PEP monthly performance report
View PEP's monthly returns, drawdown, and seasonality trends — updated every month.
PEP monthly report
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Key takeaways
- PepsiCo (PEP) closed September 2026 at $134.34, down 4.28% for the month and −4.06% over the trailing 12 months.
- Year-to-date, PEP is −6.40%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −9.61% versus its 200-day moving average ($148.62), a cautious technical signal.
- Over the past three years, PEP has underperformed the S&P 500 by −95.37%, with a relative strength index reading of 44.1.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
PepsiCo ended September 2026 at $134.34, posting a monthly return of −4.28%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −2.58%.
The current quarter stands at −0.78% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.61% versus the 200-day moving average ($148.62).
Year-to-date, PEP is −6.40% against SPY +10.58%, a gap of −16.97%. The stock is currently −21.66% below its 52-week high, with maximum 3-year drawdown at −30.09%.
| Period | PEP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.86% | −0.44% | −0.42% |
| 1 Week | −1.72% | −1.10% | −0.62% |
| 1 Month | −4.28% | −1.69% | −2.58% |
| 3 Months | −6.88% | −0.10% | −6.78% |
| 6 Months | −16.12% | +13.21% | −29.33% |
| YTD | −6.40% | +10.58% | −16.97% |
| 12 Months | −4.06% | +14.25% | −18.31% |
| 3 Years | −25.30% | +70.07% | −95.37% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +10.49% |
| #2 | Aug 2025 | +7.78% |
| #3 | Jan 2026 | +7.04% |
| #4 | Mar 2024 | +5.85% |
| #5 | Jul 2024 | +4.69% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −9.58% |
| #2 | May 2026 | −9.02% |
| #3 | Mar 2026 | −8.51% |
| #4 | Dec 2024 | −6.97% |
| #5 | Jun 2026 | −6.10% |
| Quarter | Return |
|---|---|
| Q2 2025 | −11.94% |
| Q3 2025 | +6.36% |
| Q4 2025 | +2.19% |
| Q1 2026 | +8.20% |
| Q2 2026 | −12.81% |
| Q3 2026 (QTD) | −0.78% |
| Year | Return |
|---|---|
| 2023 | −5.99% |
| 2024 | −10.47% |
| 2025 | −5.62% |
| 2026 | −6.40% |
| Metric | Value |
|---|---|
| 52-Week High | $171.48 (2026-02-12) |
| 52-Week Low | $133.73 (2026-07-23) |
| Current Price | $134.34 |
| 200-Day Moving Average | $148.62 |
| Price vs 200DMA | −9.61% |
| 3-Year Maximum Drawdown | −30.09% (2025-06-25) |
| Current Drawdown from 52W High | −21.66% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 44.1 |
| 3-Year Excess Return vs S&P 500 | −95.37% |
| RS Peak | 100.7 (Sep 2023) |
| RS Trough | 44.1 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PEP's return for this report period?
PEP returned −4.28% in the latest monthly window ending 2026-09-16.
Has PEP outperformed SPY year to date?
YTD PEP: −6.40% vs SPY: +10.58%.
What is PEP's 12-month return?
−4.06% over the trailing 12 months.
Is PEP above or below its 200-day moving average?
Price is −9.61% versus 200DMA ($148.62).
What is the maximum drawdown in the 3-year window?
−30.09% on 2025-06-25.