DVA monthly performance report
Monthly DVA research: returns, drawdown, relative strength, seasonality, and key stats.
DVA monthly report
—
Key takeaways
- DaVita (DVA) closed September 2026 at $181.55, up 3.15% for the month and +36.26% over the trailing 12 months.
- Year-to-date, DVA is +59.80%, outperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading +10.92% versus its 200-day moving average ($163.67), a bullish technical signal.
- Over the past three years, DVA has outperformed the S&P 500 by +18.17%, with a relative strength index reading of 110.7.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
DaVita ended September 2026 at $181.55, posting a monthly return of +3.15%. The S&P 500 returned −0.36% over the same window, leaving relative performance at +3.51%.
The current quarter stands at −18.40% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.92% versus the 200-day moving average ($163.67).
Year-to-date, DVA is +59.80% against SPY +12.08%, a gap of +47.72%. The stock is currently −26.64% below its 52-week high, with maximum 3-year drawdown at −41.43%.
| Period | DVA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.12% | +0.85% | −0.73% |
| 1 Week | +1.20% | −0.11% | +1.32% |
| 1 Month | +3.15% | −0.36% | +3.51% |
| 3 Months | −5.52% | +5.36% | −10.88% |
| 6 Months | +21.08% | +12.68% | +8.40% |
| YTD | +59.80% | +12.08% | +47.72% |
| 12 Months | +36.26% | +16.22% | +20.04% |
| 3 Years | +88.60% | +70.43% | +18.17% |
| 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) | −18.40% |
| Year | Return |
|---|---|
| 2023 | +40.30% |
| 2024 | +42.75% |
| 2025 | −24.03% |
| 2026 | +59.80% |
| Metric | Value |
|---|---|
| 52-Week High | $247.49 (2026-08-03) |
| 52-Week Low | $101.00 (2026-01-14) |
| Current Price | $181.55 |
| 200-Day Moving Average | $163.67 |
| Price vs 200DMA | +10.92% |
| 3-Year Maximum Drawdown | −41.43% (2026-01-14) |
| Current Drawdown from 52W High | −26.64% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 110.7 |
| 3-Year Excess Return vs S&P 500 | +18.17% |
| RS Peak | 153.9 (Jul 2026) |
| RS Trough | 70.1 (Jan 2026) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was DVA's return for this report period?
DVA returned +3.15% in the latest monthly window ending 2026-09-11.
Has DVA outperformed SPY year to date?
YTD DVA: +59.80% vs SPY: +12.08%.
What is DVA's 12-month return?
+36.26% over the trailing 12 months.
Is DVA above or below its 200-day moving average?
Price is +10.92% versus 200DMA ($163.67).
What is the maximum drawdown in the 3-year window?
−41.43% on 2026-01-14.