PTC monthly performance report
Check PTC's monthly returns, drawdown, and seasonality trends — updated every month.
PTC monthly report
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Key takeaways
- PTC Inc. (PTC) closed September 2026 at $135.89, down 12.75% for the month and −34.09% over the trailing 12 months.
- Year-to-date, PTC is −22.00%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −7.84% versus its 200-day moving average ($147.45), a cautious technical signal.
- Over the past three years, PTC has underperformed the S&P 500 by −76.85%, with a relative strength index reading of 55.2.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
PTC Inc. ended September 2026 at $135.89, posting a monthly return of −12.75%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −12.05%.
The current quarter stands at +19.61% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.84% versus the 200-day moving average ($147.45).
Year-to-date, PTC is −22.00% against SPY +11.70%, a gap of −33.69%. The stock is currently −34.84% below its 52-week high, with maximum 3-year drawdown at −48.12%.
| Period | PTC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.08% | −0.12% | +1.20% |
| 1 Week | +3.91% | −0.34% | +4.25% |
| 1 Month | −12.75% | −0.70% | −12.05% |
| 3 Months | +14.99% | +2.80% | +12.19% |
| 6 Months | −12.83% | +13.85% | −26.68% |
| YTD | −22.00% | +11.70% | −33.69% |
| 12 Months | −34.09% | +15.01% | −49.11% |
| 3 Years | −5.15% | +71.69% | −76.85% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | +24.64% |
| #2 | Jul 2026 | +20.76% |
| #3 | Aug 2026 | +13.51% |
| #4 | Nov 2023 | +12.06% |
| #5 | Dec 2023 | +11.18% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −18.11% |
| #2 | Feb 2025 | −15.43% |
| #3 | Sep 2026 | −12.75% |
| #4 | Nov 2025 | −11.64% |
| #5 | Jan 2026 | −10.38% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.22% |
| Q3 2025 | +17.80% |
| Q4 2025 | −14.19% |
| Q1 2026 | −18.21% |
| Q2 2026 | −20.27% |
| Q3 2026 (QTD) | +19.61% |
| Year | Return |
|---|---|
| 2023 | +45.75% |
| 2024 | +5.09% |
| 2025 | −5.25% |
| 2026 | −22.00% |
| Metric | Value |
|---|---|
| 52-Week High | $208.56 (2025-09-15) |
| 52-Week Low | $108.52 (2026-06-12) |
| Current Price | $135.89 |
| 200-Day Moving Average | $147.45 |
| Price vs 200DMA | −7.84% |
| 3-Year Maximum Drawdown | −48.12% (2026-06-23) |
| Current Drawdown from 52W High | −34.84% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 55.2 |
| 3-Year Excess Return vs S&P 500 | −76.85% |
| RS Peak | 116.5 (Jan 2024) |
| RS Trough | 46.9 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PTC's return for this report period?
PTC returned −12.75% in the latest monthly window ending 2026-09-18.
Has PTC outperformed SPY year to date?
YTD PTC: −22.00% vs SPY: +11.70%.
What is PTC's 12-month return?
−34.09% over the trailing 12 months.
Is PTC above or below its 200-day moving average?
Price is −7.84% versus 200DMA ($147.45).
What is the maximum drawdown in the 3-year window?
−48.12% on 2026-06-23.