TRV monthly performance report
Monthly TRV research: returns, drawdown, relative strength, seasonality, and key stats.
TRV monthly report
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Key takeaways
- Travelers Companies (The) (TRV) closed August 2026 at $382.45, up 2.16% for the month and +44.23% over the trailing 12 months.
- Year-to-date, TRV is +31.85%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +26.90% versus its 200-day moving average ($301.38), a bullish technical signal.
- Over the past three years, TRV has outperformed the S&P 500 by +54.49%, with a relative strength index reading of 131.6.
- Win rate over the trailing 39 months stands at 69.2% — 27 positive months versus 12 negative months.
Travelers Companies (The) ended August 2026 at $382.45, posting a monthly return of +2.16%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.89%.
The current quarter stands at +16.49% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +26.90% versus the 200-day moving average ($301.38).
Year-to-date, TRV is +31.85% against SPY +12.89%, a gap of +18.97%. The stock is currently −4.08% below its 52-week high, with maximum 3-year drawdown at −12.84%.
| Period | TRV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.41% | −0.20% | +1.60% |
| 1 Week | −3.72% | +3.90% | −7.62% |
| 1 Month | +2.16% | +3.05% | −0.89% |
| 3 Months | +25.34% | +7.11% | +18.22% |