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 September 2026 at $410.05, down 3.39% for the month and +18.97% over the trailing 12 months.
- Year-to-date, ROK is +5.39%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −2.58% versus its 200-day moving average ($420.90), a cautious technical signal.
- Over the past three years, ROK has underperformed the S&P 500 by −28.22%, with a relative strength index reading of 82.6.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Rockwell Automation ended September 2026 at $410.05, posting a monthly return of −3.39%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −2.81%.
The current quarter stands at −17.18% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.58% versus the 200-day moving average ($420.90).
Year-to-date, ROK is +5.39% against SPY +11.83%, a gap of −6.44%. The stock is currently −17.55% below its 52-week high, with maximum 3-year drawdown at −29.64%.
| Period | ROK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.17% | +1.13% | −2.31% |
| 1 Week | −2.69% | +0.63% | −3.32% |
| 1 Month | −3.39% | −0.58% | −2.81% |
| 3 Months | −10.73% | +1.64% | −12.37% |
| 6 Months | +9.86% | +15.15% | −5.29% |
| YTD | +5.39% | +11.83% | −6.44% |
| 12 Months | +18.97% | +15.69% | +3.28% |
| 3 Years | +43.78% | +72.00% | −28.22% |
| 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 |
|---|---|
| Q2 2025 | +28.56% |
| Q3 2025 | +5.23% |
| Q4 2025 | +11.31% |
| Q1 2026 | −7.76% |
| Q2 2026 | +37.95% |
| Q3 2026 (QTD) | −17.18% |
| Year | Return |
|---|---|
| 2023 | +20.54% |
| 2024 | −7.95% |
| 2025 | +36.14% |
| 2026 | +5.39% |
| Metric | Value |
|---|---|
| 52-Week High | $497.36 (2026-06-30) |
| 52-Week Low | $332.71 (2025-10-10) |
| Current Price | $410.05 |
| 200-Day Moving Average | $420.90 |
| Price vs 200DMA | −2.58% |
| 3-Year Maximum Drawdown | −29.64% (2025-04-08) |
| Current Drawdown from 52W High | −17.55% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 82.6 |
| 3-Year Excess Return vs S&P 500 | −28.22% |
| RS Peak | 106.3 (Oct 2023) |
| RS Trough | 66 (Apr 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ROK's return for this report period?
ROK returned −3.39% in the latest monthly window ending 2026-09-17.
Has ROK outperformed SPY year to date?
YTD ROK: +5.39% vs SPY: +11.83%.
What is ROK's 12-month return?
+18.97% over the trailing 12 months.
Is ROK above or below its 200-day moving average?
Price is −2.58% versus 200DMA ($420.90).
What is the maximum drawdown in the 3-year window?
−29.64% on 2025-04-08.