MA monthly performance report
View MA's monthly returns, drawdown, and seasonality trends — updated every month.
MA monthly report
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Key takeaways
- Mastercard (MA) closed September 2026 at $567.75, down 3.66% for the month and −3.18% over the trailing 12 months.
- Year-to-date, MA is −0.55%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +6.90% versus its 200-day moving average ($531.08), a bullish technical signal.
- Over the past three years, MA has underperformed the S&P 500 by −33.04%, with a relative strength index reading of 80.1.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Mastercard ended September 2026 at $567.75, posting a monthly return of −3.66%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −1.96%.
The current quarter stands at +10.54% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +6.90% versus the 200-day moving average ($531.08).
Year-to-date, MA is −0.55% against SPY +10.58%, a gap of −11.13%. The stock is currently −5.63% below its 52-week high, with maximum 3-year drawdown at −21.27%.
| Period | MA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.96% | −0.44% | −0.52% |
| 1 Week | +0.04% | −1.10% | +1.14% |
| 1 Month | −3.66% | −1.69% | −1.96% |
| 3 Months | +16.09% | −0.10% | +16.19% |
| 6 Months | +9.66% | +13.21% | −3.55% |
| YTD | −0.55% | +10.58% | −11.13% |
| 12 Months | −3.18% | +14.25% | −17.43% |
| 3 Years | +37.04% | +70.07% | −33.04% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +11.58% |
| #2 | Nov 2023 | +9.96% |
| #3 | May 2025 | +6.85% |
| #4 | Nov 2024 | +6.68% |
| #5 | Feb 2024 | +5.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | −6.31% |
| #2 | Jan 2026 | −5.62% |
| #3 | Oct 2023 | −4.94% |
| #4 | Mar 2025 | −4.89% |
| #5 | Sep 2025 | −4.45% |
| Quarter | Return |
|---|---|
| Q2 2025 | +2.52% |
| Q3 2025 | +1.22% |
| Q4 2025 | +0.36% |
| Q1 2026 | −12.48% |
| Q2 2026 | +2.79% |
| Q3 2026 (QTD) | +10.54% |
| Year | Return |
|---|---|
| 2023 | +22.66% |
| 2024 | +23.46% |
| 2025 | +8.41% |
| 2026 | −0.55% |
| Metric | Value |
|---|---|
| 52-Week High | $601.62 (2025-09-18) |
| 52-Week Low | $464.52 (2026-06-03) |
| Current Price | $567.75 |
| 200-Day Moving Average | $531.08 |
| Price vs 200DMA | +6.90% |
| 3-Year Maximum Drawdown | −21.27% (2026-06-03) |
| Current Drawdown from 52W High | −5.63% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 80.1 |
| 3-Year Excess Return vs S&P 500 | −33.04% |
| RS Peak | 107.3 (May 2025) |
| RS Trough | 66.5 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MA's return for this report period?
MA returned −3.66% in the latest monthly window ending 2026-09-16.
Has MA outperformed SPY year to date?
YTD MA: −0.55% vs SPY: +10.58%.
What is MA's 12-month return?
−3.18% over the trailing 12 months.
Is MA above or below its 200-day moving average?
Price is +6.90% versus 200DMA ($531.08).
What is the maximum drawdown in the 3-year window?
−21.27% on 2026-06-03.