DJI monthly performance report
Explore DJI's monthly returns, drawdown, and seasonality trends — updated every month.
DJI monthly report
—
Key takeaways
- DJI (DJI) closed September 2026 at $51,682.64, down 2.83% for the month and +12.01% over the trailing 12 months.
- Year-to-date, DJI is +7.53%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +3.35% versus its 200-day moving average ($50,008.17), a bullish technical signal.
- Over the past three years, DJI has underperformed the S&P 500 by −22.43%, with a relative strength index reading of 86.9.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
DJI ended September 2026 at $51,682.64, posting a monthly return of −2.83%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −2.13%.
The current quarter stands at −1.22% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.35% versus the 200-day moving average ($50,008.17).
Year-to-date, DJI is +7.53% against SPY +11.70%, a gap of −4.17%. The stock is currently −5.59% below its 52-week high, with maximum 3-year drawdown at −16.37%.
| Period | DJI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.18% | −0.12% | −0.06% |
| 1 Week | −1.69% | −0.34% | −1.35% |
| 1 Month | −2.83% | −0.70% | −2.13% |
| 3 Months | −0.61% | +2.80% | −3.41% |
| 6 Months | +11.01% | +13.85% | −2.84% |
| YTD | +7.53% | +11.70% | −4.17% |
| 12 Months | +12.01% | +15.01% | −3.01% |
| 3 Years | +49.27% | +71.69% | −22.43% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +8.77% |
| #2 | Nov 2024 | +7.54% |
| #3 | Apr 2026 | +7.14% |
| #4 | Dec 2023 | +4.84% |
| #5 | Jan 2025 | +4.70% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −5.38% |
| #2 | Dec 2024 | −5.27% |
| #3 | Apr 2024 | −5.00% |
| #4 | Mar 2025 | −4.20% |
| #5 | Sep 2023 | −3.50% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.98% |
| Q3 2025 | +5.22% |
| Q4 2025 | +3.59% |
| Q1 2026 | −3.58% |
| Q2 2026 | +12.90% |
| Q3 2026 (QTD) | −1.22% |
| Year | Return |
|---|---|
| 2023 | +13.70% |
| 2024 | +12.88% |
| 2025 | +12.97% |
| 2026 | +7.53% |
| Metric | Value |
|---|---|
| 52-Week High | $54,744.33 (2026-08-05) |
| 52-Week Low | $45,057.28 (2026-03-30) |
| Current Price | $51,682.64 |
| 200-Day Moving Average | $50,008.17 |
| Price vs 200DMA | +3.35% |
| 3-Year Maximum Drawdown | −16.37% (2025-04-08) |
| Current Drawdown from 52W High | −5.59% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.9 |
| 3-Year Excess Return vs S&P 500 | −22.43% |
| RS Peak | 102.7 (Jan 2024) |
| RS Trough | 85.7 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DJI's return for this report period?
DJI returned −2.83% in the latest monthly window ending 2026-09-18.
Has DJI outperformed SPY year to date?
YTD DJI: +7.53% vs SPY: +11.70%.
What is DJI's 12-month return?
+12.01% over the trailing 12 months.
Is DJI above or below its 200-day moving average?
Price is +3.35% versus 200DMA ($50,008.17).
What is the maximum drawdown in the 3-year window?
−16.37% on 2025-04-08.