
The current quarter stands at +6.67% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.31% versus the 200-day moving average ($104.03).
Year-to-date, DIS is −9.76% against SPY +11.70%, a gap of −21.45%. The stock is currently −12.32% below its 52-week high, with maximum 3-year drawdown at −33.46%.
| Period | DIS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.54% | −0.12% | −2.42% |
| 1 Week | −3.64% | −0.34% | −3.30% |
| 1 Month | −4.54% | −0.70% | −3.84% |
| 3 Months | +1.37% | +2.80% | −1.43% |
| 6 Months | +3.40% | +13.85% | −10.45% |
| YTD | −9.76% | +11.70% | −21.45% |
| 12 Months | −10.61% | +15.01% | −25.63% |
| 3 Years | +20.76% | +71.69% | −50.94% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | +24.29% |
| #2 | Nov 2024 | +22.11% |
| #3 | Feb 2024 | +16.17% |
| #4 | Nov 2023 | +13.60% |
| #5 | Aug 2026 | +11.81% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −13.27% |
| #2 | Apr 2024 | −9.20% |
| #3 | Mar 2026 | −9.11% |
| #4 | Apr 2025 | −7.85% |
| #5 | Nov 2025 | −7.24% |
| Quarter | Return |
|---|---|
| Q2 2025 | +25.64% |
| Q3 2025 | −7.67% |
| Q4 2025 | −0.64% |
| Q1 2026 | −15.29% |
| Q2 2026 | −0.13% |
| Q3 2026 (QTD) | +6.67% |
| Year | Return |
|---|---|
| 2023 | +3.92% |
| 2024 | +23.32% |
| 2025 | +2.17% |
| 2026 | −9.76% |
| Metric | Value |
|---|---|
| 52-Week High | $117.09 (2025-11-12) |
| 52-Week Low | $92.19 (2026-03-27) |
| Current Price | $102.67 |
| 200-Day Moving Average | $104.03 |
| Price vs 200DMA | −1.31% |
| 3-Year Maximum Drawdown | −33.46% (2025-04-08) |
| Current Drawdown from 52W High | −12.32% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 70.3 |
| 3-Year Excess Return vs S&P 500 | −50.94% |
| RS Peak | 123.5 (Apr 2024) |
| RS Trough | 65.6 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DIS's return for this report period?
DIS returned −4.54% in the latest monthly window ending 2026-09-18.
Has DIS outperformed SPY year to date?
YTD DIS: −9.76% vs SPY: +11.70%.
What is DIS's 12-month return?
−10.61% over the trailing 12 months.
Is DIS above or below its 200-day moving average?
Price is −1.31% versus 200DMA ($104.03).
What is the maximum drawdown in the 3-year window?
−33.46% on 2025-04-08.