SPX monthly performance report
Monthly SPX research: returns, drawdown, relative strength, seasonality, and key stats.
SPX monthly report
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Key takeaways
- SPX (SPX) closed August 2026 at $7,723.55, up 3.12% for the month and +22.61% over the trailing 12 months.
- Year-to-date, SPX is +12.83%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +9.87% versus its 200-day moving average ($7,029.67), a bullish technical signal.
- Over the past three years, SPX has outperformed the S&P 500 by +0.19%, with a relative strength index reading of 100.1.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
SPX ended August 2026 at $7,723.55, posting a monthly return of +3.12%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +0.08%.
The current quarter stands at +1.37% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +9.87% versus the 200-day moving average ($7,029.67).
Year-to-date, SPX is +12.83% against SPY +12.89%, a gap of −0.06%. The stock is currently −0.90% 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% | −0.20% | +0.03% |
| 1 Week | +3.97% | +3.90% | +0.06% |
| 1 Month | +3.12% | +3.05% | +0.08% |
| 3 Months | +7.14% | +7.11% | +0.02% |
| 6 Months | +10.71% | +10.70% | +0.01% |
| YTD | +12.83% | +12.89% | −0.06% |
| 12 Months | +22.61% | +22.58% | +0.03% |
| 3 Years | +72.48% | +72.29% | +0.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +9.95% |
| #2 | Nov 2023 | +8.72% |
| #3 | Jun 2023 | +6.39% |
| #4 | Nov 2024 | +5.40% |
| #5 | Jun 2025 | +5.23% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −5.97% |
| #2 | Sep 2023 | −5.35% |
| #3 | Mar 2026 | −4.34% |
| #4 | Apr 2024 | −4.23% |
| #5 | Dec 2024 | −2.62% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.03% |
| Q3 2025 | +10.00% |
| Q4 2025 | +2.63% |
| Q1 2026 | −4.01% |
| Q2 2026 | +13.94% |
| Q3 2026 (QTD) | +1.37% |
| Year | Return |
|---|---|
| 2023 | +24.15% |
| 2024 | +22.63% |
| 2025 | +19.20% |
| 2026 | +10.86% |
| Metric | Value |
|---|---|
| 52-Week High | $7,793.68 (2026-08-05) |
| 52-Week Low | $6,271.71 (2025-08-04) |
| Current Price | $7,723.55 |
| 200-Day Moving Average | $7,029.67 |
| Price vs 200DMA | +9.87% |
| 3-Year Maximum Drawdown | −18.90% (2025-04-08) |
| Current Drawdown from 52W High | −0.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 100.1 |
| 3-Year Excess Return vs S&P 500 | +0.19% |
| RS Peak | 100.6 (Jun 2026) |
| RS Trough | 99.2 (Apr 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SPX's return for this report period?
SPX returned +3.12% in the latest monthly window ending 2026-08-05.
Has SPX outperformed SPY year to date?
YTD SPX: +12.83% vs SPY: +12.89%.
What is SPX's 12-month return?
+22.61% over the trailing 12 months.
Is SPX above or below its 200-day moving average?
Price is +9.87% versus 200DMA ($7,029.67).
What is the maximum drawdown in the 3-year window?
−18.90% on 2025-04-08.