SPMD monthly performance report
Monthly SPMD research: returns, drawdown, relative strength, seasonality, and key stats.
SPMD monthly report
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Key takeaways
- SPMD (SPMD) closed August 2026 at $67.47, up 2.26% for the month and +22.45% over the trailing 12 months.
- Year-to-date, SPMD is +16.51%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.36% versus its 200-day moving average ($61.69), a bullish technical signal.
- Over the past three years, SPMD has underperformed the S&P 500 by −28.73%, with a relative strength index reading of 83.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
SPMD ended August 2026 at $67.47, posting a monthly return of +2.26%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.79%.
The current quarter stands at −1.13% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.36% versus the 200-day moving average ($61.69).
Year-to-date, SPMD is +16.51% against SPY +12.89%, a gap of +3.62%. The stock is currently −1.16% below its 52-week high, with maximum 3-year drawdown at −24.63%.
| Period | SPMD | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.65% | −0.20% | −0.45% |
| 1 Week | +1.28% | +3.90% | −2.63% |
| 1 Month | +2.26% | +3.05% | −0.79% |
| 3 Months | +5.74% | +7.11% | −1.38% |
| 6 Months | +11.03% | +10.70% | +0.33% |
| YTD | +16.51% | +12.89% | +3.62% |
| 12 Months | +22.45% | +22.58% | −0.13% |
| 3 Years | +43.55% | +72.29% | −28.73% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +8.77% |
| #2 | Dec 2023 | +8.60% |
| #3 | Jun 2023 | +8.49% |
| #4 | Nov 2024 | +8.30% |
| #5 | Apr 2026 | +7.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.60% |
| #2 | Sep 2023 | −6.25% |
| #3 | Mar 2025 | −6.09% |
| #4 | Apr 2024 | −6.09% |
| #5 | Oct 2023 | −5.10% |
| Quarter | Return |
|---|---|
| Q2 2025 | +6.03% |
| Q3 2025 | +8.10% |
| Q4 2025 | +2.59% |
| Q1 2026 | +3.14% |
| Q2 2026 | +13.42% |
| Q3 2026 (QTD) | −1.13% |
| Year | Return |
|---|---|
| 2023 | +14.93% |
| 2024 | +10.74% |
| 2025 | +11.15% |
| 2026 | +15.66% |
| Metric | Value |
|---|---|
| 52-Week High | $68.26 (2026-08-05) |
| 52-Week Low | $54.50 (2025-08-11) |
| Current Price | $67.47 |
| 200-Day Moving Average | $61.69 |
| Price vs 200DMA | +9.36% |
| 3-Year Maximum Drawdown | −24.63% (2025-04-08) |
| Current Drawdown from 52W High | −1.16% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 83.4 |
| 3-Year Excess Return vs S&P 500 | −28.73% |
| RS Peak | 100 (Aug 2023) |
| RS Trough | 78.9 (Nov 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SPMD's return for this report period?
SPMD returned +2.26% in the latest monthly window ending 2026-08-05.
Has SPMD outperformed SPY year to date?
YTD SPMD: +16.51% vs SPY: +12.89%.
What is SPMD's 12-month return?
+22.45% over the trailing 12 months.
Is SPMD above or below its 200-day moving average?
Price is +9.36% versus 200DMA ($61.69).
What is the maximum drawdown in the 3-year window?
−24.63% on 2025-04-08.