RWM monthly performance report
Check RWM's monthly returns, drawdown, and seasonality trends — updated every month.
RWM monthly report
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Key takeaways
- RWM (RWM) closed September 2026 at $14.16, up 3.51% for the month and −15.21% over the trailing 12 months.
- Year-to-date, RWM is −13.50%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −4.33% versus its 200-day moving average ($14.80), a cautious technical signal.
- Over the past three years, RWM has underperformed the S&P 500 by −112.12%, with a relative strength index reading of 34.7.
- Win rate over the trailing 39 months stands at 38.5% — 15 positive months versus 24 negative months.
RWM ended September 2026 at $14.16, posting a monthly return of +3.51%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +4.21%.
The current quarter stands at +6.55% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.33% versus the 200-day moving average ($14.80).
Year-to-date, RWM is −13.50% against SPY +11.70%, a gap of −25.20%. The stock is currently −20.45% below its 52-week high, with maximum 3-year drawdown at −50.25%.
| Period | RWM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.50% | −0.12% | +0.62% |
| 1 Week | +1.51% | −0.34% | +1.85% |
| 1 Month | +3.51% | −0.70% | +4.21% |
| 3 Months | +2.61% | +2.80% | −0.19% |
| 6 Months | −13.87% | +13.85% | −27.72% |
| YTD | −13.50% | +11.70% | −25.20% |
| 12 Months | −15.21% | +15.01% | −30.22% |
| 3 Years | −40.43% | +71.69% | −112.12% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2024 | +7.93% |
| #2 | Dec 2024 | +7.83% |
| #3 | Oct 2023 | +7.77% |
| #4 | Mar 2025 | +6.68% |
| #5 | Aug 2023 | +6.06% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | −12.09% |
| #2 | Apr 2026 | −10.60% |
| #3 | Nov 2024 | −9.90% |
| #4 | Jul 2024 | −9.13% |
| #5 | Nov 2023 | −8.09% |
| Quarter | Return |
|---|---|
| Q2 2025 | −9.30% |
| Q3 2025 | −10.79% |
| Q4 2025 | −2.50% |
| Q1 2026 | −0.92% |
| Q2 2026 | −18.06% |
| Q3 2026 (QTD) | +6.55% |
| Year | Return |
|---|---|
| 2023 | −14.31% |
| 2024 | −11.10% |
| 2025 | −12.65% |
| 2026 | −13.50% |
| Metric | Value |
|---|---|
| 52-Week High | $17.80 (2025-11-20) |
| 52-Week Low | $13.16 (2026-08-13) |
| Current Price | $14.16 |
| 200-Day Moving Average | $14.80 |
| Price vs 200DMA | −4.33% |
| 3-Year Maximum Drawdown | −50.25% (2026-08-14) |
| Current Drawdown from 52W High | −20.45% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 34.7 |
| 3-Year Excess Return vs S&P 500 | −112.12% |
| RS Peak | 120.2 (Oct 2023) |
| RS Trough | 31.6 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was RWM's return for this report period?
RWM returned +3.51% in the latest monthly window ending 2026-09-18.
Has RWM outperformed SPY year to date?
YTD RWM: −13.50% vs SPY: +11.70%.
What is RWM's 12-month return?
−15.21% over the trailing 12 months.
Is RWM above or below its 200-day moving average?
Price is −4.33% versus 200DMA ($14.80).
What is the maximum drawdown in the 3-year window?
−50.25% on 2026-08-14.