MDY monthly performance report
Check MDY's monthly returns, drawdown, and seasonality trends — updated every month.
MDY monthly report
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Key takeaways
- MDY (MDY) closed November 2026 at $672.70, up 0.57% for the month and +14.53% over the trailing 12 months.
- Year-to-date, MDY is +11.51%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +0.74% versus its 200-day moving average ($667.74), a bullish technical signal.
- Over the past three years, MDY has underperformed the S&P 500 by −20.29%, with a relative strength index reading of 88.2.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
MDY ended November 2026 at $672.70, posting a monthly return of +0.57%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +0.75%.
The current quarter stands at +2.43% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +0.74% versus the 200-day moving average ($667.74).
Year-to-date, MDY is +11.51% against SPY +10.62%, a gap of +0.88%. The stock is currently −6.22% below its 52-week high, with maximum 3-year drawdown at −24.50%.
| Period | MDY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.12% | −0.36% | +0.24% |
| 1 Week | +2.26% | +2.59% | −0.33% |
| 1 Month | +0.57% | −0.18% | +0.75% |
| 3 Months | −5.96% | −2.37% | −3.59% |
| 6 Months | +0.37% | +0.83% | −0.45% |
| YTD | +11.51% | +10.62% | +0.88% |
| 12 Months | +14.53% | +12.25% | +2.27% |
| 3 Years | +51.08% | +71.37% | −20.29% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +8.89% |
| #2 | Nov 2023 | +8.39% |
| #3 | Dec 2023 | +8.22% |
| #4 | Apr 2026 | +7.69% |
| #5 | Feb 2024 | +5.91% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.51% |
| #2 | Apr 2024 | −6.05% |
| #3 | Mar 2025 | −5.71% |
| #4 | Sep 2023 | −5.57% |
| #5 | Mar 2026 | −5.52% |
| Quarter | Return |
|---|---|
| Q3 2025 | +5.22% |
| Q4 2025 | +1.22% |
| Q1 2026 | +2.23% |
| Q2 2026 | +14.04% |
| Q3 2026 | −6.63% |
| Q4 2026 (QTD) | +2.43% |
| Year | Return |
|---|---|
| 2023 | +14.59% |
| 2024 | +12.26% |
| 2025 | +5.92% |
| 2026 | +11.51% |
| Metric | Value |
|---|---|
| 52-Week High | $717.32 (2026-08-14) |
| 52-Week Low | $568.21 (2025-11-20) |
| Current Price | $672.70 |
| 200-Day Moving Average | $667.74 |
| Price vs 200DMA | +0.74% |
| 3-Year Maximum Drawdown | −24.50% (2025-04-08) |
| Current Drawdown from 52W High | −6.22% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.2 |
| 3-Year Excess Return vs S&P 500 | −20.29% |
| RS Peak | 106.5 (Dec 2023) |
| RS Trough | 84.5 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MDY's return for this report period?
MDY returned +0.57% in the latest monthly window ending 2026-11-13.
Has MDY outperformed SPY year to date?
YTD MDY: +11.51% vs SPY: +10.62%.
What is MDY's 12-month return?
+14.53% over the trailing 12 months.
Is MDY above or below its 200-day moving average?
Price is +0.74% versus 200DMA ($667.74).
What is the maximum drawdown in the 3-year window?
−24.50% on 2025-04-08.