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 September 2026 at $312.91, down 7.57% for the month and −5.39% over the trailing 12 months.
- Year-to-date, WTW is −4.77%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +4.09% versus its 200-day moving average ($300.61), a bullish technical signal.
- Over the past three years, WTW has underperformed the S&P 500 by −17.49%, with a relative strength index reading of 88.4.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Willis Towers Watson ended September 2026 at $312.91, posting a monthly return of −7.57%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −5.88%.
The current quarter stands at +19.72% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +4.09% versus the 200-day moving average ($300.61).
Year-to-date, WTW is −4.77% against SPY +10.58%, a gap of −15.35%. The stock is currently −11.30% below its 52-week high, with maximum 3-year drawdown at −30.81%.
| Period | WTW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.81% | −0.44% | −2.37% |
| 1 Week | −0.26% | −1.10% | +0.84% |
| 1 Month | −7.57% | −1.69% | −5.88% |
| 3 Months | +19.14% | −0.10% | +19.25% |
| 6 Months | +7.94% | +13.21% | −5.27% |
| YTD | −4.77% | +10.58% | −15.35% |
| 12 Months | −5.39% | +14.25% | −19.64% |
| 3 Years | +52.59% | +70.07% | −17.49% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +28.52% |
| #2 | Oct 2023 | +12.89% |
| #3 | Feb 2024 | +10.68% |
| #4 | Jul 2024 | +7.68% |
| #5 | Nov 2024 | +6.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | −11.87% |
| #2 | Jul 2023 | −10.26% |
| #3 | Oct 2025 | −9.36% |
| #4 | Apr 2025 | −8.92% |
| #5 | Apr 2024 | −8.68% |
| Quarter | Return |
|---|---|
| Q2 2025 | −9.31% |
| Q3 2025 | +12.71% |
| Q4 2025 | −4.88% |
| Q1 2026 | −11.53% |
| Q2 2026 | −10.09% |
| Q3 2026 (QTD) | +19.72% |
| Year | Return |
|---|---|
| 2023 | −1.38% |
| 2024 | +29.87% |
| 2025 | +4.90% |
| 2026 | −4.77% |
| Metric | Value |
|---|---|
| 52-Week High | $352.79 (2025-10-07) |
| 52-Week Low | $240.61 (2026-05-14) |
| Current Price | $312.91 |
| 200-Day Moving Average | $300.61 |
| Price vs 200DMA | +4.09% |
| 3-Year Maximum Drawdown | −30.81% (2026-05-13) |
| Current Drawdown from 52W High | −11.30% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.4 |
| 3-Year Excess Return vs S&P 500 | −17.49% |
| RS Peak | 131.9 (Apr 2025) |
| RS Trough | 69.5 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was WTW's return for this report period?
WTW returned −7.57% in the latest monthly window ending 2026-09-16.
Has WTW outperformed SPY year to date?
YTD WTW: −4.77% vs SPY: +10.58%.
What is WTW's 12-month return?
−5.39% over the trailing 12 months.
Is WTW above or below its 200-day moving average?
Price is +4.09% versus 200DMA ($300.61).
What is the maximum drawdown in the 3-year window?
−30.81% on 2026-05-13.