DVA monthly performance report
Check DVA's monthly returns, drawdown, and seasonality trends — updated every month.
DVA monthly report
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Key takeaways
- DaVita (DVA) closed September 2026 at $183.09, up 4.02% for the month and +43.04% over the trailing 12 months.
- Year-to-date, DVA is +61.16%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +10.87% versus its 200-day moving average ($165.13), a bullish technical signal.
- Over the past three years, DVA has outperformed the S&P 500 by +14.20%, with a relative strength index reading of 106.8.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
DaVita ended September 2026 at $183.09, posting a monthly return of +4.02%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +4.60%.
The current quarter stands at −17.70% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.87% versus the 200-day moving average ($165.13).
Year-to-date, DVA is +61.16% against SPY +11.83%, a gap of +49.33%. The stock is currently −26.02% below its 52-week high, with maximum 3-year drawdown at −41.43%.
| Period | DVA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −5.56% | +1.13% | −6.69% |
| 1 Week | +0.97% | +0.63% | +0.34% |
| 1 Month | +4.02% | −0.58% | +4.60% |
| 3 Months | −12.25% | +1.64% | −13.89% |
| 6 Months | +18.27% | +15.15% | +3.12% |
| YTD | +61.16% | +11.83% | +49.33% |
| 12 Months | +43.04% | +15.69% | +27.35% |
| 3 Years | +86.20% | +72.00% | +14.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +42.95% |
| #2 | Nov 2023 | +31.37% |
| #3 | May 2026 | +25.28% |
| #4 | Nov 2024 | +18.85% |
| #5 | Jan 2025 | +17.82% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2026 | −26.69% |
| #2 | Oct 2023 | −18.30% |
| #3 | Feb 2025 | −16.07% |
| #4 | Oct 2024 | −14.71% |
| #5 | Oct 2025 | −10.42% |
| Quarter | Return |
|---|---|
| Q2 2025 | −6.88% |
| Q3 2025 | −6.73% |
| Q4 2025 | −14.50% |
| Q1 2026 | +35.28% |
| Q2 2026 | +44.76% |
| Q3 2026 (QTD) | −17.70% |
| Year | Return |
|---|---|
| 2023 | +40.30% |
| 2024 | +42.75% |
| 2025 | −24.03% |
| 2026 | +61.16% |
| Metric | Value |
|---|---|
| 52-Week High | $247.49 (2026-08-03) |
| 52-Week Low | $101.00 (2026-01-14) |
| Current Price | $183.09 |
| 200-Day Moving Average | $165.13 |
| Price vs 200DMA | +10.87% |
| 3-Year Maximum Drawdown | −41.43% (2026-01-14) |
| Current Drawdown from 52W High | −26.02% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 106.8 |
| 3-Year Excess Return vs S&P 500 | +14.20% |
| RS Peak | 146.9 (Jul 2026) |
| RS Trough | 66.9 (Jan 2026) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was DVA's return for this report period?
DVA returned +4.02% in the latest monthly window ending 2026-09-17.
Has DVA outperformed SPY year to date?
YTD DVA: +61.16% vs SPY: +11.83%.
What is DVA's 12-month return?
+43.04% over the trailing 12 months.
Is DVA above or below its 200-day moving average?
Price is +10.87% versus 200DMA ($165.13).
What is the maximum drawdown in the 3-year window?
−41.43% on 2026-01-14.