SSO monthly performance report
Monthly SSO research: returns, drawdown, relative strength, seasonality, and key stats.
SSO monthly report
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Key takeaways
- SSO (SSO) closed August 2026 at $71.12, up 6.17% for the month and +41.84% over the trailing 12 months.
- Year-to-date, SSO is +22.79%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.55% versus its 200-day moving average ($60.50), a bullish technical signal.
- Over the past three years, SSO has outperformed the S&P 500 by +70.11%, with a relative strength index reading of 139.5.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
SSO ended August 2026 at $71.12, posting a monthly return of +6.17%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +3.12%.
The current quarter stands at +2.24% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.55% versus the 200-day moving average ($60.50).
Year-to-date, SSO is +22.79% against SPY +12.89%, a gap of +9.90%. The stock is currently −1.80% below its 52-week high, with maximum 3-year drawdown at −35.33%.
| Period | SSO | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.38% | −0.20% | −0.18% |
| 1 Week | +7.79% | +3.90% | +3.89% |
| 1 Month | +6.17% | +3.05% | +3.12% |
| 3 Months | +12.96% | +7.11% | +5.85% |
| 6 Months | +18.71% | +10.70% | +8.02% |
| YTD | +22.79% | +12.89% | +9.90% |
| 12 Months | +41.84% | +22.58% | +19.26% |
| 3 Years | +142.40% | +72.29% | +70.11% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +20.04% |
| #2 | Nov 2023 | +17.79% |
| #3 | Jun 2023 | +12.58% |
| #4 | Nov 2024 | +10.50% |
| #5 | Jun 2025 | +10.34% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −12.42% |
| #2 | Sep 2023 | −10.94% |
| #3 | Apr 2024 | −8.82% |
| #4 | Mar 2026 | −8.53% |
| #5 | Dec 2024 | −5.82% |
| Quarter | Return |
|---|---|
| Q2 2025 | +16.96% |
| Q3 2025 | +20.36% |
| Q4 2025 | +4.53% |
| Q1 2026 | −8.76% |
| Q2 2026 | +27.86% |
| Q3 2026 (QTD) | +2.24% |
| Year | Return |
|---|---|
| 2023 | +47.21% |
| 2024 | +40.44% |
| 2025 | +33.36% |
| 2026 | +19.27% |
| Metric | Value |
|---|---|
| 52-Week High | $72.42 (2026-08-05) |
| 52-Week Low | $48.63 (2026-03-30) |
| Current Price | $71.12 |
| 200-Day Moving Average | $60.50 |
| Price vs 200DMA | +17.55% |
| 3-Year Maximum Drawdown | −35.33% (2025-04-08) |
| Current Drawdown from 52W High | −1.80% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 139.5 |
| 3-Year Excess Return vs S&P 500 | +70.11% |
| RS Peak | 139.8 (Aug 2026) |
| RS Trough | 90 (Oct 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SSO's return for this report period?
SSO returned +6.17% in the latest monthly window ending 2026-08-05.
Has SSO outperformed SPY year to date?
YTD SSO: +22.79% vs SPY: +12.89%.
What is SSO's 12-month return?
+41.84% over the trailing 12 months.
Is SSO above or below its 200-day moving average?
Price is +17.55% versus 200DMA ($60.50).
What is the maximum drawdown in the 3-year window?
−35.33% on 2025-04-08.