WMT monthly performance report
Explore WMT's monthly returns, drawdown, and seasonality trends — updated every month.
WMT monthly report
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Key takeaways
- Walmart (WMT) closed September 2026 at $106.73, up 1.77% for the month and +3.02% over the trailing 12 months.
- Year-to-date, WMT is −4.20%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −9.95% versus its 200-day moving average ($118.52), a cautious technical signal.
- Over the past three years, WMT has outperformed the S&P 500 by +24.25%, with a relative strength index reading of 114.1.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Walmart ended September 2026 at $106.73, posting a monthly return of +1.77%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +2.47%.
The current quarter stands at −5.77% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −9.95% versus the 200-day moving average ($118.52).
Year-to-date, WMT is −4.20% against SPY +11.70%, a gap of −15.90%. The stock is currently −21.03% below its 52-week high, with maximum 3-year drawdown at −23.52%.
| Period | WMT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.06% | −0.12% | +0.06% |
| 1 Week | −0.39% | −0.34% | −0.05% |
| 1 Month | +1.77% | −0.70% | +2.47% |
| 3 Months | −9.65% | +2.80% | −12.45% |
| 6 Months | −15.64% | +13.85% | −29.49% |
| YTD | −4.20% | +11.70% | −15.90% |
| 12 Months | +3.02% | +15.01% | −11.99% |
| 3 Years | +95.94% | +71.69% | +24.25% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.87% |
| #2 | Aug 2024 | +12.51% |
| #3 | May 2024 | +10.80% |
| #4 | Apr 2025 | +10.78% |
| #5 | Nov 2025 | +9.22% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | −12.26% |
| #2 | Mar 2025 | −10.97% |
| #3 | Aug 2026 | −5.69% |
| #4 | Nov 2023 | −4.72% |
| #5 | Mar 2026 | −2.87% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.38% |
| Q3 2025 | +5.40% |
| Q4 2025 | +8.10% |
| Q1 2026 | +11.55% |
| Q2 2026 | −8.87% |
| Q3 2026 (QTD) | −5.77% |
| Year | Return |
|---|---|
| 2023 | +11.19% |
| 2024 | +71.93% |
| 2025 | +23.31% |
| 2026 | −4.20% |
| Metric | Value |
|---|---|
| 52-Week High | $135.15 (2026-05-19) |
| 52-Week Low | $98.88 (2025-11-14) |
| Current Price | $106.73 |
| 200-Day Moving Average | $118.52 |
| Price vs 200DMA | −9.95% |
| 3-Year Maximum Drawdown | −23.52% (2026-08-27) |
| Current Drawdown from 52W High | −21.03% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 114.1 |
| 3-Year Excess Return vs S&P 500 | +24.25% |
| RS Peak | 160 (Feb 2026) |
| RS Trough | 87.5 (Dec 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was WMT's return for this report period?
WMT returned +1.77% in the latest monthly window ending 2026-09-18.
Has WMT outperformed SPY year to date?
YTD WMT: −4.20% vs SPY: +11.70%.
What is WMT's 12-month return?
+3.02% over the trailing 12 months.
Is WMT above or below its 200-day moving average?
Price is −9.95% versus 200DMA ($118.52).
What is the maximum drawdown in the 3-year window?
−23.52% on 2026-08-27.