SW monthly performance report
Explore SW's monthly returns, drawdown, and seasonality trends — updated every month.
SW monthly report
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Key takeaways
- Smurfit WestRock (SW) closed November 2026 at $42.35, down 1.72% for the month and +20.72% over the trailing 12 months.
- Year-to-date, SW is +9.52%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −2.71% versus its 200-day moving average ($43.53), a cautious technical signal.
- Over the past three years, SW has underperformed the S&P 500 by −45.71%, with a relative strength index reading of 73.3.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Smurfit WestRock ended November 2026 at $42.35, posting a monthly return of −1.72%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −1.54%.
The current quarter stands at −3.97% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.71% versus the 200-day moving average ($43.53).
Year-to-date, SW is +9.52% against SPY +10.62%, a gap of −1.11%. The stock is currently −19.56% below its 52-week high, with maximum 3-year drawdown at −42.11%.
| Period | SW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.92% | −0.36% | −1.56% |
| 1 Week | −3.95% | +2.59% | −6.54% |
| 1 Month | −1.72% | −0.18% | −1.54% |
| 3 Months | −11.42% | −2.37% | −9.05% |
| 6 Months | +5.82% | +0.83% | +4.99% |
| YTD | +9.52% | +10.62% | −1.11% |
| 12 Months | +20.72% | +12.25% | +8.47% |
| 3 Years | +25.67% | +71.37% | −45.71% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | +17.47% |
| #2 | May 2024 | +16.89% |
| #3 | Feb 2026 | +12.92% |
| #4 | Jun 2026 | +12.42% |
| #5 | Mar 2024 | +9.39% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −19.17% |
| #2 | Mar 2026 | −15.23% |
| #3 | Mar 2025 | −13.46% |
| #4 | Oct 2025 | −13.27% |
| #5 | Sep 2025 | −10.11% |
| Quarter | Return |
|---|---|
| Q3 2025 | −1.34% |
| Q4 2025 | −9.16% |
| Q1 2026 | +3.05% |
| Q2 2026 | +16.09% |
| Q3 2026 | −4.67% |
| Q4 2026 (QTD) | −3.97% |
| Year | Return |
|---|---|
| 2023 | +9.32% |
| 2024 | +31.98% |
| 2025 | −28.20% |
| 2026 | +9.52% |
| Metric | Value |
|---|---|
| 52-Week High | $52.65 (2026-02-12) |
| 52-Week Low | $32.73 (2025-11-20) |
| Current Price | $42.35 |
| 200-Day Moving Average | $43.53 |
| Price vs 200DMA | −2.71% |
| 3-Year Maximum Drawdown | −42.11% (2025-11-20) |
| Current Drawdown from 52W High | −19.56% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 73.3 |
| 3-Year Excess Return vs S&P 500 | −45.71% |
| RS Peak | 124.3 (May 2024) |
| RS Trough | 63.4 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SW's return for this report period?
SW returned −1.72% in the latest monthly window ending 2026-11-13.
Has SW outperformed SPY year to date?
YTD SW: +9.52% vs SPY: +10.62%.
What is SW's 12-month return?
+20.72% over the trailing 12 months.
Is SW above or below its 200-day moving average?
Price is −2.71% versus 200DMA ($43.53).
What is the maximum drawdown in the 3-year window?
−42.11% on 2025-11-20.