DOW monthly performance report
Monthly DOW research: returns, drawdown, relative strength, seasonality, and key stats.
DOW monthly report
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Key takeaways
- Dow Inc. (DOW) closed September 2026 at $29.57, down 3.11% for the month and +23.31% over the trailing 12 months.
- Year-to-date, DOW is +26.48%, outperforming the S&P 500 which has returned +12.32% YTD.
- The stock is trading −5.66% versus its 200-day moving average ($31.35), a cautious technical signal.
- Over the past three years, DOW has underperformed the S&P 500 by −116.87%, with a relative strength index reading of 32.
- Win rate over the trailing 39 months stands at 38.5% — 15 positive months versus 23 negative months.
Dow Inc. ended September 2026 at $29.57, posting a monthly return of −3.11%. The S&P 500 returned −0.14% over the same window, leaving relative performance at −2.97%.
The current quarter stands at +8.08% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.66% versus the 200-day moving average ($31.35).
Year-to-date, DOW is +26.48% against SPY +12.32%, a gap of +14.15%. The stock is currently −30.81% below its 52-week high, with maximum 3-year drawdown at −65.58%.
| Period | DOW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.44% | −0.55% | +0.99% |
| 1 Week | −2.51% | −0.44% | −2.07% |
| 1 Month | −3.11% | −0.14% | −2.97% |
| 3 Months | −16.47% | +1.17% | −17.64% |
| 6 Months | −3.81% | +11.80% | −15.60% |
| YTD | +26.48% | +12.32% | +14.15% |
| 12 Months | +23.31% | +18.05% | +5.26% |
| 3 Years | −44.95% | +71.92% | −116.87% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | +35.54% |
| #2 | Jan 2026 | +17.84% |
| #3 | Feb 2026 | +11.54% |
| #4 | Jul 2026 | +10.71% |
| #5 | Nov 2023 | +7.05% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −18.93% |
| #2 | May 2026 | −16.65% |
| #3 | Apr 2025 | −12.40% |
| #4 | Jul 2025 | −12.05% |
| #5 | Nov 2024 | −10.47% |
| Quarter | Return |
|---|---|
| Q2 2025 | −24.17% |
| Q3 2025 | −13.41% |
| Q4 2025 | +1.96% |
| Q1 2026 | +78.14% |
| Q2 2026 | −34.31% |
| Q3 2026 (QTD) | +8.08% |
| Year | Return |
|---|---|
| 2023 | +8.83% |
| 2024 | −26.82% |
| 2025 | −41.74% |
| 2026 | +26.48% |
| Metric | Value |
|---|---|
| 52-Week High | $42.74 (2026-03-31) |
| 52-Week Low | $20.65 (2025-10-10) |
| Current Price | $29.57 |
| 200-Day Moving Average | $31.35 |
| Price vs 200DMA | −5.66% |
| 3-Year Maximum Drawdown | −65.58% (2025-10-10) |
| Current Drawdown from 52W High | −30.81% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 32 |
| 3-Year Excess Return vs S&P 500 | −116.87% |
| RS Peak | 100.7 (Sep 2023) |
| RS Trough | 26.2 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DOW's return for this report period?
DOW returned −3.11% in the latest monthly window ending 2026-09-08.
Has DOW outperformed SPY year to date?
YTD DOW: +26.48% vs SPY: +12.32%.
What is DOW's 12-month return?
+23.31% over the trailing 12 months.
Is DOW above or below its 200-day moving average?
Price is −5.66% versus 200DMA ($31.35).
What is the maximum drawdown in the 3-year window?
−65.58% on 2025-10-10.