IBM monthly performance report
Monthly IBM research: returns, drawdown, relative strength, seasonality, and key stats.
IBM monthly report
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Key takeaways
- IBM (IBM) closed August 2026 at $235.92, up 5.49% for the month and −5.88% over the trailing 12 months.
- Year-to-date, IBM is −20.35%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −12.55% versus its 200-day moving average ($269.78), a cautious technical signal.
- Over the past three years, IBM has underperformed the S&P 500 by −8.73%, with a relative strength index reading of 94.5.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
IBM ended August 2026 at $235.92, posting a monthly return of +5.49%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.44%.
The current quarter stands at −16.06% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −12.55% versus the 200-day moving average ($269.78).
Year-to-date, IBM is −20.35% against SPY +12.89%, a gap of −33.24%. The stock is currently −29.03% below its 52-week high, with maximum 3-year drawdown at −37.50%.
| Period | IBM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.33% | −0.20% | +0.53% |
| 1 Week | +3.68% | +3.90% | −0.23% |
| 1 Month | +5.49% | +3.05% | +2.44% |
| 3 Months | +2.14% | +7.11% | −4.98% |
| 6 Months |