IBM monthly performance report
Check IBM's monthly returns, drawdown, and seasonality trends — updated every month.
IBM monthly report
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Key takeaways
- IBM (IBM) closed October 2026 at $230.78, up 4.93% for the month and −16.75% over the trailing 12 months.
- Year-to-date, IBM is −22.09%, underperforming the S&P 500 which has returned +14.09% YTD.
- The stock is trading −9.20% versus its 200-day moving average ($254.18), a cautious technical signal.
- Over the past three years, IBM has underperformed the S&P 500 by −13.63%, with a relative strength index reading of 92.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
IBM ended October 2026 at $230.78, posting a monthly return of +4.93%. The S&P 500 returned +2.02% over the same window, leaving relative performance at +2.92%.
The current quarter stands at +4.93% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −9.20% versus the 200-day moving average ($254.18).
Year-to-date, IBM is −22.09% against SPY +14.09%, a gap of −36.18%. The stock is currently −30.57% below its 52-week high, with maximum 3-year drawdown at −37.50%.
| Period | IBM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.66% | −0.01% | +1.67% |
| 1 Week | +4.29% | −0.14% | +4.43% |
| 1 Month | +4.93% | +2.02% | +2.92% |
| 3 Months | −19.75% | +3.85% | −23.60% |
| 6 Months | −5.83% | +15.09% | −20.92% |
| YTD | −22.09% | +14.09% | −36.18% |
| 12 Months | −16.75% | +17.34% | −34.09% |
| 3 Years | +66.68% | +80.30% | −13.63% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +28.93% |
| #2 | Jan 2025 | +16.32% |
| #3 | Sep 2025 | +15.88% |
| #4 | Jun 2025 | +13.79% |
| #5 | Jan 2024 | +12.30% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −21.68% |
| #2 | Jul 2026 | −20.47% |
| #3 | Jul 2025 | −14.12% |
| #4 | Apr 2024 | −12.97% |
| #5 | Oct 2024 | −6.50% |
| Quarter | Return |
|---|---|
| Q3 2025 | −4.28% |
| Q4 2025 | +4.98% |
| Q1 2026 | −18.17% |
| Q2 2026 | +16.02% |
| Q3 2026 | −21.79% |
| Q4 2026 (QTD) | +4.93% |
| Year | Return |
|---|---|
| 2023 | +16.08% |
| 2024 | +34.41% |
| 2025 | +34.75% |
| 2026 | −22.09% |
| Metric | Value |
|---|---|
| 52-Week High | $332.41 (2026-06-02) |
| 52-Week Low | $199.20 (2026-07-23) |
| Current Price | $230.78 |
| 200-Day Moving Average | $254.18 |
| Price vs 200DMA | −9.20% |
| 3-Year Maximum Drawdown | −37.50% (2026-07-22) |
| Current Drawdown from 52W High | −30.57% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 92.4 |
| 3-Year Excess Return vs S&P 500 | −13.63% |
| RS Peak | 150.9 (Jun 2025) |
| RS Trough | 85.8 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IBM's return for this report period?
IBM returned +4.93% in the latest monthly window ending 2026-10-13.
Has IBM outperformed SPY year to date?
YTD IBM: −22.09% vs SPY: +14.09%.
What is IBM's 12-month return?
−16.75% over the trailing 12 months.
Is IBM above or below its 200-day moving average?
Price is −9.20% versus 200DMA ($254.18).
What is the maximum drawdown in the 3-year window?
−37.50% on 2026-07-22.