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 November 2026 at $247.13, down 4.14% for the month and −18.94% over the trailing 12 months.
- Year-to-date, IBM is −16.57%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +0.06% versus its 200-day moving average ($246.99), a bullish technical signal.
- Over the past three years, IBM has underperformed the S&P 500 by −4.51%, with a relative strength index reading of 97.4.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
IBM ended November 2026 at $247.13, posting a monthly return of −4.14%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −3.96%.
The current quarter stands at +12.37% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +0.06% versus the 200-day moving average ($246.99).
Year-to-date, IBM is −16.57% against SPY +10.62%, a gap of −27.19%. The stock is currently −25.66% below its 52-week high, with maximum 3-year drawdown at −37.50%.
| Period | IBM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.01% | −0.36% | +1.37% |
| 1 Week | +0.87% | +2.59% | −1.73% |
| 1 Month | −4.14% | −0.18% | −3.96% |
| 3 Months | +7.99% | −2.37% | +10.36% |
| 6 Months | +13.17% | +0.83% | +12.34% |
| YTD | −16.57% | +10.62% | −27.19% |
| 12 Months | −18.94% | +12.25% | −31.19% |
| 3 Years | +66.87% | +71.37% | −4.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +28.93% |
| #2 | Oct 2026 | +17.22% |
| #3 | Jan 2025 | +16.32% |
| #4 | Sep 2025 | +15.88% |
| #5 | Jun 2025 | +13.79% |
| 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) | +12.37% |
| Year | Return |
|---|---|
| 2023 | +16.08% |
| 2024 | +34.41% |
| 2025 | +34.75% |
| 2026 | −16.57% |
| Metric | Value |
|---|---|
| 52-Week High | $332.41 (2026-06-02) |
| 52-Week Low | $199.20 (2026-07-23) |
| Current Price | $247.13 |
| 200-Day Moving Average | $246.99 |
| Price vs 200DMA | +0.06% |
| 3-Year Maximum Drawdown | −37.50% (2026-07-22) |
| Current Drawdown from 52W High | −25.66% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 97.4 |
| 3-Year Excess Return vs S&P 500 | −4.51% |
| RS Peak | 143.9 (Jun 2025) |
| RS Trough | 81.8 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IBM's return for this report period?
IBM returned −4.14% in the latest monthly window ending 2026-11-13.
Has IBM outperformed SPY year to date?
YTD IBM: −16.57% vs SPY: +10.62%.
What is IBM's 12-month return?
−18.94% over the trailing 12 months.
Is IBM above or below its 200-day moving average?
Price is +0.06% versus 200DMA ($246.99).
What is the maximum drawdown in the 3-year window?
−37.50% on 2026-07-22.