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 September 2026 at $44.33, down 5.48% for the month and +0.36% over the trailing 12 months.
- Year-to-date, SW is +14.64%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +3.87% versus its 200-day moving average ($42.68), a bullish technical signal.
- Over the past three years, SW has underperformed the S&P 500 by −48.93%, with a relative strength index reading of 71.5.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Smurfit WestRock ended September 2026 at $44.33, posting a monthly return of −5.48%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.78%.
The current quarter stands at −4.17% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.87% versus the 200-day moving average ($42.68).
Year-to-date, SW is +14.64% against SPY +11.70%, a gap of +2.94%. The stock is currently −15.80% below its 52-week high, with maximum 3-year drawdown at −42.11%.
| Period | SW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.53% | −0.12% | −2.41% |
| 1 Week | +2.57% | −0.34% | +2.91% |
| 1 Month | −5.48% | −0.70% | −4.78% |
| 3 Months | +0.64% | +2.80% | −2.16% |
| 6 Months | +11.52% | +13.85% | −2.33% |
| YTD | +14.64% | +11.70% | +2.94% |
| 12 Months | +0.36% | +15.01% | −14.65% |
| 3 Years | +22.76% | +71.69% | −48.93% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2023 | +24.60% |
| #2 | Dec 2023 | +17.47% |
| #3 | May 2024 | +16.89% |
| #4 | Feb 2026 | +12.92% |
| #5 | Jun 2026 | +12.42% |
| 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 |
|---|---|
| Q2 2025 | −4.24% |
| Q3 2025 | −1.34% |
| Q4 2025 | −9.16% |
| Q1 2026 | +3.05% |
| Q2 2026 | +16.09% |
| Q3 2026 (QTD) | −4.17% |
| Year | Return |
|---|---|
| 2023 | +9.32% |
| 2024 | +31.98% |
| 2025 | −28.20% |
| 2026 | +14.64% |
| Metric | Value |
|---|---|
| 52-Week High | $52.65 (2026-02-12) |
| 52-Week Low | $32.73 (2025-11-20) |
| Current Price | $44.33 |
| 200-Day Moving Average | $42.68 |
| Price vs 200DMA | +3.87% |
| 3-Year Maximum Drawdown | −42.11% (2025-11-20) |
| Current Drawdown from 52W High | −15.80% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 71.5 |
| 3-Year Excess Return vs S&P 500 | −48.93% |
| RS Peak | 117 (May 2024) |
| RS Trough | 59.6 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was SW's return for this report period?
SW returned −5.48% in the latest monthly window ending 2026-09-18.
Has SW outperformed SPY year to date?
YTD SW: +14.64% vs SPY: +11.70%.
What is SW's 12-month return?
+0.36% over the trailing 12 months.
Is SW above or below its 200-day moving average?
Price is +3.87% versus 200DMA ($42.68).
What is the maximum drawdown in the 3-year window?
−42.11% on 2025-11-20.