WAT monthly performance report
Explore WAT's monthly returns, drawdown, and seasonality trends — updated every month.
WAT monthly report
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Key takeaways
- Waters Corporation (WAT) closed September 2026 at $429.72, up 3.64% for the month and +41.50% over the trailing 12 months.
- Year-to-date, WAT is +13.13%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +18.72% versus its 200-day moving average ($361.96), a bullish technical signal.
- Over the past three years, WAT has underperformed the S&P 500 by −16.19%, with a relative strength index reading of 91.4.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Waters Corporation ended September 2026 at $429.72, posting a monthly return of +3.64%. The S&P 500 returned −0.58% over the same window, leaving relative performance at +4.22%.
The current quarter stands at +14.58% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +18.72% versus the 200-day moving average ($361.96).
Year-to-date, WAT is +13.13% against SPY +11.83%, a gap of +1.30%. The stock is currently −0.47% below its 52-week high, with maximum 3-year drawdown at −33.45%.
| Period | WAT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.65% | +1.13% | +1.51% |
| 1 Week | +6.99% | +0.63% | +6.36% |
| 1 Month | +3.64% | −0.58% | +4.22% |
| 3 Months | +20.11% | +1.64% | +18.48% |
| 6 Months | +51.67% | +15.15% | +36.53% |
| YTD | +13.13% | +11.83% | +1.30% |
| 12 Months | +41.50% | +15.69% | +25.82% |
| 3 Years | +55.81% | +72.00% | −16.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | +24.04% |
| #2 | Nov 2024 | +19.07% |
| #3 | Nov 2023 | +17.64% |
| #4 | Dec 2023 | +17.33% |
| #5 | Oct 2025 | +16.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −17.27% |
| #2 | Feb 2026 | −13.85% |
| #3 | Oct 2023 | −13.01% |
| #4 | Apr 2024 | −10.22% |
| #5 | Oct 2024 | −10.22% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.30% |
| Q3 2025 | −14.10% |
| Q4 2025 | +26.69% |
| Q1 2026 | −21.60% |
| Q2 2026 | +25.94% |
| Q3 2026 (QTD) | +14.58% |
| Year | Return |
|---|---|
| 2023 | −3.90% |
| 2024 | +12.68% |
| 2025 | +2.39% |
| 2026 | +13.13% |
| Metric | Value |
|---|---|
| 52-Week High | $431.77 (2026-09-17) |
| 52-Week Low | $282.77 (2026-03-13) |
| Current Price | $429.72 |
| 200-Day Moving Average | $361.96 |
| Price vs 200DMA | +18.72% |
| 3-Year Maximum Drawdown | −33.45% (2025-08-06) |
| Current Drawdown from 52W High | −0.47% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 91.4 |
| 3-Year Excess Return vs S&P 500 | −16.19% |
| RS Peak | 113.8 (Mar 2024) |
| RS Trough | 66.6 (Apr 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was WAT's return for this report period?
WAT returned +3.64% in the latest monthly window ending 2026-09-17.
Has WAT outperformed SPY year to date?
YTD WAT: +13.13% vs SPY: +11.83%.
What is WAT's 12-month return?
+41.50% over the trailing 12 months.
Is WAT above or below its 200-day moving average?
Price is +18.72% versus 200DMA ($361.96).
What is the maximum drawdown in the 3-year window?
−33.45% on 2025-08-06.