SPGI monthly performance report
Monthly SPGI research: returns, drawdown, relative strength, seasonality, and key stats.
SPGI monthly report
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Key takeaways
- S&P Global (SPGI) closed August 2026 at $410.03, down 0.46% for the month and −27.17% over the trailing 12 months.
- Year-to-date, SPGI is −21.54%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −10.12% versus its 200-day moving average ($456.21), a cautious technical signal.
- Over the past three years, SPGI has underperformed the S&P 500 by −66.29%, with a relative strength index reading of 61.5.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
S&P Global ended August 2026 at $410.03, posting a monthly return of −0.46%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.51%.
The current quarter stands at +2.62% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.12% versus the 200-day moving average ($456.21).
Year-to-date, SPGI is −21.54% against SPY +12.89%, a gap of −34.42%. The stock is currently −29.19% below its 52-week high, with maximum 3-year drawdown at −30.73%.
| Period | SPGI | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.61% | −0.20% | −0.41% |
| 1 Week | −3.38% | +3.90% | −7.28% |
| 1 Month | −0.46% | +3.05% | −3.51% |
| 3 Months | −4.92% | +7.11% | −12.03% |
| 6 Months |