EVRG monthly performance report
Monthly EVRG research: returns, drawdown, relative strength, seasonality, and key stats.
EVRG monthly report
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Key takeaways
- Evergy (EVRG) closed August 2026 at $83.06, up 0.06% for the month and +13.72% over the trailing 12 months.
- Year-to-date, EVRG is +14.58%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +3.74% versus its 200-day moving average ($80.06), a bullish technical signal.
- Over the past three years, EVRG has underperformed the S&P 500 by −27.33%, with a relative strength index reading of 84.4.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Evergy ended August 2026 at $83.06, posting a monthly return of +0.06%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.99%.
The current quarter stands at −2.82% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.74% versus the 200-day moving average ($80.06).
Year-to-date, EVRG is +14.58% against SPY +12.89%, a gap of +1.70%. The stock is currently −6.26% below its 52-week high, with maximum 3-year drawdown at −17.55%.
| Period | EVRG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.93% | −0.20% | −0.73% |
| 1 Week | −3.04% | +3.90% | −6.94% |
| 1 Month | +0.06% | +3.05% | −2.99% |
| 3 Months | +0.27% | +7.11% | −6.85% |
| 6 Months | +9.35% | +10.70% | −1.35% |
| YTD | +14.58% | +12.89% | +1.70% |
| 12 Months | +13.72% | +22.58% | −8.87% |
| 3 Years | +44.96% | +72.29% | −27.33% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +9.23% |
| #2 | Jul 2024 | +8.86% |
| #3 | Feb 2025 | +8.26% |
| #4 | Mar 2024 | +7.93% |
| #5 | Nov 2024 | +7.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −8.25% |
| #2 | Sep 2023 | −7.97% |
| #3 | Dec 2025 | −6.36% |
| #4 | Dec 2024 | −4.99% |
| #5 | May 2025 | −3.56% |
| Quarter | Return |
|---|---|
| Q2 2025 | +1.08% |
| Q3 2025 | +9.79% |
| Q4 2025 | −4.32% |
| Q1 2026 | +13.96% |
| Q2 2026 | +6.77% |
| Q3 2026 (QTD) | −2.82% |
| Year | Return |
|---|---|
| 2023 | −16.64% |
| 2024 | +18.10% |
| 2025 | +19.19% |
| 2026 | +18.24% |
| Metric | Value |
|---|---|
| 52-Week High | $88.61 (2026-07-07) |
| 52-Week Low | $70.42 (2025-09-08) |
| Current Price | $83.06 |
| 200-Day Moving Average | $80.06 |
| Price vs 200DMA | +3.74% |
| 3-Year Maximum Drawdown | −17.55% (2023-11-13) |
| Current Drawdown from 52W High | −6.26% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 84.4 |
| 3-Year Excess Return vs S&P 500 | −27.33% |
| RS Peak | 102.4 (Apr 2025) |
| RS Trough | 74.4 (Jul 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EVRG's return for this report period?
EVRG returned +0.06% in the latest monthly window ending 2026-08-05.
Has EVRG outperformed SPY year to date?
YTD EVRG: +14.58% vs SPY: +12.89%.
What is EVRG's 12-month return?
+13.72% over the trailing 12 months.
Is EVRG above or below its 200-day moving average?
Price is +3.74% versus 200DMA ($80.06).
What is the maximum drawdown in the 3-year window?
−17.55% on 2023-11-13.