ELV monthly performance report
Check ELV's monthly returns, drawdown, and seasonality trends — updated every month.
ELV monthly report
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Key takeaways
- Elevance Health (ELV) closed September 2026 at $410.95, up 4.69% for the month and +30.14% over the trailing 12 months.
- Year-to-date, ELV is +17.23%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +13.74% versus its 200-day moving average ($361.29), a bullish technical signal.
- Over the past three years, ELV has underperformed the S&P 500 by −78.87%, with a relative strength index reading of 54.1.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Elevance Health ended September 2026 at $410.95, posting a monthly return of +4.69%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +5.39%.
The current quarter stands at +6.26% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +13.74% versus the 200-day moving average ($361.29).
Year-to-date, ELV is +17.23% against SPY +11.70%, a gap of +5.53%. The stock is currently −5.39% below its 52-week high, with maximum 3-year drawdown at −51.15%.
| Period | ELV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.80% | −0.12% | −0.68% |
| 1 Week | −1.86% | −0.34% | −1.52% |
| 1 Month | +4.69% | −0.70% | +5.39% |
| 3 Months | +2.25% | +2.80% | −0.54% |
| 6 Months | +42.75% | +13.85% | +28.90% |
| YTD | +17.23% | +11.70% | +5.53% |
| 12 Months | +30.14% | +15.01% | +15.13% |
| 3 Years | −7.18% | +71.69% | −78.87% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +28.58% |
| #2 | Aug 2025 | +12.57% |
| #3 | Mar 2025 | +9.59% |
| #4 | Jan 2025 | +7.26% |
| #5 | Nov 2025 | +6.64% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −27.22% |
| #2 | Oct 2024 | −21.97% |
| #3 | Dec 2024 | −9.35% |
| #4 | May 2025 | −8.74% |
| #5 | Mar 2026 | −8.52% |
| Quarter | Return |
|---|---|
| Q2 2025 | −10.58% |
| Q3 2025 | −16.93% |
| Q4 2025 | +8.49% |
| Q1 2026 | −16.49% |
| Q2 2026 | +32.10% |
| Q3 2026 (QTD) | +6.26% |
| Year | Return |
|---|---|
| 2023 | −8.07% |
| 2024 | −21.77% |
| 2025 | −4.97% |
| 2026 | +17.23% |
| Metric | Value |
|---|---|
| 52-Week High | $434.38 (2026-07-14) |
| 52-Week Low | $274.84 (2026-03-09) |
| Current Price | $410.95 |
| 200-Day Moving Average | $361.29 |
| Price vs 200DMA | +13.74% |
| 3-Year Maximum Drawdown | −51.15% (2025-08-01) |
| Current Drawdown from 52W High | −5.39% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 54.1 |
| 3-Year Excess Return vs S&P 500 | −78.87% |
| RS Peak | 109.3 (Oct 2023) |
| RS Trough | 41.5 (Mar 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ELV's return for this report period?
ELV returned +4.69% in the latest monthly window ending 2026-09-18.
Has ELV outperformed SPY year to date?
YTD ELV: +17.23% vs SPY: +11.70%.
What is ELV's 12-month return?
+30.14% over the trailing 12 months.
Is ELV above or below its 200-day moving average?
Price is +13.74% versus 200DMA ($361.29).
What is the maximum drawdown in the 3-year window?
−51.15% on 2025-08-01.