TROW monthly performance report
Explore TROW's monthly returns, drawdown, and seasonality trends — updated every month.
TROW monthly report
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Key takeaways
- T. Rowe Price (TROW) closed September 2026 at $104.16, down 6.40% for the month and −1.54% over the trailing 12 months.
- Year-to-date, TROW is +1.74%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +0.44% versus its 200-day moving average ($103.71), a bullish technical signal.
- Over the past three years, TROW has underperformed the S&P 500 by −76.18%, with a relative strength index reading of 55.6.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 19 negative months.
T. Rowe Price ended September 2026 at $104.16, posting a monthly return of −6.40%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −5.70%.
The current quarter stands at −8.38% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.44% versus the 200-day moving average ($103.71).
Year-to-date, TROW is +1.74% against SPY +11.70%, a gap of −9.96%. The stock is currently −14.62% below its 52-week high, with maximum 3-year drawdown at −35.62%.
| Period | TROW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.28% | −0.12% | +1.40% |
| 1 Week | −2.00% | −0.34% | −1.66% |
| 1 Month | −6.40% | −0.70% | −5.70% |
| 3 Months | −4.10% | +2.80% | −6.89% |
| 6 Months | +18.48% | +13.85% | +4.63% |
| YTD | +1.74% | +11.70% | −9.96% |
| 12 Months | −1.54% | +15.01% | −16.55% |
| 3 Years | −4.48% | +71.69% | −76.18% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +14.13% |
| #2 | Nov 2024 | +12.73% |
| #3 | Nov 2023 | +10.64% |
| #4 | Jul 2023 | +10.03% |
| #5 | Jun 2026 | +8.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2023 | −13.70% |
| #2 | Mar 2025 | −13.10% |
| #3 | Feb 2026 | −10.46% |
| #4 | Apr 2024 | −10.13% |
| #5 | Feb 2025 | −9.58% |
| Quarter | Return |
|---|---|
| Q2 2025 | +5.04% |
| Q3 2025 | +6.36% |
| Q4 2025 | −0.25% |
| Q1 2026 | −11.96% |
| Q2 2026 | +26.13% |
| Q3 2026 (QTD) | −8.38% |
| Year | Return |
|---|---|
| 2023 | −1.26% |
| 2024 | +5.01% |
| 2025 | −9.47% |
| 2026 | +1.74% |
| Metric | Value |
|---|---|
| 52-Week High | $122.00 (2026-07-28) |
| 52-Week Low | $85.23 (2026-03-20) |
| Current Price | $104.16 |
| 200-Day Moving Average | $103.71 |
| Price vs 200DMA | +0.44% |
| 3-Year Maximum Drawdown | −35.62% (2025-04-08) |
| Current Drawdown from 52W High | −14.62% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 55.6 |
| 3-Year Excess Return vs S&P 500 | −76.18% |
| RS Peak | 101.6 (Sep 2023) |
| RS Trough | 53.1 (Mar 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was TROW's return for this report period?
TROW returned −6.40% in the latest monthly window ending 2026-09-18.
Has TROW outperformed SPY year to date?
YTD TROW: +1.74% vs SPY: +11.70%.
What is TROW's 12-month return?
−1.54% over the trailing 12 months.
Is TROW above or below its 200-day moving average?
Price is +0.44% versus 200DMA ($103.71).
What is the maximum drawdown in the 3-year window?
−35.62% on 2025-04-08.