PM monthly performance report
Monthly PM research: returns, drawdown, relative strength, seasonality, and key stats.
PM monthly report
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Key takeaways
- Philip Morris International (PM) closed August 2026 at $188.93, down 0.99% for the month and +15.10% over the trailing 12 months.
- Year-to-date, PM is +17.79%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +10.89% versus its 200-day moving average ($170.38), a bullish technical signal.
- Over the past three years, PM has outperformed the S&P 500 by +24.09%, with a relative strength index reading of 113.8.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
Philip Morris International ended August 2026 at $188.93, posting a monthly return of −0.99%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.04%.
The current quarter stands at +7.19% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.89% versus the 200-day moving average ($170.38).
Year-to-date, PM is +17.79% against SPY +12.89%, a gap of +4.90%. The stock is currently −9.06% below its 52-week high, with maximum 3-year drawdown at −21.96%.
| Period | PM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.08% | −0.20% | +1.28% |
| 1 Week | −5.62% | +3.90% | −9.52% |
| 1 Month | −0.99% | +3.05% | −4.04% |
| 3 Months | +14.45% | +7.11% | +7.34% |
| 6 Months | +5.00% | +10.70% | −5.70% |
| YTD | +17.79% | +12.89% | +4.90% |
| 12 Months | +15.10% | +22.58% | −7.48% |
| 3 Years | +96.37% | +72.29% | +24.09% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +20.46% |
| #2 | Jul 2024 | +12.92% |
| #3 | Jan 2026 | +11.97% |
| #4 | Nov 2025 | +9.74% |
| #5 | Oct 2024 | +9.22% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −11.38% |
| #2 | Mar 2026 | −11.35% |
| #3 | Jul 2025 | −10.23% |
| #4 | Dec 2024 | −9.16% |
| #5 | Sep 2023 | −4.30% |
| Quarter | Return |
|---|---|
| Q2 2025 | +16.57% |
| Q3 2025 | −11.64% |
| Q4 2025 | −0.87% |
| Q1 2026 | +2.54% |
| Q2 2026 | +12.51% |
| Q3 2026 (QTD) | +7.19% |
| Year | Return |
|---|---|
| 2023 | −10.38% |
| 2024 | +27.51% |
| 2025 | +35.30% |
| 2026 | +23.66% |
| Metric | Value |
|---|---|
| 52-Week High | $207.75 (2026-07-28) |
| 52-Week Low | $142.11 (2025-11-03) |
| Current Price | $188.93 |
| 200-Day Moving Average | $170.38 |
| Price vs 200DMA | +10.89% |
| 3-Year Maximum Drawdown | −21.96% (2025-10-31) |
| Current Drawdown from 52W High | −9.06% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 113.8 |
| 3-Year Excess Return vs S&P 500 | +24.09% |
| RS Peak | 146.3 (Apr 2025) |
| RS Trough | 80 (Apr 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was PM's return for this report period?
PM returned −0.99% in the latest monthly window ending 2026-08-05.
Has PM outperformed SPY year to date?
YTD PM: +17.79% vs SPY: +12.89%.
What is PM's 12-month return?
+15.10% over the trailing 12 months.
Is PM above or below its 200-day moving average?
Price is +10.89% versus 200DMA ($170.38).
What is the maximum drawdown in the 3-year window?
−21.96% on 2025-10-31.