SPGI monthly performance report
View SPGI's monthly returns, drawdown, and seasonality trends — updated every month.
SPGI monthly report
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Key takeaways
- S&P Global (SPGI) closed September 2026 at $406.76, down 6.67% for the month and −24.85% over the trailing 12 months.
- Year-to-date, SPGI is −22.16%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −9.15% versus its 200-day moving average ($447.73), a cautious technical signal.
- Over the past three years, SPGI has underperformed the S&P 500 by −65.31%, with a relative strength index reading of 61.4.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
S&P Global ended September 2026 at $406.76, posting a monthly return of −6.67%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −4.98%.
The current quarter stands at −0.12% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.15% versus the 200-day moving average ($447.73).
Year-to-date, SPGI is −22.16% against SPY +10.58%, a gap of −32.74%. The stock is currently −26.34% below its 52-week high, with maximum 3-year drawdown at −30.73%.
| Period | SPGI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.40% | −0.44% | −0.96% |
| 1 Week | −2.77% | −1.10% | −1.68% |
| 1 Month | −6.67% | −1.69% | −4.98% |
| 3 Months | −1.59% | −0.10% | −1.49% |
| 6 Months | −6.59% | +13.21% | −19.80% |
| YTD | −22.16% | +10.58% | −32.74% |
| 12 Months | −24.85% | +14.25% | −39.10% |
| 3 Years | +4.76% | +70.07% | −65.31% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +19.04% |
| #2 | Nov 2024 | +8.77% |
| #3 | Jul 2024 | +8.68% |
| #4 | Dec 2023 | +5.94% |
| #5 | Aug 2024 | +5.88% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −16.28% |
| #2 | Sep 2025 | −11.26% |
| #3 | Oct 2024 | −7.02% |
| #4 | Sep 2026 | −6.67% |
| #5 | Sep 2023 | −6.51% |
| Quarter | Return |
|---|---|
| Q2 2025 | +3.78% |
| Q3 2025 | −7.70% |
| Q4 2025 | +7.37% |
| Q1 2026 | −18.61% |
| Q2 2026 | −4.25% |
| Q3 2026 (QTD) | −0.12% |
| Year | Return |
|---|---|
| 2023 | +31.52% |
| 2024 | +13.06% |
| 2025 | +4.93% |
| 2026 | −22.16% |
| Metric | Value |
|---|---|
| 52-Week High | $552.25 (2026-01-15) |
| 52-Week Low | $381.61 (2026-02-12) |
| Current Price | $406.76 |
| 200-Day Moving Average | $447.73 |
| Price vs 200DMA | −9.15% |
| 3-Year Maximum Drawdown | −30.73% (2026-02-11) |
| Current Drawdown from 52W High | −26.34% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 61.4 |
| 3-Year Excess Return vs S&P 500 | −65.31% |
| RS Peak | 107.9 (Sep 2024) |
| RS Trough | 60.1 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SPGI's return for this report period?
SPGI returned −6.67% in the latest monthly window ending 2026-09-16.
Has SPGI outperformed SPY year to date?
YTD SPGI: −22.16% vs SPY: +10.58%.
What is SPGI's 12-month return?
−24.85% over the trailing 12 months.
Is SPGI above or below its 200-day moving average?
Price is −9.15% versus 200DMA ($447.73).
What is the maximum drawdown in the 3-year window?
−30.73% on 2026-02-11.