PTC monthly performance report
Monthly PTC research: returns, drawdown, relative strength, seasonality, and key stats.
PTC monthly report
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Key takeaways
- PTC Inc. (PTC) closed August 2026 at $139.43, up 1.63% for the month and −35.09% over the trailing 12 months.
- Year-to-date, PTC is −19.96%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −9.24% versus its 200-day moving average ($153.63), a cautious technical signal.
- Over the past three years, PTC has underperformed the S&P 500 by −73.55%, with a relative strength index reading of 57.1.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
PTC Inc. ended August 2026 at $139.43, posting a monthly return of +1.63%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.42%.
The current quarter stands at +20.79% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.24% versus the 200-day moving average ($153.63).
Year-to-date, PTC is −19.96% against SPY +12.89%, a gap of −32.85%. The stock is currently −36.04% below its 52-week high, with maximum 3-year drawdown at −48.12%.
| Period | PTC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.59% | −0.20% | −1.39% |
| 1 Week | +9.35% | +3.90% | +5.44% |
| 1 Month | +1.63% | +3.05% | −1.42% |
| 3 Months | +2.30% | +7.11% | −4.82% |
| 6 Months | −11.15% | +10.70% | −21.84% |
| YTD | −19.96% | +12.89% | −32.85% |
| 12 Months | −35.09% | +22.58% | −57.67% |
| 3 Years | −1.27% | +72.29% | −73.55% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | +25.08% |
| #2 | Jul 2026 | +19.33% |
| #3 | Dec 2023 | +11.42% |
| #4 | Nov 2023 | +11.41% |
| #5 | Nov 2024 | +9.05% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | −19.43% |
| #2 | Feb 2025 | −13.88% |
| #3 | Nov 2025 | −11.65% |
| #4 | Jan 2026 | −10.45% |
| #5 | Mar 2026 | −8.66% |
| Quarter | Return |
|---|---|
| Q2 2025 | +9.05% |
| Q3 2025 | +21.44% |
| Q4 2025 | −12.79% |
| Q1 2026 | −16.85% |
| Q2 2026 | −23.60% |
| Q3 2026 (QTD) | +20.79% |
| Year | Return |
|---|---|
| 2023 | +46.94% |
| 2024 | +12.70% |
| 2025 | −2.00% |
| 2026 | −23.27% |
| Metric | Value |
|---|---|
| 52-Week High | $218.00 (2025-08-04) |
| 52-Week Low | $108.52 (2026-06-12) |
| Current Price | $139.43 |
| 200-Day Moving Average | $153.63 |
| Price vs 200DMA | −9.24% |
| 3-Year Maximum Drawdown | −48.12% (2026-06-23) |
| Current Drawdown from 52W High | −36.04% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 57.1 |
| 3-Year Excess Return vs S&P 500 | −73.55% |
| RS Peak | 118.7 (Jan 2024) |
| RS Trough | 47.7 (Jul 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PTC's return for this report period?
PTC returned +1.63% in the latest monthly window ending 2026-08-05.
Has PTC outperformed SPY year to date?
YTD PTC: −19.96% vs SPY: +12.89%.
What is PTC's 12-month return?
−35.09% over the trailing 12 months.
Is PTC above or below its 200-day moving average?
Price is −9.24% versus 200DMA ($153.63).
What is the maximum drawdown in the 3-year window?
−48.12% on 2026-06-23.