IQV monthly performance report
Check IQV's monthly returns, drawdown, and seasonality trends — updated every month.
IQV monthly report
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Key takeaways
- IQVIA (IQV) closed September 2026 at $269.44, up 3.16% for the month and +44.32% over the trailing 12 months.
- Year-to-date, IQV is +19.53%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +32.30% versus its 200-day moving average ($203.65), a bullish technical signal.
- Over the past three years, IQV has underperformed the S&P 500 by −44.73%, with a relative strength index reading of 74.9.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
IQVIA ended September 2026 at $269.44, posting a monthly return of +3.16%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +3.74%.
The current quarter stands at +39.45% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +32.30% versus the 200-day moving average ($203.65).
Year-to-date, IQV is +19.53% against SPY +11.83%, a gap of +7.70%. The stock is currently −1.61% below its 52-week high, with maximum 3-year drawdown at −47.12%.
| Period | IQV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.23% | +1.13% | −0.90% |
| 1 Week | +4.72% | +0.63% | +4.09% |
| 1 Month | +3.16% | −0.58% | +3.74% |
| 3 Months | +51.04% | +1.64% | +49.40% |
| 6 Months | +65.37% | +15.15% | +50.23% |
| YTD | +19.53% | +11.83% | +7.70% |
| 12 Months | +44.32% | +15.69% | +28.64% |
| 3 Years | +27.27% | +72.00% | −44.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +21.63% |
| #2 | Feb 2024 | +18.70% |
| #3 | Nov 2023 | +18.40% |
| #4 | Jul 2025 | +17.94% |
| #5 | Jul 2024 | +16.45% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −22.31% |
| #2 | Oct 2024 | −13.15% |
| #3 | Apr 2025 | −12.04% |
| #4 | Sep 2023 | −11.62% |
| #5 | Jan 2024 | −10.01% |
| Quarter | Return |
|---|---|
| Q2 2025 | −10.61% |
| Q3 2025 | +20.53% |
| Q4 2025 | +18.67% |
| Q1 2026 | −24.34% |
| Q2 2026 | +13.30% |
| Q3 2026 (QTD) | +39.45% |
| Year | Return |
|---|---|
| 2023 | +12.93% |
| 2024 | −15.07% |
| 2025 | +14.71% |
| 2026 | +19.53% |
| Metric | Value |
|---|---|
| 52-Week High | $273.86 (2026-09-17) |
| 52-Week Low | $154.50 (2026-04-30) |
| Current Price | $269.44 |
| 200-Day Moving Average | $203.65 |
| Price vs 200DMA | +32.30% |
| 3-Year Maximum Drawdown | −47.12% (2025-05-23) |
| Current Drawdown from 52W High | −1.61% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 74.9 |
| 3-Year Excess Return vs S&P 500 | −44.73% |
| RS Peak | 107.2 (Mar 2024) |
| RS Trough | 46.4 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was IQV's return for this report period?
IQV returned +3.16% in the latest monthly window ending 2026-09-17.
Has IQV outperformed SPY year to date?
YTD IQV: +19.53% vs SPY: +11.83%.
What is IQV's 12-month return?
+44.32% over the trailing 12 months.
Is IQV above or below its 200-day moving average?
Price is +32.30% versus 200DMA ($203.65).
What is the maximum drawdown in the 3-year window?
−47.12% on 2025-05-23.