TROW monthly performance report
Monthly TROW research: returns, drawdown, relative strength, seasonality, and key stats.
TROW monthly report
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Key takeaways
- T. Rowe Price (TROW) closed August 2026 at $114.98, up 2.89% for the month and +8.83% over the trailing 12 months.
- Year-to-date, TROW is +12.31%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +12.15% versus its 200-day moving average ($102.52), a bullish technical signal.
- Over the past three years, TROW has underperformed the S&P 500 by −72.79%, with a relative strength index reading of 57.7.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
T. Rowe Price ended August 2026 at $114.98, posting a monthly return of +2.89%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.16%.
The current quarter stands at −0.39% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +12.15% versus the 200-day moving average ($102.52).
Year-to-date, TROW is +12.31% against SPY +12.89%, a gap of −0.58%. The stock is currently −5.75% below its 52-week high, with maximum 3-year drawdown at −35.62%.
| Period | TROW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.70% | −0.20% | −0.50% |
| 1 Week | −5.51% | +3.90% | −9.41% |
| 1 Month | +2.89% | +3.05% | −0.16% |
| 3 Months | +11.76% | +7.11% | +4.65% |
| 6 Months |