JCI monthly performance report
View JCI's monthly returns, drawdown, and seasonality trends — updated every month.
JCI monthly report
—
Key takeaways
- Johnson Controls (JCI) closed September 2026 at $143.28, up 3.65% for the month and +32.08% over the trailing 12 months.
- Year-to-date, JCI is +19.65%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +5.79% versus its 200-day moving average ($135.44), a bullish technical signal.
- Over the past three years, JCI has outperformed the S&P 500 by +77.23%, with a relative strength index reading of 145.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Johnson Controls ended September 2026 at $143.28, posting a monthly return of +3.65%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +4.34%.
The current quarter stands at −1.94% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +5.79% versus the 200-day moving average ($135.44).
Year-to-date, JCI is +19.65% against SPY +11.70%, a gap of +7.95%. The stock is currently −8.77% below its 52-week high, with maximum 3-year drawdown at −21.48%.
| Period | JCI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.57% | −0.12% | +1.69% |
| 1 Week | −1.87% | −0.34% | −1.53% |
| 1 Month | +3.65% | −0.70% | +4.34% |
| 3 Months | −1.30% | +2.80% | −4.10% |
| 6 Months | +10.08% | +13.85% | −3.77% |
| YTD | +19.65% | +11.70% | +7.95% |
| 12 Months | +32.08% | +15.01% | +17.07% |
| 3 Years | +148.92% | +71.69% | +77.23% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +21.00% |
| #2 | May 2025 | +20.82% |
| #3 | Feb 2024 | +12.49% |
| #4 | Apr 2026 | +11.52% |
| #5 | Nov 2024 | +11.00% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −15.08% |
| #2 | Sep 2023 | −9.91% |
| #3 | Mar 2026 | −9.25% |
| #4 | Jan 2024 | −8.59% |
| #5 | May 2026 | −8.20% |
| Quarter | Return |
|---|---|
| Q2 2025 | +31.84% |
| Q3 2025 | +4.10% |
| Q4 2025 | +8.91% |
| Q1 2026 | +9.35% |
| Q2 2026 | +11.58% |
| Q3 2026 (QTD) | −1.94% |
| Year | Return |
|---|---|
| 2023 | −9.94% |
| 2024 | +36.94% |
| 2025 | +51.72% |
| 2026 | +19.65% |
| Metric | Value |
|---|---|
| 52-Week High | $157.06 (2026-08-05) |
| 52-Week Low | $104.49 (2025-10-14) |
| Current Price | $143.28 |
| 200-Day Moving Average | $135.44 |
| Price vs 200DMA | +5.79% |
| 3-Year Maximum Drawdown | −21.48% (2025-04-08) |
| Current Drawdown from 52W High | −8.77% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 145 |
| 3-Year Excess Return vs S&P 500 | +77.23% |
| RS Peak | 163.3 (Mar 2026) |
| RS Trough | 83.1 (Feb 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was JCI's return for this report period?
JCI returned +3.65% in the latest monthly window ending 2026-09-18.
Has JCI outperformed SPY year to date?
YTD JCI: +19.65% vs SPY: +11.70%.
What is JCI's 12-month return?
+32.08% over the trailing 12 months.
Is JCI above or below its 200-day moving average?
Price is +5.79% versus 200DMA ($135.44).
What is the maximum drawdown in the 3-year window?
−21.48% on 2025-04-08.