ROK monthly performance report
Explore ROK's monthly returns, drawdown, and seasonality trends — updated every month.
ROK monthly report
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Key takeaways
- Rockwell Automation (ROK) closed November 2026 at $402.46, down 7.73% for the month and +6.00% over the trailing 12 months.
- Year-to-date, ROK is +3.44%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −5.62% versus its 200-day moving average ($426.41), a cautious technical signal.
- Over the past three years, ROK has underperformed the S&P 500 by −17.39%, with a relative strength index reading of 89.9.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Rockwell Automation ended November 2026 at $402.46, posting a monthly return of −7.73%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −7.56%.
The current quarter stands at −7.55% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −5.62% versus the 200-day moving average ($426.41).
Year-to-date, ROK is +3.44% against SPY +10.62%, a gap of −7.18%. The stock is currently −19.08% below its 52-week high, with maximum 3-year drawdown at −29.64%.
| Period | ROK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.43% | −0.36% | −0.07% |
| 1 Week | +7.08% | +2.59% | +4.48% |
| 1 Month | −7.73% | −0.18% | −7.56% |
| 3 Months | −10.44% | −2.37% | −8.07% |
| 6 Months | −11.55% | +0.83% | −12.37% |
| YTD | +3.44% | +10.62% | −7.18% |
| 12 Months | +6.00% | +12.25% | −6.25% |
| 3 Years | +53.99% | +71.37% | −17.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | +27.40% |
| #2 | Apr 2026 | +13.94% |
| #3 | Dec 2023 | +12.72% |
| #4 | Feb 2024 | +12.56% |
| #5 | Nov 2024 | +10.66% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jan 2024 | −18.42% |
| #2 | Mar 2026 | −11.92% |
| #3 | Aug 2026 | −11.59% |
| #4 | Mar 2025 | −10.02% |
| #5 | Sep 2023 | −8.40% |
| Quarter | Return |
|---|---|
| Q3 2025 | +5.23% |
| Q4 2025 | +11.31% |
| Q1 2026 | −7.76% |
| Q2 2026 | +37.95% |
| Q3 2026 | −12.07% |
| Q4 2026 (QTD) | −7.55% |
| Year | Return |
|---|---|
| 2023 | +20.54% |
| 2024 | −7.95% |
| 2025 | +36.14% |
| 2026 | +3.44% |
| Metric | Value |
|---|---|
| 52-Week High | $497.36 (2026-06-30) |
| 52-Week Low | $347.58 (2026-03-30) |
| Current Price | $402.46 |
| 200-Day Moving Average | $426.41 |
| Price vs 200DMA | −5.62% |
| 3-Year Maximum Drawdown | −29.64% (2025-04-08) |
| Current Drawdown from 52W High | −19.08% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.9 |
| 3-Year Excess Return vs S&P 500 | −17.39% |
| RS Peak | 111.7 (Jun 2026) |
| RS Trough | 72.4 (Apr 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ROK's return for this report period?
ROK returned −7.73% in the latest monthly window ending 2026-11-13.
Has ROK outperformed SPY year to date?
YTD ROK: +3.44% vs SPY: +10.62%.
What is ROK's 12-month return?
+6.00% over the trailing 12 months.
Is ROK above or below its 200-day moving average?
Price is −5.62% versus 200DMA ($426.41).
What is the maximum drawdown in the 3-year window?
−29.64% on 2025-04-08.