WMT monthly performance report
Monthly WMT research: returns, drawdown, relative strength, seasonality, and key stats.
WMT monthly report
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Key takeaways
- Walmart (WMT) closed August 2026 at $112.34, up 1.03% for the month and +13.12% over the trailing 12 months.
- Year-to-date, WMT is +0.83%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −4.81% versus its 200-day moving average ($118.02), a cautious technical signal.
- Over the past three years, WMT has outperformed the S&P 500 by +40.56%, with a relative strength index reading of 122.9.
- Win rate over the trailing 39 months stands at 71.8% — 28 positive months versus 11 negative months.
Walmart ended August 2026 at $112.34, posting a monthly return of +1.03%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −2.02%.
The current quarter stands at +4.28% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −4.81% versus the 200-day moving average ($118.02).
Year-to-date, WMT is +0.83% against SPY +12.89%, a gap of −12.05%. The stock is currently −16.88% below its 52-week high, with maximum 3-year drawdown at −22.14%.
| Period | WMT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.71% | −0.20% | +0.91% |
| 1 Week | −0.67% | +3.90% | −4.58% |
| 1 Month | +1.03% | +3.05% | −2.02% |
| 3 Months | −14.85% | +7.11% | −21.96% |
| 6 Months | −5.71% | +10.70% | −16.40% |
| YTD | +0.83% | +12.89% | −12.05% |
| 12 Months | +13.12% | +22.58% | −9.46% |
| 3 Years | +112.85% | +72.29% | +40.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +12.08% |
| #2 | Aug 2024 | +12.07% |
| #3 | Apr 2025 | +11.09% |
| #4 | May 2024 | +10.88% |
| #5 | Nov 2025 | +9.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2026 | −12.25% |
| #2 | Mar 2025 | −10.40% |
| #3 | Nov 2023 | −5.19% |
| #4 | Dec 2024 | −2.66% |
| #5 | Mar 2026 | −2.49% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.83% |
| Q3 2025 | +5.30% |
| Q4 2025 | +9.02% |
| Q1 2026 | +11.62% |
| Q2 2026 | −7.83% |
| Q3 2026 (QTD) | +4.28% |
| Year | Return |
|---|---|
| 2023 | +11.83% |
| 2024 | +68.72% |
| 2025 | +27.86% |
| 2026 | +7.29% |
| Metric | Value |
|---|---|
| 52-Week High | $135.15 (2026-05-19) |
| 52-Week Low | $95.42 (2025-08-26) |
| Current Price | $112.34 |
| 200-Day Moving Average | $118.02 |
| Price vs 200DMA | −4.81% |
| 3-Year Maximum Drawdown | −22.14% (2025-04-08) |
| Current Drawdown from 52W High | −16.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 122.9 |
| 3-Year Excess Return vs S&P 500 | +40.56% |
| RS Peak | 165.4 (Feb 2026) |
| RS Trough | 90.5 (Dec 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was WMT's return for this report period?
WMT returned +1.03% in the latest monthly window ending 2026-08-05.
Has WMT outperformed SPY year to date?
YTD WMT: +0.83% vs SPY: +12.89%.
What is WMT's 12-month return?
+13.12% over the trailing 12 months.
Is WMT above or below its 200-day moving average?
Price is −4.81% versus 200DMA ($118.02).
What is the maximum drawdown in the 3-year window?
−22.14% on 2025-04-08.