TRV monthly performance report
Check TRV's monthly returns, drawdown, and seasonality trends — updated every month.
TRV monthly report
—
Key takeaways
- Travelers Companies (The) (TRV) closed September 2026 at $374.62, up 2.37% for the month and +34.80% over the trailing 12 months.
- Year-to-date, TRV is +29.15%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +18.94% versus its 200-day moving average ($314.97), a bullish technical signal.
- Over the past three years, TRV has outperformed the S&P 500 by +52.83%, with a relative strength index reading of 130.8.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Travelers Companies (The) ended September 2026 at $374.62, posting a monthly return of +2.37%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +3.07%.
The current quarter stands at +13.48% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +18.94% versus the 200-day moving average ($314.97).
Year-to-date, TRV is +29.15% against SPY +11.70%, a gap of +17.45%. The stock is currently −6.04% below its 52-week high, with maximum 3-year drawdown at −12.84%.
| Period | TRV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.28% | −0.12% | −1.16% |
| 1 Week | −0.15% | −0.34% | +0.19% |
| 1 Month | +2.37% | −0.70% | +3.07% |
| 3 Months | +22.24% | +2.80% | +19.44% |
| 6 Months | +24.04% | +13.85% | +10.19% |
| YTD | +29.15% | +11.70% | +17.45% |
| 12 Months | +34.80% | +15.01% | +19.79% |
| 3 Years | +124.53% | +71.69% | +52.83% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +13.40% |
| #2 | Jun 2026 | +13.10% |
| #3 | Jan 2024 | +10.96% |
| #4 | Nov 2025 | +9.02% |
| #5 | Feb 2026 | +8.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −9.45% |
| #2 | Apr 2024 | −7.81% |
| #3 | Aug 2023 | −6.59% |
| #4 | Jun 2024 | −5.73% |
| #5 | Mar 2026 | −5.50% |
| Quarter | Return |
|---|---|
| Q2 2025 | +1.16% |
| Q3 2025 | +4.37% |
| Q4 2025 | +3.88% |
| Q1 2026 | +0.56% |
| Q2 2026 | +13.18% |
| Q3 2026 (QTD) | +13.48% |
| Year | Return |
|---|---|
| 2023 | +1.60% |
| 2024 | +26.46% |
| 2025 | +20.41% |
| 2026 | +29.15% |
| Metric | Value |
|---|---|
| 52-Week High | $398.70 (2026-07-28) |
| 52-Week Low | $252.26 (2025-10-16) |
| Current Price | $374.62 |
| 200-Day Moving Average | $314.97 |
| Price vs 200DMA | +18.94% |
| 3-Year Maximum Drawdown | −12.84% (2025-01-10) |
| Current Drawdown from 52W High | −6.04% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 130.8 |
| 3-Year Excess Return vs S&P 500 | +52.83% |
| RS Peak | 142.6 (Jul 2026) |
| RS Trough | 96.8 (Jul 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was TRV's return for this report period?
TRV returned +2.37% in the latest monthly window ending 2026-09-18.
Has TRV outperformed SPY year to date?
YTD TRV: +29.15% vs SPY: +11.70%.
What is TRV's 12-month return?
+34.80% over the trailing 12 months.
Is TRV above or below its 200-day moving average?
Price is +18.94% versus 200DMA ($314.97).
What is the maximum drawdown in the 3-year window?
−12.84% on 2025-01-10.