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 November 2026 at $7,561.67, down 0.24% for the month and +12.23% over the trailing 12 months.
- Year-to-date, SPX is +10.46%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +3.14% versus its 200-day moving average ($7,331.76), a bullish technical signal.
- Over the past three years, SPX has outperformed the S&P 500 by +0.03%, with a relative strength index reading of 100.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
SPX ended November 2026 at $7,561.67, posting a monthly return of −0.24%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −0.06%.
The current quarter stands at −1.17% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +3.14% versus the 200-day moving average ($7,331.76).
Year-to-date, SPX is +10.46% against SPY +10.62%, a gap of −0.16%. The stock is currently −3.61% below its 52-week high, with maximum 3-year drawdown at −18.90%.
| Period | SPX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.40% | −0.36% | −0.04% |
| 1 Week | +2.51% | +2.59% | −0.09% |
| 1 Month | −0.24% | −0.18% | −0.06% |
| 3 Months | −2.88% | −2.37% | −0.51% |
| 6 Months | +2.17% | +0.83% | +1.34% |
| YTD | +10.46% | +10.62% | −0.16% |
| 12 Months | +12.23% | +12.25% | −0.02% |
| 3 Years | +71.41% | +71.37% | +0.03% |
| 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 |
|---|---|
| Q3 2025 | +7.79% |
| Q4 2025 | +2.35% |
| Q1 2026 | −4.63% |
| Q2 2026 | +14.87% |
| Q3 2026 | +2.03% |
| Q4 2026 (QTD) | −1.17% |
| Year | Return |
|---|---|
| 2023 | +24.23% |
| 2024 | +23.31% |
| 2025 | +16.39% |
| 2026 | +10.46% |
| Metric | Value |
|---|---|
| 52-Week High | $7,844.52 (2026-10-06) |
| 52-Week Low | $6,316.91 (2026-03-30) |
| Current Price | $7,561.67 |
| 200-Day Moving Average | $7,331.76 |
| Price vs 200DMA | +3.14% |
| 3-Year Maximum Drawdown | −18.90% (2025-04-08) |
| Current Drawdown from 52W High | −3.61% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 100 |
| 3-Year Excess Return vs S&P 500 | +0.03% |
| RS Peak | 100.7 (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 −0.24% in the latest monthly window ending 2026-11-13.
Has SPX outperformed SPY year to date?
YTD SPX: +10.46% vs SPY: +10.62%.
What is SPX's 12-month return?
+12.23% over the trailing 12 months.
Is SPX above or below its 200-day moving average?
Price is +3.14% versus 200DMA ($7,331.76).
What is the maximum drawdown in the 3-year window?
−18.90% on 2025-04-08.