ROK monthly performance report
Monthly ROK research: returns, drawdown, relative strength, seasonality, and key stats.
ROK monthly report
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Key takeaways
- Rockwell Automation (ROK) closed August 2026 at $450.05, down 6.26% for the month and +30.07% over the trailing 12 months.
- Year-to-date, ROK is +15.67%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.27% versus its 200-day moving average ($411.89), a bullish technical signal.
- Over the past three years, ROK has underperformed the S&P 500 by −21.68%, with a relative strength index reading of 84.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Rockwell Automation ended August 2026 at $450.05, posting a monthly return of −6.26%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −9.30%.
The current quarter stands at −2.09% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.27% versus the 200-day moving average ($411.89).
Year-to-date, ROK is +15.67% against SPY +12.89%, a gap of +2.79%. The stock is currently −9.51% below its 52-week high, with maximum 3-year drawdown at −30.98%.
| Period | ROK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.08% | −0.20% | +1.28% |
| 1 Week | −4.48% | +3.90% | −8.39% |
| 1 Month | −6.26% | +3.05% | −9.30% |
| 3 Months | +10.06% | +7.11% | +2.95% |
| 6 Months |