WTW monthly performance report
Check WTW's monthly returns, drawdown, and seasonality trends — updated every month.
WTW monthly report
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Key takeaways
- Willis Towers Watson (WTW) closed November 2026 at $335.34, up 3.37% for the month and +3.40% over the trailing 12 months.
- Year-to-date, WTW is +2.05%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +12.73% versus its 200-day moving average ($297.47), a bullish technical signal.
- Over the past three years, WTW has underperformed the S&P 500 by −33.67%, with a relative strength index reading of 80.4.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Willis Towers Watson ended November 2026 at $335.34, posting a monthly return of +3.37%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.54%.
The current quarter stands at +16.34% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +12.73% versus the 200-day moving average ($297.47).
Year-to-date, WTW is +2.05% against SPY +10.62%, a gap of −8.57%. The stock is currently −4.60% below its 52-week high, with maximum 3-year drawdown at −30.81%.
| Period | WTW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +2.00% | −0.36% | +2.36% |
| 1 Week | +1.97% | +2.59% | −0.62% |
| 1 Month | +3.37% | −0.18% | +3.54% |
| 3 Months | +2.85% | −2.37% | +5.21% |
| 6 Months | +35.41% | +0.83% | +34.59% |
| YTD | +2.05% | +10.62% | −8.57% |
| 12 Months | +3.40% | +12.25% | −8.85% |
| 3 Years | +37.70% | +71.37% | −33.67% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +28.52% |
| #2 | Oct 2023 | +12.89% |
| #3 | Oct 2026 | +12.56% |
| #4 | Feb 2024 | +10.68% |
| #5 | Jul 2024 | +7.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −14.86% |
| #2 | Apr 2026 | −11.87% |
| #3 | Oct 2025 | −9.36% |
| #4 | Apr 2025 | −8.92% |
| #5 | Apr 2024 | −8.68% |
| Quarter | Return |
|---|---|
| Q3 2025 | +12.71% |
| Q4 2025 | −4.88% |
| Q1 2026 | −11.53% |
| Q2 2026 | −10.09% |
| Q3 2026 | +10.28% |
| Q4 2026 (QTD) | +16.34% |
| Year | Return |
|---|---|
| 2023 | −1.38% |
| 2024 | +29.87% |
| 2025 | +4.90% |
| 2026 | +2.05% |
| Metric | Value |
|---|---|
| 52-Week High | $351.51 (2026-08-25) |
| 52-Week Low | $240.61 (2026-05-14) |
| Current Price | $335.34 |
| 200-Day Moving Average | $297.47 |
| Price vs 200DMA | +12.73% |
| 3-Year Maximum Drawdown | −30.81% (2026-05-13) |
| Current Drawdown from 52W High | −4.60% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 80.4 |
| 3-Year Excess Return vs S&P 500 | −33.67% |
| RS Peak | 112 (Apr 2025) |
| RS Trough | 59 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was WTW's return for this report period?
WTW returned +3.37% in the latest monthly window ending 2026-11-13.
Has WTW outperformed SPY year to date?
YTD WTW: +2.05% vs SPY: +10.62%.
What is WTW's 12-month return?
+3.40% over the trailing 12 months.
Is WTW above or below its 200-day moving average?
Price is +12.73% versus 200DMA ($297.47).
What is the maximum drawdown in the 3-year window?
−30.81% on 2026-05-13.