SSO monthly performance report
Explore SSO's monthly returns, drawdown, and seasonality trends — updated every month.
SSO monthly report
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Key takeaways
- SSO (SSO) closed September 2026 at $69.39, down 1.28% for the month and +25.41% over the trailing 12 months.
- Year-to-date, SSO is +19.80%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +11.17% versus its 200-day moving average ($62.42), a bullish technical signal.
- Over the past three years, SSO has outperformed the S&P 500 by +68.83%, with a relative strength index reading of 140.1.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
SSO ended September 2026 at $69.39, posting a monthly return of −1.28%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −0.58%.
The current quarter stands at +2.98% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +11.17% versus the 200-day moving average ($62.42).
Year-to-date, SSO is +19.80% against SPY +11.70%, a gap of +8.11%. The stock is currently −4.68% below its 52-week high, with maximum 3-year drawdown at −35.33%.
| Period | SSO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.14% | −0.12% | +0.26% |
| 1 Week | −0.34% | −0.34% | 0.00% |
| 1 Month | −1.28% | −0.70% | −0.58% |
| 3 Months | +0.83% | +2.80% | −1.97% |
| 6 Months | +27.30% | +13.85% | +13.45% |
| YTD | +19.80% | +11.70% | +8.11% |
| 12 Months | +25.41% | +15.01% | +10.40% |
| 3 Years | +140.52% | +71.69% | +68.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +21.36% |
| #2 | Nov 2023 | +18.30% |
| #3 | May 2025 | +12.19% |
| #4 | Nov 2024 | +11.53% |
| #5 | May 2026 | +10.29% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −11.82% |
| #2 | Mar 2026 | −10.57% |
| #3 | Sep 2023 | −9.83% |
| #4 | Apr 2024 | −8.57% |
| #5 | Dec 2024 | −5.65% |
| Quarter | Return |
|---|---|
| Q2 2025 | +18.05% |
| Q3 2025 | +14.74% |
| Q4 2025 | +3.32% |
| Q1 2026 | −10.43% |
| Q2 2026 | +29.88% |
| Q3 2026 (QTD) | +2.98% |
| Year | Return |
|---|---|
| 2023 | +46.33% |
| 2024 | +42.21% |
| 2025 | +25.21% |
| 2026 | +19.80% |
| Metric | Value |
|---|---|
| 52-Week High | $72.80 (2026-08-13) |
| 52-Week Low | $48.63 (2026-03-30) |
| Current Price | $69.39 |
| 200-Day Moving Average | $62.42 |
| Price vs 200DMA | +11.17% |
| 3-Year Maximum Drawdown | −35.33% (2025-04-08) |
| Current Drawdown from 52W High | −4.68% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 140.1 |
| 3-Year Excess Return vs S&P 500 | +68.83% |
| RS Peak | 143.4 (Aug 2026) |
| RS Trough | 91.6 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SSO's return for this report period?
SSO returned −1.28% in the latest monthly window ending 2026-09-18.
Has SSO outperformed SPY year to date?
YTD SSO: +19.80% vs SPY: +11.70%.
What is SSO's 12-month return?
+25.41% over the trailing 12 months.
Is SSO above or below its 200-day moving average?
Price is +11.17% versus 200DMA ($62.42).
What is the maximum drawdown in the 3-year window?
−35.33% on 2025-04-08.