MO monthly performance report
Check MO's monthly returns, drawdown, and seasonality trends — updated every month.
MO monthly report
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Key takeaways
- Altria (MO) closed September 2026 at $69.52, up 1.52% for the month and +8.73% over the trailing 12 months.
- Year-to-date, MO is +20.57%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +4.39% versus its 200-day moving average ($66.60), a bullish technical signal.
- Over the past three years, MO has underperformed the S&P 500 by −11.33%, with a relative strength index reading of 93.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Altria ended September 2026 at $69.52, posting a monthly return of +1.52%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +2.22%.
The current quarter stands at −3.38% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.39% versus the 200-day moving average ($66.60).
Year-to-date, MO is +20.57% against SPY +11.70%, a gap of +8.87%. The stock is currently −9.77% below its 52-week high, with maximum 3-year drawdown at −19.15%.
| Period | MO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.26% | −0.12% | −0.14% |
| 1 Week | +0.78% | −0.34% | +1.12% |
| 1 Month | +1.52% | −0.70% | +2.22% |
| 3 Months | −0.10% | +2.80% | −2.90% |
| 6 Months | +2.66% | +13.85% | −11.19% |
| YTD | +20.57% | +11.70% | +8.87% |
| 12 Months | +8.73% | +15.01% | −6.29% |
| 3 Years | +60.37% | +71.69% | −11.33% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +11.37% |
| #2 | Apr 2026 | +10.09% |
| #3 | Aug 2024 | +9.71% |
| #4 | Aug 2025 | +8.51% |
| #5 | Jul 2024 | +7.60% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −14.65% |
| #2 | Dec 2024 | −9.44% |
| #3 | Sep 2024 | −5.08% |
| #4 | Jul 2026 | −5.03% |
| #5 | Sep 2023 | −4.91% |
| Quarter | Return |
|---|---|
| Q2 2025 | −2.32% |
| Q3 2025 | +12.67% |
| Q4 2025 | −12.72% |
| Q1 2026 | +14.45% |
| Q2 2026 | +9.03% |
| Q3 2026 (QTD) | −3.38% |
| Year | Return |
|---|---|
| 2023 | −11.75% |
| 2024 | +29.62% |
| 2025 | +10.27% |
| 2026 | +20.57% |
| Metric | Value |
|---|---|
| 52-Week High | $77.05 (2026-07-28) |
| 52-Week Low | $54.70 (2026-01-07) |
| Current Price | $69.52 |
| 200-Day Moving Average | $66.60 |
| Price vs 200DMA | +4.39% |
| 3-Year Maximum Drawdown | −19.15% (2026-01-07) |
| Current Drawdown from 52W High | −9.77% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 93.4 |
| 3-Year Excess Return vs S&P 500 | −11.33% |
| RS Peak | 114.8 (Apr 2025) |
| RS Trough | 79.4 (Mar 2024) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was MO's return for this report period?
MO returned +1.52% in the latest monthly window ending 2026-09-18.
Has MO outperformed SPY year to date?
YTD MO: +20.57% vs SPY: +11.70%.
What is MO's 12-month return?
+8.73% over the trailing 12 months.
Is MO above or below its 200-day moving average?
Price is +4.39% versus 200DMA ($66.60).
What is the maximum drawdown in the 3-year window?
−19.15% on 2026-01-07.