SW monthly performance report
Monthly SW research: returns, drawdown, relative strength, seasonality, and key stats.
SW monthly report
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Key takeaways
- Smurfit WestRock (SW) closed August 2026 at $48.47, up 5.44% for the month and +9.74% over the trailing 12 months.
- Year-to-date, SW is +25.34%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.12% versus its 200-day moving average ($41.38), a bullish technical signal.
- Over the past three years, SW has underperformed the S&P 500 by −53.14%, with a relative strength index reading of 69.8.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Smurfit WestRock ended August 2026 at $48.47, posting a monthly return of +5.44%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.39%.
The current quarter stands at +2.41% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.12% versus the 200-day moving average ($41.38).
Year-to-date, SW is +25.34% against SPY +12.89%, a gap of +12.46%. The stock is currently −7.94% below its 52-week high, with maximum 3-year drawdown at −42.11%.
| Period | SW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.10% | −0.20% | +0.10% |
| 1 Week | −4.59% | +3.90% | −8.49% |
| 1 Month | +5.44% | +3.05% | +2.39% |
| 3 Months | +26.26% | +7.11% | +19.14% |
| 6 Months | +15.51% | +10.70% | +4.82% |
| YTD | +25.34% | +12.89% | +12.46% |
| 12 Months | +9.74% | +22.58% | −12.85% |
| 3 Years | +19.15% | +72.29% | −53.14% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +24.60% |
| #2 | May 2024 | +16.89% |
| #3 | Jun 2026 | +15.28% |
| #4 | Feb 2026 | +14.19% |
| #5 | Mar 2024 | +9.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −22.93% |
| #2 | Mar 2025 | −15.06% |
| #3 | Oct 2025 | −13.90% |
| #4 | Mar 2026 | −13.11% |
| #5 | Jun 2023 | −11.95% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.37% |
| Q3 2025 | −2.23% |
| Q4 2025 | −9.07% |
| Q1 2026 | +6.35% |
| Q2 2026 | +16.42% |
| Q3 2026 (QTD) | +2.41% |
| Year | Return |
|---|---|
| 2023 | −12.99% |
| 2024 | +33.29% |
| 2025 | −28.81% |
| 2026 | +26.79% |
| Metric | Value |
|---|---|
| 52-Week High | $52.65 (2026-02-12) |
| 52-Week Low | $32.73 (2025-11-20) |
| Current Price | $48.47 |
| 200-Day Moving Average | $41.38 |
| Price vs 200DMA | +17.12% |
| 3-Year Maximum Drawdown | −42.11% (2025-11-20) |
| Current Drawdown from 52W High | −7.94% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 69.8 |
| 3-Year Excess Return vs S&P 500 | −53.14% |
| RS Peak | 106.4 (Sep 2023) |
| RS Trough | 53.8 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SW's return for this report period?
SW returned +5.44% in the latest monthly window ending 2026-08-05.
Has SW outperformed SPY year to date?
YTD SW: +25.34% vs SPY: +12.89%.
What is SW's 12-month return?
+9.74% over the trailing 12 months.
Is SW above or below its 200-day moving average?
Price is +17.12% versus 200DMA ($41.38).
What is the maximum drawdown in the 3-year window?
−42.11% on 2025-11-20.