EW monthly performance report
Check EW's monthly returns, drawdown, and seasonality trends — updated every month.
EW monthly report
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Key takeaways
- Edwards Lifesciences (EW) closed September 2026 at $89.28, down 1.62% for the month and +18.90% over the trailing 12 months.
- Year-to-date, EW is +4.73%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +5.12% versus its 200-day moving average ($84.93), a bullish technical signal.
- Over the past three years, EW has underperformed the S&P 500 by −48.11%, with a relative strength index reading of 72.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Edwards Lifesciences ended September 2026 at $89.28, posting a monthly return of −1.62%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +0.07%.
The current quarter stands at −1.30% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +5.12% versus the 200-day moving average ($84.93).
Year-to-date, EW is +4.73% against SPY +10.58%, a gap of −5.85%. The stock is currently −7.28% below its 52-week high, with maximum 3-year drawdown at −37.53%.
| Period | EW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +4.13% | −0.44% | +4.57% |
| 1 Week | +3.60% | −1.10% | +4.69% |
| 1 Month | −1.62% | −1.69% | +0.07% |
| 3 Months | +4.90% | −0.10% | +5.00% |
| 6 Months | +4.92% | +13.21% | −8.29% |
| YTD | +4.73% | +10.58% | −5.85% |
| 12 Months | +18.90% | +14.25% | +4.65% |
| 3 Years | +21.97% | +70.07% | −48.11% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | +12.61% |
| #2 | Mar 2024 | +12.60% |
| #3 | Aug 2024 | +10.96% |
| #4 | Feb 2024 | +8.16% |
| #5 | Nov 2024 | +6.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | −31.74% |
| #2 | Jul 2023 | −13.00% |
| #3 | Apr 2024 | −11.40% |
| #4 | Sep 2023 | −9.40% |
| #5 | Oct 2023 | −8.03% |
| Quarter | Return |
|---|---|
| Q2 2025 | +7.91% |
| Q3 2025 | −0.56% |
| Q4 2025 | +9.62% |
| Q1 2026 | −6.06% |
| Q2 2026 | +12.96% |
| Q3 2026 (QTD) | −1.30% |
| Year | Return |
|---|---|
| 2023 | +2.20% |
| 2024 | −2.91% |
| 2025 | +15.16% |
| 2026 | +4.73% |
| Metric | Value |
|---|---|
| 52-Week High | $96.29 (2026-07-07) |
| 52-Week Low | $72.30 (2025-10-13) |
| Current Price | $89.28 |
| 200-Day Moving Average | $84.93 |
| Price vs 200DMA | +5.12% |
| 3-Year Maximum Drawdown | −37.53% (2024-07-25) |
| Current Drawdown from 52W High | −7.28% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 72 |
| 3-Year Excess Return vs S&P 500 | −48.11% |
| RS Peak | 111.2 (Mar 2024) |
| RS Trough | 63.5 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EW's return for this report period?
EW returned −1.62% in the latest monthly window ending 2026-09-16.
Has EW outperformed SPY year to date?
YTD EW: +4.73% vs SPY: +10.58%.
What is EW's 12-month return?
+18.90% over the trailing 12 months.
Is EW above or below its 200-day moving average?
Price is +5.12% versus 200DMA ($84.93).
What is the maximum drawdown in the 3-year window?
−37.53% on 2024-07-25.