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 September 2026 at $669.43, down 2.58% for the month and +11.89% over the trailing 12 months.
- Year-to-date, MDY is +10.97%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +1.97% versus its 200-day moving average ($656.50), a bullish technical signal.
- Over the past three years, MDY has underperformed the S&P 500 by −29.13%, with a relative strength index reading of 83.3.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
MDY ended September 2026 at $669.43, posting a monthly return of −2.58%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −2.00%.
The current quarter stands at −4.82% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.97% versus the 200-day moving average ($656.50).
Year-to-date, MDY is +10.97% against SPY +11.83%, a gap of −0.87%. The stock is currently −6.68% below its 52-week high, with maximum 3-year drawdown at −24.50%.
| Period | MDY | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.53% | +1.13% | −0.60% |
| 1 Week | −0.57% | +0.63% | −1.20% |
| 1 Month | −2.58% | −0.58% | −2.00% |
| 3 Months | −3.87% | +1.64% | −5.51% |
| 6 Months | +9.43% | +15.15% | −5.72% |
| YTD | +10.97% | +11.83% | −0.87% |
| 12 Months | +11.89% | +15.69% | −3.80% |
| 3 Years | +42.88% | +72.00% | −29.13% |
| 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 |
|---|---|
| Q2 2025 | +6.19% |
| Q3 2025 | +5.22% |
| Q4 2025 | +1.22% |
| Q1 2026 | +2.23% |
| Q2 2026 | +14.04% |
| Q3 2026 (QTD) | −4.82% |
| Year | Return |
|---|---|
| 2023 | +14.59% |
| 2024 | +12.26% |
| 2025 | +5.92% |
| 2026 | +10.97% |
| Metric | Value |
|---|---|
| 52-Week High | $717.32 (2026-08-14) |
| 52-Week Low | $568.21 (2025-11-20) |
| Current Price | $669.43 |
| 200-Day Moving Average | $656.50 |
| Price vs 200DMA | +1.97% |
| 3-Year Maximum Drawdown | −24.50% (2025-04-08) |
| Current Drawdown from 52W High | −6.68% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 83.3 |
| 3-Year Excess Return vs S&P 500 | −29.13% |
| RS Peak | 102.1 (Dec 2023) |
| RS Trough | 82 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MDY's return for this report period?
MDY returned −2.58% in the latest monthly window ending 2026-09-17.
Has MDY outperformed SPY year to date?
YTD MDY: +10.97% vs SPY: +11.83%.
What is MDY's 12-month return?
+11.89% over the trailing 12 months.
Is MDY above or below its 200-day moving average?
Price is +1.97% versus 200DMA ($656.50).
What is the maximum drawdown in the 3-year window?
−24.50% on 2025-04-08.