EMR monthly performance report
Check EMR's monthly returns, drawdown, and seasonality trends — updated every month.
EMR monthly report
—
Key takeaways
- Emerson Electric (EMR) closed November 2026 at $166.38, up 0.87% for the month and +29.52% over the trailing 12 months.
- Year-to-date, EMR is +25.36%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +12.44% versus its 200-day moving average ($147.98), a bullish technical signal.
- Over the past three years, EMR has outperformed the S&P 500 by +20.75%, with a relative strength index reading of 112.1.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Emerson Electric ended November 2026 at $166.38, posting a monthly return of +0.87%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.05%.
The current quarter stands at +7.27% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +12.44% versus the 200-day moving average ($147.98).
Year-to-date, EMR is +25.36% against SPY +10.62%, a gap of +14.74%. The stock is currently −3.27% below its 52-week high, with maximum 3-year drawdown at −29.91%.
| Period | EMR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.32% | −0.36% | +0.04% |
| 1 Week | +2.48% | +2.59% | −0.11% |
| 1 Month | +0.87% | −0.18% | +1.05% |
| 3 Months | +2.67% | −2.37% | +5.04% |
| 6 Months | +20.67% | +0.83% | +19.84% |
| YTD | +25.36% | +10.62% | +14.74% |
| 12 Months | +29.52% | +12.25% | +17.27% |
| 3 Years | +92.12% | +71.37% | +20.75% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +22.47% |
| #2 | Feb 2024 | +16.48% |
| #3 | May 2025 | +13.58% |
| #4 | Jun 2025 | +11.69% |
| #5 | Jan 2026 | +10.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2026 | −13.09% |
| #2 | Aug 2024 | −10.01% |
| #3 | Mar 2025 | −9.84% |
| #4 | Aug 2025 | −9.28% |
| #5 | Oct 2023 | −7.87% |
| Quarter | Return |
|---|---|
| Q3 2025 | −1.61% |
| Q4 2025 | +1.17% |
| Q1 2026 | −1.28% |
| Q2 2026 | +9.26% |
| Q3 2026 | +8.35% |
| Q4 2026 (QTD) | +7.27% |
| Year | Return |
|---|---|
| 2023 | +1.32% |
| 2024 | +27.33% |
| 2025 | +7.09% |
| 2026 | +25.36% |
| Metric | Value |
|---|---|
| 52-Week High | $172.00 (2026-11-04) |
| 52-Week Low | $122.64 (2026-03-30) |
| Current Price | $166.38 |
| 200-Day Moving Average | $147.98 |
| Price vs 200DMA | +12.44% |
| 3-Year Maximum Drawdown | −29.91% (2025-04-08) |
| Current Drawdown from 52W High | −3.27% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 112.1 |
| 3-Year Excess Return vs S&P 500 | +20.75% |
| RS Peak | 119.4 (Jul 2025) |
| RS Trough | 90.5 (May 2026) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was EMR's return for this report period?
EMR returned +0.87% in the latest monthly window ending 2026-11-13.
Has EMR outperformed SPY year to date?
YTD EMR: +25.36% vs SPY: +10.62%.
What is EMR's 12-month return?
+29.52% over the trailing 12 months.
Is EMR above or below its 200-day moving average?
Price is +12.44% versus 200DMA ($147.98).
What is the maximum drawdown in the 3-year window?
−29.91% on 2025-04-08.