TRV monthly performance report
Check TRV's monthly returns, drawdown, and seasonality trends — updated every month.
TRV monthly report
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Key takeaways
- Travelers Companies (The) (TRV) closed November 2026 at $403.23, up 1.77% for the month and +40.29% over the trailing 12 months.
- Year-to-date, TRV is +39.02%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +20.20% versus its 200-day moving average ($335.46), a bullish technical signal.
- Over the past three years, TRV has outperformed the S&P 500 by +64.43%, with a relative strength index reading of 137.6.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Travelers Companies (The) ended November 2026 at $403.23, posting a monthly return of +1.77%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.95%.
The current quarter stands at +13.10% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +20.20% versus the 200-day moving average ($335.46).
Year-to-date, TRV is +39.02% against SPY +10.62%, a gap of +28.39%. The stock is currently −3.53% below its 52-week high, with maximum 3-year drawdown at −12.84%.
| Period | TRV | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.01% | −0.36% | +0.38% |
| 1 Week | +2.03% | +2.59% | −0.56% |
| 1 Month | +1.77% | −0.18% | +1.95% |
| 3 Months | +10.62% | −2.37% | +12.99% |
| 6 Months | +36.68% | +0.83% | +35.85% |
| YTD | +39.02% | +10.62% | +28.39% |
| 12 Months | +40.29% | +12.25% | +28.04% |
| 3 Years | +135.81% | +71.37% | +64.43% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +13.40% |
| #2 | Jun 2026 | +13.10% |
| #3 | Oct 2026 | +11.14% |
| #4 | Jan 2024 | +10.96% |
| #5 | Nov 2025 | +9.02% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −9.45% |
| #2 | Apr 2024 | −7.81% |
| #3 | Jun 2024 | −5.73% |
| #4 | Mar 2026 | −5.50% |
| #5 | May 2026 | −4.34% |
| Quarter | Return |
|---|---|
| Q3 2025 | +4.37% |
| Q4 2025 | +3.88% |
| Q1 2026 | +0.56% |
| Q2 2026 | +13.18% |
| Q3 2026 | +7.99% |
| Q4 2026 (QTD) | +13.10% |
| Year | Return |
|---|---|
| 2023 | +1.60% |
| 2024 | +26.46% |
| 2025 | +20.41% |
| 2026 | +39.02% |
| Metric | Value |
|---|---|
| 52-Week High | $418.00 (2026-11-05) |
| 52-Week Low | $268.00 (2026-01-20) |
| Current Price | $403.23 |
| 200-Day Moving Average | $335.46 |
| Price vs 200DMA | +20.20% |
| 3-Year Maximum Drawdown | −12.84% (2025-01-10) |
| Current Drawdown from 52W High | −3.53% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 137.6 |
| 3-Year Excess Return vs S&P 500 | +64.43% |
| RS Peak | 141.5 (Nov 2026) |
| RS Trough | 93.7 (Jul 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was TRV's return for this report period?
TRV returned +1.77% in the latest monthly window ending 2026-11-13.
Has TRV outperformed SPY year to date?
YTD TRV: +39.02% vs SPY: +10.62%.
What is TRV's 12-month return?
+40.29% over the trailing 12 months.
Is TRV above or below its 200-day moving average?
Price is +20.20% versus 200DMA ($335.46).
What is the maximum drawdown in the 3-year window?
−12.84% on 2025-01-10.