SPX monthly performance report
Explore SPX's monthly returns, drawdown, and seasonality trends — updated every month.
SPX monthly report
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Key takeaways
- SPX (SPX) closed September 2026 at $7,650.50, down 0.46% for the month and +15.36% over the trailing 12 months.
- Year-to-date, SPX is +11.76%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +6.74% versus its 200-day moving average ($7,167.33), a bullish technical signal.
- Over the past three years, SPX has outperformed the S&P 500 by +0.09%, with a relative strength index reading of 100.1.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
SPX ended September 2026 at $7,650.50, posting a monthly return of −0.46%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +0.24%.
The current quarter stands at +2.02% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +6.74% versus the 200-day moving average ($7,167.33).
Year-to-date, SPX is +11.76% against SPY +11.70%, a gap of +0.06%. The stock is currently −2.13% below its 52-week high, with maximum 3-year drawdown at −18.90%.
| Period | SPX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.17% | −0.12% | +0.29% |
| 1 Week | −0.08% | −0.34% | +0.26% |
| 1 Month | −0.46% | −0.70% | +0.24% |
| 3 Months | +1.85% | +2.80% | −0.95% |
| 6 Months | +15.35% | +13.85% | +1.50% |
| YTD | +11.76% | +11.70% | +0.06% |
| 12 Months | +15.36% | +15.01% | +0.34% |
| 3 Years | +71.79% | +71.69% | +0.09% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +10.42% |
| #2 | Nov 2023 | +8.92% |
| #3 | May 2025 | +6.15% |
| #4 | Nov 2024 | +5.73% |
| #5 | Feb 2024 | +5.17% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −5.75% |
| #2 | Mar 2026 | −5.09% |
| #3 | Sep 2023 | −4.87% |
| #4 | Apr 2024 | −4.16% |
| #5 | Dec 2024 | −2.50% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.57% |
| Q3 2025 | +7.79% |
| Q4 2025 | +2.35% |
| Q1 2026 | −4.63% |
| Q2 2026 | +14.87% |
| Q3 2026 (QTD) | +2.02% |
| Year | Return |
|---|---|
| 2023 | +24.23% |
| 2024 | +23.31% |
| 2025 | +16.39% |
| 2026 | +11.76% |
| Metric | Value |
|---|---|
| 52-Week High | $7,816.70 (2026-08-13) |
| 52-Week Low | $6,316.91 (2026-03-30) |
| Current Price | $7,650.50 |
| 200-Day Moving Average | $7,167.33 |
| Price vs 200DMA | +6.74% |
| 3-Year Maximum Drawdown | −18.90% (2025-04-08) |
| Current Drawdown from 52W High | −2.13% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 100.1 |
| 3-Year Excess Return vs S&P 500 | +0.09% |
| RS Peak | 100.5 (Jun 2026) |
| RS Trough | 99.1 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SPX's return for this report period?
SPX returned −0.46% in the latest monthly window ending 2026-09-18.
Has SPX outperformed SPY year to date?
YTD SPX: +11.76% vs SPY: +11.70%.
What is SPX's 12-month return?
+15.36% over the trailing 12 months.
Is SPX above or below its 200-day moving average?
Price is +6.74% versus 200DMA ($7,167.33).
What is the maximum drawdown in the 3-year window?
−18.90% on 2025-04-08.